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Parsing discovery intent

Discovery to signed proposal in minutes.

Drop in discovery notes. Get back team-ready scope that surfaces gaps and edge cases you'd miss manually, and a polished client-ready proposal. Sign, invoice, and close all in one tool.

Preview video coming soon
Hours of proposal work done in minutes. Complexity caught before you quote. Proposals that look like a senior consultant built them.

Drop in your discovery notes and walk away with a scoped project, priced by tier, and ready to send. Built for agencies that can't afford to get the estimate wrong.

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From brief to detailed proposal in minutes.

Translate raw discovery into defensible, high-fidelity deliverables using AI. Close the trust gap with a beautiful signature-ready proposal.

AI Project Architect

Recursive expansion engine. Identifies hidden technical debt, state management complexities, and infra needs often missed in manual scoping.

AI Project Architect

Trained on your DNA

Programmable Agency DNA. Calibrate the engine with your preferred tech stacks, effort constants, and internal studio velocity.

Agency DNA Settings

Proposal Designer

Pick a premade theme or customize the final document as much as you want. Add your own sections, reorder blocks, and shape the client-facing proposal without leaving Capsole.

Custom proposal sections and layout

Atomic Breakdowns

Granular Task Logic. Every scope generates developer-ready atomic tasks with T-shirt sizing and technical guardrails for accurate estimation.

Atomic Breakdown

Dual Deliverables

Internal vs. Client Views. One engine creates a high-density roadmap for your team and a polished, outcome-focused proposal for your client.

Internal Blueprint
Client Proposal

Edit in Place

Deep-edit modules in the expanded drawer. Toggle client visibility, resize tasks, and restructure deliverables with real-time team collaboration. See who is on each field and avoid overwrites with live locks.

SSarah
MMarcus

Architect Chat

Talk to your scope like a senior architect. Ask for new modules, adjust effort and risk, or rewrite client copy. Architect proposes a structured change plan you apply in one click.

Add a real-time chat module with WebSocket support and read receipts.
ArchitectDone. Added "Real-time Chat" under Communication with 12h estimate.
Preview changesApply

eSign & Close

Built-in e-sign for web proposals. Move from technical discovery to a legal commitment on a single URL.

eSign & Close

Invoicing & Payments

Signed proposals become Stripe-backed payment requests. Milestone schedules flow from your scope with no re-entering line items or chasing invoices in another tool.

INVOICE_READY
Kickoff$9,750
Design$9,750
Build$13,650
STRIPE · $13,650 DUE

One platform from discovery to close.

Scope with your team, export as projects and tasks, share client-ready proposals, collect e-signatures, and invoice in one workflow.

One Engine. Two Strategic Outputs.

Capsole performs a triple-pass analysis to generate simultaneous deliverables for both your internal team and your external stakeholders.

Engineering View

The Internal Blueprint

A task list built for delivery with T-shirt sizing, risk scores, and technical guardrails. Designed to bridge the gap between sales and execution.

Internal Blueprint View
Stakeholder View

Polished Client Proposal

An outcome-focused deliverable that translates "Middleware Setup" into "Secure Data Architecture." Polished, professional, and built to win trust.

Client Proposal View
Speed to professionalism.

You're leaving hours on the table.

Writing a proper proposal from scratch takes 3+ hours. Capsole does it in minutes, so you're billing time, not burning it.

Closing confidence.

Show up like the expert you are.

The proposal is your first impression. Capsole produces project breakdowns and deliverable proposals that look like a whole agency was behind it.

Protecting margin.

Catch what you'd normally miss.

Hidden integrations, revision cycles, and edge cases - they're in every project and they're what blows your estimate. Capsole surfaces them before you quote.

How it works.

01.Input Discovery

Drop raw call transcripts or unstructured notes directly into the architect. Our engine handles the parsing, context extraction, and initial requirement mapping.

SaaS & App Development Grid
Paste Discovery Notes

02.AI Decomposition

The engine performs a multi-pass recursive expansion, mapping vague requirements to granular modules, features, and atomic dev-ready tasks.

Parsing discovery intent

03.Edit & Calibrate

Fine-tune the project math in real-time. Adjust complexity multipliers and effort constants to match your specific team velocity and risk tolerance.

Edit & Calibrate View
Calibration Detail

04.Polish & Share

Choose a designer theme and share a live web proposal with your client. Switch between Foundation, Studio, and Signature tiers to match the project's scope.

Polish & Share

05.eSign & Close

Generate high-fidelity web proposals with built-in signature collection. Move from technical discovery to a legal commitment in a single URL.

Client Signature

Mara Quinn

ID: SIG-B8XK2WQP-NRMVZJ04
Signed on 5/6/2026, 1:45:55 PM
Signed

06.Invoice & Collect

The signed proposal becomes a payment request in one click. Capsole generates a branded invoice from your milestone schedule and sends it via Stripe - no re-entering data, no third-party tools. Clients pay by card, bank transfer, or ACH, and funds go straight to you.

INVOICE_GENERATED
Kickoff Deposit
25%$9,750
Design Approval
25%$9,750
Development Complete
35%$13,650
Final Launch
15%$5,850
STRIPE_CONNECTED
$13,650 DUE

Full context.

AI that knows exactly how you work.

Custom Stacks
Effort Calibration
Global Defaults

Programmable Tech Stacks

Define your preferred stack (Next.js, Supabase, Stripe, etc.). The engine won't just suggest features; it will architect them using your specific tools.

Recursive Effort Level Calibration

Set your own constants for XS to XL tasks. If a "Medium" task means 8 hours in your shop, the AI respects that across the entire scope.

Precision Custom Global Defaults

Save your standard hourly rates, project stages, and payment terms once-apply them to every proposal instantly.

Intelligence Infrastructure

Your Models. Your Keys.

Connect your own API keys to bypass usage limits and keep your project data under your direct control.

Unlimited Scale

Plug in Gemini, OpenAI, Anthropic, xAI, or DeepSeek keys directly. Zero middle-man markups on your tokens.

BYOK is available on ourStudio andAgency plans.

API Provider Management
Secure Local Storage
Gemini
... rW7s Remove
OpenAI
+ Add API Key
Anthropic
**** Remove
xAI
+ Add API Key
Choose Default Model
Gemini 3.1 Flash-Lite
Ultra-fast generation.
Claude 4.6 SonnetPRO
Architectural drafting.
Claude 4.7 OpusPRO
Creative & nuanced.
The Final Step

The Sales Closer Workflow

Stop sending static documents. Start sending commitments with our live-link proposal engine and built-in e-signature collection.

app.capsole.io/proposals/client-name-x-2024

SaaS Platform Roadmap

Prepared for Acme Inc. • Phase 1 Discovery

Pending Signature
Ready to begin?

Sign below to authorize the architectural roadmap and lock in your discovery phase.

Roadmap to Signature

Don't just send a PDF. Send a live, responsive web-link proposal that clients can navigate, review, and sign right in their browser.

Built-in E-Sign

Move from "impressed" to "onboarded" with a single click. Our integrated signature flow eliminates friction and speeds up the path to deposit.