For Sales
Follow up
before they forget you.
Proposals, one-pagers, and ROI sheets drafted from a sentence — personalized to the prospect, exported to the formats procurement asks for.
One Whiteboard account. Free to start.
Same-day proposals
Describe the deal; Whiteboard drafts the proposal doc with your structure and the prospect's specifics.
ROI math that holds up
Back the pitch with a live sheet — real formulas the buyer's analyst can open in Excel.
Every deal, filed
Proposals, decks, and follow-ups organize themselves in Drive — searchable when the deal reopens next quarter.
How a run goes
1
Ask
“Proposal for Acme: 200 seats, pilot in Q4.”
2
Chain
Whiteboard drafts the doc, builds the ROI sheet, preps the one-pager.
3
Ship
Personalize, export to Word and Excel, send while you're top of mind.
Also built for founders · marketers · analysts & finance · consultants · operations · students & researchers · creators
Free traction assessment
Drop a link to your site, app, social profile, or videos — get it scored against the winners in your category, with the opportunities that move it.