Roadmap

In progress

Gantt chart

You will be able to create a Gantt chart directly in the proposal, to show the timeline of the project.

In progress

Multi-step signature workflow

You will be able to make the proposal accept multiple signatures.

Agentic-based copy generation

The AI generation algorithm will be based on a new agentic based workflow, to make the copy more persuasive, engaging and personalized.

File-sharing client portal

You will be able to create a private and completely encrypted client portal to share files of your project with your clients securely.

Copilot editor

You will be able to write the changes you want to make in the proposal directly in plain text, and the Penna AI Copilot will make the changes for you.

Done

Proposal templates

You are now able to save a proposal as a template, to use it as a base for a new proposal.

Done

Proposal variables

You are now able to add custom variables in a proposal, to adapt the layout to another client without the need to change the copy.

Done

Time spent viewing the proposal added in the analytics modal

You are now able to see how much time your client spent viewing the proposal in the analytics modal.

Done

Internal approval workflow

You are now able to send the proposal to your team members for approval, before sending it to the client.

Done

Referral program

You are now able to refer Penna.app to a new client and get 30% fee for every member that subscribes to Penna.app with your referral link.

Done

Proposal revisions

You are now able to let your clients make revisions directly in the proposal, to make the process faster and more efficient.

Done

Legally binding e-signatures

You are now able to sign the proposal with a legally binding e-signature, to make the proposal a contract.

Done

Collect payments

You are now able to collect payments directly from the proposal, with a payment gateway integration.

Done

Save proposal in PDF

You are now able to save your proposal in PDF format so you can send it to your client offline.

Done

Team Collaboration to share editing

You are now able to share the editing of a proposal with your team members, so you can work together on the proposals of your company.

Done

Realtime comments in the proposal

You are now able to add comments inside the proposal, to discuss with your team members about the changes you need to make.

Done

Undo last actions

You are now able to undo / redo the last actions you made in the proposal, and see the edits hystory.

Done

AI Review and Suggestion

You are now able to analize the proposal automatically with the AI, and get suggestions to improve the copy and the strucutre to convert better.

Done

Ai support on inline editing

You are now able to write your copy assisted by the AI for speed, directly in the main view. Without the need to open the component's edit modal.

Done

Inline text editing

You are now able to edit the text directly in the proposal, without the need to open the component's edit modal.

Done

Client and personal company details

You are now able to add your company details and your client company details, to generate copy for the proposal in a more precise way and convert more.

Done

Custom background

You are now able to choose a custom color for the background of your proposals, for a more branded look.

Done

Legal company info

At the end of the proposal you can now add your legal company information, editabled in the settings page.

Done

Custom domains

You can now host your proposals not just under your {name}.penna.app/{client} domain but you can connect your own custom domain.

Done

Analitycs

You will be notified for every time a persone open one of you proposals and see all the data about the views.