White-label Upgrades

Make Onbrdly truly yours. Remove all Onbrdly branding and present a fully branded experience to your clients, from the proposal URL to the email notifications.

Webhooks / API Access

Build on top of Onbrdly. Trigger automated workflows when proposals are sent, viewed, or signed, and connect to any tool in your stack via our open API.

CRM Integrations

Sync your proposals with the tools your sales team already uses. Connect to HubSpot, Pipedrive, or other CRMs to auto-update deal stages.

Advanced Analytics

Go beyond basic volume. Analyze team-specific performance metrics and client engagement depth to see where your deals are winning.

AI Refinement

We're polishing our AI engine to improve the accuracy of text extraction and the quality of the generated proposal blocks for even less manual editing.

Document Value tracking

Monitor the total monetary volume in your pipeline. Visualize the value of "Outstanding" vs. "Accepted" deals via bar charts.

Sent vs Signed charts

High-level visualization of your closing ratio. Identify sales trends and optimize your conversion strategy using real-time pie charts.

AI Prompt Workspace with split-screen UI

Empower your proposal writing with AI that actually knows your business. Our split-screen workspace allows you to input prompts on one side while referencing your uploaded knowledge base on the other. Select specific files (like past case studies or service guides) as context to ensure the AI generates highly relevant, brand-accurate content every time.

make this the template icon we have from the builder. On hover show the text "Templates"

Make this a save button icon

Some weird spacing when there is an image in a column. Ie padding underneath the text

Can't See all the features on cover page

When i copy a text into another text i want it to take the colors of the current text that exists there

Unable to drag pricing block up into the slide above

Preview looks different than builder. builder is the correct format

When adding in a divider it is only locating at the bottom of a section, not where it is actually dragged to

Dividers only enter at the end of the box even when here is space in the middle of the box

when you click inbetween the section it pushes you straight away to the bottom, and then it doesnt display the side tool to edit

Signature Box and Date

The signature box and date areas for signing are not user friendly. When trying to sign after every mouse click the page resets to the top. The signature box is also not in focus when clicking in the signature area, you have to scroll to the very last page to see it.

if website url is wrong then it shows error 400 it should say the website url is wrong

When dragging in a component/element it should display the placement like figma

Very frustrating bug that I can't seem to get around in that the intake form text cannot be changed if already created

When selecting an element of the inner structure section, the arrows functionality applies it to the outside structure and moves the whole structure, rather than the element inside the structure

Would be nice to have some kind of icon that indicates to add meeting to calendar

Total and Bi-Annual Wording

When I create a monthly breakdown of services along with pricing you only have Annual as an option. I do 6 month contracts so Annual doesn't apply and looks strange under the 6 month total. It would be nice if you had other choices like bi-annual or total. Don't want clients thinking this total amount is for the entire year.

Update Template

Add Option to update an existing template instead of creating always a new one.

My First Proposal

A few would be nice to haves: 1) ability for a customer to select items they wish to move forward with from within the proposal 2) for onboarding, more options to go along with short text and long text - the basic field types: multiple choice, drop down, etc.. 3) some form of integration with CRM's, SignNow 4) ability to embed documents and assign specific fields for initials or signatures - similar to how panda doc, signnow, etc. work

Allow for Bolding text in description area

Add Templates on cover page

Change Opacity of Color

We need to add duplicate functionality to Icons sp icons can be created the same size

cant change draft proposal name?

cant change draft proposal name?

taking stripe payments

sidebar wants a Stripe URL, so i have to create a invoice in stripe first? how does this work if there are multiple choice and optional items in the pricing page of the presentation? how do i make the payment collection’s total dynamic?

On white background the drag to resize feature of hero section isnt visible

proposal generation

I uploaded a proposal and nothing generates.

Still the issue with the bullet points, adding an extra space at the bottom of it

Centring images in structures

Same typing bug text dissapears

Bug with the subtitle text, doesnt let me add text, keeps resetting to default whilst im typing

Error when uploading webp logo

Bug remains where user can break the shadow on the front page by changing percentage values

If I want to drag something something below the whole page should autoscroll

When clicking cntr + A on keyboard it selects whole document instead of just content in the element selected.

As a result you end up deleting the whole proposal rather than the content of the selected container

When resizing browser the preview column breaks

When adding a large number of sections the structures' titles arent being shown, possibly there should be some kind of dynamic horizontal scroll maybe?

Increase padding on this text so it doesn't go so edge to edge

Cant delete pricing table

It doesnt show the right tool bar to delete the table. But when i click backspace in the below white space then it appears.

Ability to switch the block components via toolbar

Added Bubbles component

Added ⁠⁠Image + Text Component

⁠⁠Added Arrow Bullets Component

Added Graphic Bullets Component

⁠⁠Added Numeric Bullets component

⁠Added box bullets component

Make arrows in arrow component bigger

Dashboard cards preview now is not framed

⁠⁠Send notification on every proposal open

Proposal Updates

Hello, I'd like to be able to make changes to a proposal after sending. Say I send a proposal but I want to make a change to a price, I can do so before they've viewed it. Almost like they're viewing a landing page I guess? I was just having some second thoughts on a price I quoted, but from looking at the structure, it seems there is no way to change it even though the client hasn't viewed it yet. That capability would be nice. I'm going to roll with the quoted pricing since I don't have a choice now, but I'd like in the future to have this ability. Thanks, Sharon

Ability to move elements with a drag feature rather than just the arrows.

Adding a 6-dot element between or on top of the arrows - currently it’s hard to grab an element and move it easily

Preview Zoom should zoom out the proposal not the preview modal

WHEN CLICKING HEADING 3 IT ADDS AN UNDERLINE

Cannot change percentage of gradient on each colour

I would assume this feature aims to provide how much of each colour you want to have, i.e. 25% Green (1/4 of the page will be green) 75% Back (3/4 of the page will be black) Currently, the percentages do not do anything and cannot be edited

Number colour does not change with text colour in darker background

When changing the colour of text, the automatic number bullet does not changes

After update issues

Cannot see where the cursor is on the screen. When placing items, they do not go where they are dropped.

Overlapping

H1 heading is only in bold format, should be able to click the bold icon and become thinner.

When a bullet point it automatically creates unneccessary padding underneath the text