What is included
- ✓Upload PDF or Word
- ✓Visual page with your logo and branding
- ✓Public link and print-ready PDF
KLARFRAMEAI automation platform · Proposals that convert
Smart Offer Optimizer
Turn a document into a clear, visual proposal with a public link and downloadable PDF. The AI also optimises and personalises the content and makes the proposal more convincing.
Ideal for
- ◆Sales teams
- ◆Agencies
- ◆Consulting and custom services
In short
The Smart Offer Optimizer is a Klarframe solution that automatically turns an existing proposal document into a clearly structured, visual proposal. You upload a PDF or Word file, the system prepares the content as a proposal page with your logo and branding, and it delivers a public link plus a print-ready PDF. The AI also works on the content: it optimises the wording, personalises the proposal for the recipient and makes it more convincing, which can raise the likelihood of closing the deal. A public live demo is available.
How it works
- 01
Upload the document
You upload your existing proposal as a PDF or Word file. It can be a finished proposal or a rough draft; there is no new template or tool to learn.
- 02
Structure the content
The system identifies the parts of the proposal and arranges them into a clear structure: starting point, services, process and next steps. The AI sharpens the wording, tailors it to the recipient and makes the arguments more convincing.
- 03
Generate the visual proposal page
The structure becomes a visual proposal page with your logo and branding. You review the result before it reaches the client, so you stay in control of content and wording.
- 04
Share the link and deliver the PDF
The client receives a public link to the proposal page and can also download a print-ready PDF. Both formats show the same content, which makes questions and approvals easier.
Use cases
Sales team sending many custom proposals
A sales team can keep writing proposals in Word and turn them into consistently designed proposal pages. Every quote looks professional and on-brand without anyone rebuilding layouts by hand.
Agency with packages that need explaining
An agency can present concept, service modules and timeline as one clear page. Decision makers on the client side can forward the link internally, and anyone who needs a file for records downloads the PDF.
Consulting and custom services
A consultancy or a trade business offering tailored work can turn a plain text quote into a clear presentation of situation, approach and next steps that non-specialist decision makers can follow.
Connects with
- PDF upload
- Word upload
- Public proposal link
- PDF export
- Common CRM systems
One-time setup plus monthly operation. Your regional Klarframe partner prepares an individual proposal based on scope.
Data protection & AI transparency
The Smart Offer Optimizer runs GDPR-compliant with EU hosting, based on a data processing agreement and documented data flows. Which proposal data is stored, and for how long, is agreed per project. Because text is prepared with AI support, you review every proposal before sending it; the use of AI is disclosed in line with Klarframe’s EU AI Act transparency notice.
EU AI Act →Frequently asked questions
What does the Smart Offer Optimizer do?
The Smart Offer Optimizer turns an existing proposal document into a visual, clearly structured proposal. An uploaded PDF or Word document becomes a proposal page with your logo and branding, which clients open through a public link and can also download as a print-ready PDF.
Which file formats can I upload?
The Smart Offer Optimizer accepts proposals in PDF and Word format, so you can keep working with your existing templates. A rough draft is also enough as a starting point, because the system structures and visually prepares the content automatically.
Can I review and edit the proposal before sending it?
Yes. The content is prepared with AI support, so reviewing before sending is a fixed part of the workflow. You see the generated proposal page before the link goes to the client and remain responsible for content, terms and wording.
What does the client see?
The client receives a public link to a proposal page in your company’s branding, with scope, process and next steps laid out clearly. A print-ready PDF is also available for download, for example for filing, procurement or internal approval.
Can I try the Smart Offer Optimizer first?
Yes. Klarframe offers a public live demo at angebotsdemo.klarframe.com, where you can try the flow from document to proposal page. For production use, the model is a one-time setup plus a monthly fee, quoted individually by the regional partner.