Lancelot

Lancelot is a proposal creation and management tool designed to assist freelancers and small businesses in creating professional and customized proposals. According to the vendor, Lancelot aims to simplify the proposal creation process and enhance the likelihood of winning deals. It offers a range of features that can be beneficial for various professions and industries.

Cover Image: According to the vendor, Lancelot provides a catalog of over 300k+ premium images from Unsplash or allows users to upload their own images. The inclusion of a visually appealing cover image can help create a professional impression on clients.

Custom Sections: Lancelot allows users to add and customize multiple sections to provide detailed descriptions of their services. Users can easily re-order or re-name sections to tailor the structure of their proposals.

Fee Summary: By adding individual line items, Lancelot enables up-front price transparency in proposals. The vendor claims that the tool automatically calculates the totals, facilitating the provision of a clear breakdown of costs.

Reusable Library: Lancelot offers a library feature where users can save proposal sections for future use. According to the vendor, this feature helps save time by allowing quick access and easy customization of pre-crafted sections.

Formatting: The slim WYSIWYG editor in Lancelot allows users to customize the order and format of proposal sections. The vendor states that this feature enables users to easily format and style their sections for a professional look.

Preview: According to the vendor, Lancelot provides a real-time preview of proposals, allowing users to see how they will appear to clients. This eliminates the need for assumptions and provides a clearer understanding of the final appearance.

Send & Track: Lancelot generates unique proposal links that can be sent directly to clients. The vendor claims that users receive real-time notifications when clients view their proposals, enabling better tracking of engagement.

E-signature: Lancelot eliminates the need for printing, scanning, and sending physical documents by allowing clients to view and approve proposals online with an e-signature. According to the vendor, this streamlines the acceptance process.

Custom Branding: Users can include their own logos in proposals to add a professional touch. Lancelot automatically includes the uploaded logo in the proposals for consistent branding, as stated by the vendor.

Generate PDF: Lancelot allows both users and clients to generate PDF versions of finished proposals. This feature facilitates easy printing or digital record keeping, ensuring that all parties have a copy of the proposal.