Agency revenue, connected

Proposals with momentum.

From client knowledge to signature and revenue. Build, send, track and close every proposal in one precise workspace.

Start free trialExplore pricing
30-day free trial Cancel anytime Setup in 2 minutes
Deal cockpit · Northstar Studio
Demo data

AI proposal score

8.9/10

High close probability

Client signal

8m 42s

Active reading · 3 opens · pricing viewed 2×

Where attention went

  • Investment & scope62%
  • Deliverables24%
  • Terms14%

Next step: strong interest now — call Meridian today.

One continuous deal cycle

Knowledge
AI draft
Client review
Signature
Payment
Revenue
Professional & Agency Elite

The deal cockpit. See every deal move, live.

Know who opened, what they read, how likely they are to sign and how much cash is already in — for every proposal, in one live view. Your next action is always on screen.

  • Live engagement and reading time per section
  • AI deal score and close probability
  • Signatures and payments on one cashflow timeline

Live activity

  • Meridian Labs opened the proposal

    3rd open · 2 viewers

  • Pricing section read for 2m 14s

    High intent signal

  • AI score rose to 8.9 / 10

    Close probability 82%

Close probability

72%

Next step: call Meridian today — pricing viewed twice.

Pipeline velocity · last 7 weeks

+38%
Demo data

Built around the decision

Everything between brief and revenue.

A focused operating system for agencies that want fewer handoffs, stronger client experiences and a clear path to the next action.

AI first drafts

Turn a client brief into a structured, on-brand proposal in under a minute.

Agency knowledge

Use the right case studies, rates and files for every client—never another client's data.

A link built to close

Give clients a focused deal room for reviewing, commenting and making decisions.

Signature to payment

Move from approval to e-signature and payment without leaving the proposal.

AI proposal score & revision

Quality score, not win probability. AI reviews the latest content, quotation and client revision notes.

Available on Professional

Custom proposal colours and logo

Your company identity, commercial terms and voice stay consistent at every step.

Forward, with clarity

Every decision.
A step ahead.

Turn your pipeline into a clear next move. Bring proposals, client activity and revenue into one connected view.

Explore ePropels

Northstar Studio · Example workspace

Revenue momentum

€72,500

Accepted proposal value

JulSep

Pricing

Simple by design.

One 30-day trial per customer. Card required; the selected plan bills automatically afterward.

Starter

$39/month

1 seat

  • 1 seat · 5 proposals/month
  • All document types · standard PDF
  • 1 file/client · 5 reusable blocks
  • One signer · manual payments
  • Basic comments, views and finance
  • ePropels badge · email support
  • AI help assistant in the app
  • AI document review
  • Automations
  • Team permissions
  • API access
  • Deal cockpit
  • Own colours and logo · branded PDF
  • Client card payments
  • Multiple ordered signers
  • Interactive packages and initials
  • Deal room
  • HubSpot and Pipedrive CRM
  • Detailed analytics and CSV
  • Audit history
Start 30-day trial

Professional

Best value

$79/month

3 seats

  • Everything in Starter · unlimited proposals
  • Own colours and logo · branded PDF
  • Client card payments
  • Multiple ordered signers
  • Interactive packages and initials
  • Deal room
  • HubSpot and Pipedrive CRM
  • Core automations
  • Detailed analytics and CSV
  • 30-day audit history
  • Team permissions and roles
  • API access (usage costs apply)
  • Deal cockpit: live engagement, score and cashflow
  • AI document review · 15 reviews/month
  • 5 files per client
  • AI help assistant in the app
Start 30-day trial

Agency Elite

$169/month

10 seats

  • Everything in Professional
  • Unlimited AI and client files
  • Salesforce and all CRM connections
  • Approvals and advanced automations
  • Granular roles · API and webhooks
  • Unlimited audit history
  • AI help assistant in the app
Start 30-day trial

* Fair use applies. Prices in USD, billed monthly.

Revenue, in focus

Clarity from proposal to payment.

Illustrative workspace data

Cash collected

€48,200

See received payments, refunds and the customers behind every amount.

Payments received · Last six months

Remaining revenue

€24,300

Know which signed proposals still have a balance to collect.

Outstanding balances · Customer by customer

Client engagement

8m 42s

Bring reading activity and deal progress into your next client conversation.

Reading activity · Proposal insights