What is MyPitchFlow?
The fastest way to go from client brief to polished proposal
MyPitchFlow is an AI-powered tool that helps professional services firms create client proposals in minutes instead of hours. Upload a client brief, select your services, and get a structured, ready-to-customize proposal.
Generate
AI creates a full proposal from your inputs
Iterate
Refine, regenerate, or upload new versions
Export
Download as Word or Markdown
Who is it for?
Quick Start
From zero to first proposal in 5 steps
Create your account
Sign up with your email. You'll set your company name during onboarding.
Select your services
Pick the services you'll provide (e.g. Web Development, SEO, Brand Development).
Fill in client details
Enter your client's name, industry, and what they need. Upload their brief if you have one.
Generate
Click Generate Proposal. AI creates a full proposal with executive summary, solution, timeline, and pricing.
Export & refine
Download as Word, iterate with new versions, or share directly.
Want to try without signing up? Click Try Demo on the landing page to see a sample proposal instantly. No account required.
Creating Your Account
One-time setup to start generating proposals
1Sign Up
Go to the Sign Up page and enter:
Your professional email
At least 8 characters, with uppercase, lowercase, number, and special character
You may need to verify your email before proceeding.
2Set Up Your Workspace
After signing up, you'll enter your company or agency name. This name appears on your proposals and dashboard.
From there, you can either:
Create Your First Proposal
Jump straight into generating
Go to Dashboard
Explore your workspace first
Returning? Log In
Enter your email and password on the Log In page. Your session stays active for 24 hours. Forgot your password? Click Forgot password to receive a reset link by email.
Creating Your First Proposal
Fill the form, upload briefs, and generate
Step 1: Choose Your Services
Select one or more services you'll provide. These shape the proposal structure and content.
Step 2: Fill In Client Details
Your company or business name
Who you're writing this proposal for
e.g. Healthcare, E-commerce, SaaS
A sentence about their business and goals
Describe the project scope and requirements
Tip: If you upload a client brief (PDF or Word doc), the client fields become optional — the AI extracts context from your document.
Step 3: Upload Client Briefs (Optional)
If your client sent you documents — RFPs, briefs, requirements — upload them to give the AI richer context.
Supported formats
- ✓ PDF files (.pdf)
- ✓ Word documents (.docx)
- ✓ Multiple files at once
How to upload
- Drag & drop files onto the upload area
- Click the upload area to browse
- Files appear with a green badge once processed
Files are processed locally in your browser. Text is extracted and sent to AI — the original file is not stored on any server.
Step 4: Generate Your Proposal
- 1.Review your inputs — check everything looks right
- 2.Click Generate Proposal at the bottom of the form
- 3.Wait while the AI creates your proposal (typically 15–30 seconds)
- 4.You're redirected to your new proposal automatically
The proposal is saved to your workspace. You can access it anytime from your dashboard.
Your Dashboard
Your workspace for managing all proposals
The dashboard is your home base. Every proposal you create is automatically saved here, organized with the most recent first.
Finding Proposals
Type in the search bar to filter by proposal title, client name, or project details. Results update as you type.
Status Filters
Click the filter pills to show proposals by status:
Sorting Columns
Click any column header (Title, Client, Status, Updated) to sort your proposals. Click again to reverse the sort direction. An arrow indicator shows the current sort column and direction.
Proposal Actions
Each row shows the proposal title, client name, version number, status, and last update date. You can:
Click the row to view the full proposal
Click the status badge to update it
Download as Word directly from the actions menu
Remove with a 5-second undo window
Upload an Existing Proposal
Use the Upload button next to "New Proposal" to import an existing document (Word or PDF) as a proposal in your workspace.
Create a new proposal using the button in the top-right corner, or press N on your keyboard.
Reading & Managing a Proposal
Navigate, edit, and control each proposal
The Toolbar
At the top of every proposal you'll find a toolbar with:
Back button — Return to your dashboard (or press Escape)
Pencil icon + Title — Click the pencil to rename your proposal. Press Enter to save, Escape to cancel.
Version badge — Shows which version you're viewing (V1, V2, etc.)
Status selector — Click to change status: Draft, Sent, Won, or Lost
Download button — Download as Word (.docx)
More menu (⋯) — Refine, Start Fresh, Upload Version, Download Markdown, or Delete
Table of Contents
A floating button appears on the right side of your screen. Hover or click it to see all sections of the proposal. Click any section heading to scroll directly to it.
Managing Status
Track where each proposal stands in your pipeline:
Draft
Work in progress
Sent
Shared with client
Won
Client accepted
Lost
Client declined
You can change the status from the proposal view or directly from the dashboard.
Deleting a Proposal
A confirmation dialog appears first. After confirming, you have 5 seconds to undo via a toast notification at the bottom of the screen. After 5 seconds, the proposal and all its versions are permanently removed.
Proposal Versioning
Three ways to create new versions of a proposal
Once you have a proposal, you can iterate on it. Every new version is tracked (V1, V2, V3...) and you can switch between them using the version history dropdown.
Refine This Version
Best for: Small tweaks — adjust tone, add a section, change pricing structure.
Describe what should change in plain language. The AI takes your current proposal and evolves it, keeping the existing structure and services intact.
"Make the executive summary shorter and more punchy. Add a section about our previous work with healthcare clients. Lower the pricing by 15%."
Open via the More menu (…) or press Ctrl/Cmd + R
Start Fresh
Best for: Major changes — different services, new direction, completely different approach.
Client details are inherited, but you can change the services selection and add new requirements or upload additional briefs. The AI generates a brand-new proposal from scratch.
Open via the More menu (…) → Start Fresh
Upload Edited Version
Best for: You edited the proposal externally (in Word, Google Docs, etc.) and want to bring it back in.
Upload a .docx or .md file. The text is extracted and saved as a new version, preserving your manual edits in the version history.
Open via the More menu (…) → Upload Edited Version
Exporting Your Work
Download in the format you need
Word Document (.docx)
Best for editing, adding branding, and sending to clients. Opens in Microsoft Word, Google Docs, or LibreOffice.
Available from the Download button in the toolbar or from dashboard actions menu.
Markdown (.md)
Best for version control, technical documentation, or pasting into other tools. Opens in any text editor.
Available from the More menu (…) → Download Markdown.
Plans & Billing
Choose the plan that fits your needs
MyPitchFlow offers three plans. You can start for free and upgrade anytime.
Free
€0 / month
- ✓AI proposal generation
- ✓Refinement & versioning
- ✓Word & Markdown export
- ✓File uploads (PDF, Word)
- ✓Dashboard & search
- ✓Version history
Professional
€29 / month
€23 / month billed annually
- ✓Everything in Free
- ✓Unlimited proposals
- ✓Priority support
- ✓Team email support
- ✓Email reminders
Team
€79 / month
€63 / month billed annually
- ✓Everything in Professional
- ✓Team members
- ✓Shared library & workspace
- ✓Templates
- ✓Analytics
- ✓Priority onboarding
- ✓API access
💡 Annual billing saves 20% compared to monthly.
How to Upgrade
- 1.Click your avatar in the top-right corner of the dashboard
- 2.Select Billing from the menu
- 3.Choose your plan and billing period (monthly or annual)
- 4.Complete the secure checkout via Stripe
Managing Your Subscription
From the Billing page, click Manage Subscription to open the Stripe billing portal. There you can update your payment method, switch plans, download invoices, or cancel your subscription.
Keyboard Shortcuts
Navigate faster with your keyboard
| Shortcut | Action | Where |
|---|---|---|
| N | Create new proposal | Dashboard |
| Ctrl/Cmd + N | Create new proposal | Dashboard |
| Escape | Go back / close menus | Everywhere |
| Ctrl/Cmd + R | Open Refine modal | Proposal view |
| Enter | Save title | While editing title |
| Escape | Cancel title edit | While editing title |
Tips for Best Results
Get more out of every generated proposal
1. Be Specific in Project Descriptions
Instead of:
Write:
2. Upload Client Briefs When Available
Even a simple email pasted into a Word doc gives the AI much richer context than manually typing a summary. Upload the original whenever possible.
3. Use Versioning to Your Advantage
Don't aim for perfection on V1. Generate quickly, then Refine to adjust specific sections. It's faster than trying to get every input perfect upfront.
4. Always Review Pricing
AI-generated pricing is indicative. Always download the proposal and adjust pricing to match your actual rates before sending to a client.
5. Track Your Pipeline
Use the status system (Draft → Sent → Won/Lost) to keep track of where each proposal stands. Filter your dashboard by status to see your active pipeline at a glance.
6. Choose Your Language
Switch the interface to your preferred language using the language selector in the navigation bar. Your preference is saved automatically across sessions.
Privacy & Security
How we protect your data
Your Data is Protected
✓Proposals are stored securely in your personal workspace only
✓Uploaded files are processed locally in your browser — originals are never stored on servers
✓Your data is not used to train or improve AI models
✓All connections are encrypted over HTTPS
✓Authentication handled by Supabase with industry-standard security
How Generation Works
- 1.Your form data is sent to our server over an encrypted connection
- 2.The server sends it to the AI provider to generate the proposal
- 3.The finished proposal is saved to your workspace and returned to your browser
- 4.No data is retained by the AI provider after generation
AI Provider Compliance
✓GDPR compliant with EU data centers available
✓SOC 2 Type II certified — industry-standard security
✓Zero-retention policy — inputs are not stored after processing
Payment Security
All payments are processed securely through Stripe. We never see or store your credit card details.
Troubleshooting
Common issues and how to fix them
The Generate button is disabled
File upload won't work
Proposal generation failed
I can't find my proposal
Download doesn't start
I accidentally deleted a proposal
I forgot my password
Frequently Asked Questions
Quick answers to common questions
Do I need an account?
You can try a demo without an account. To generate real proposals, save them, and manage versions, you need a free account.
How long does generation take?
Typically 15–30 seconds, depending on the complexity of your inputs.
Can I edit the proposal in-app?
You can rename the title directly. For content edits, download as Word, make your changes, and upload it back as a new version.
Is the AI-generated pricing accurate?
No — pricing is AI-estimated. Always review and adjust to match your actual rates before sharing with a client.
How many proposals can I create?
The Free plan lets you generate proposals with no hard limit. The Professional and Team plans add unlimited proposals with priority features. Visit the pricing page for details.
Can I use this for commercial projects?
Yes. Use the generated proposals for any professional purpose.
Who can see my proposals?
Only you. Proposals are tied to your account and not shared or visible to anyone else.
What happens if I don't log in for a while?
Your proposals remain saved in your workspace. Log back in anytime to access them.
Can I create proposals for different clients?
Yes. Each proposal is independent — create as many as you need for different clients and projects.
How do I change the interface language?
Click the language selector in the navigation bar to switch between English and French. Your preference is saved automatically.