Everything you need to send winning proposals
No bloated CRM, no marketing-suite upsells — just the tools a solo operator actually uses to close deals by email.
Template Editor
- Rich text editor powered by Tiptap — bold, italic, headings, lists
- Merge-field picker inserts {{first_name}}, {{company}}, and custom fields with one click
- Live preview renders your template with real sample data before you send
- Templates are saved per-account, ready to reuse for the next client
Mail Merge
- Automatic replacement of {{field}} tokens with each recipient’s data
- Configurable fallback values for any field left blank
- Works identically for single-recipient sends
SMTP Integration
- Bring your own provider — Gmail, Amazon SES, SendGrid, or any standard SMTP host
- Passwords encrypted at rest with AES-256-GCM, decrypted only server-side
- SSL/TLS support out of the box
- Custom from-name, from-email, and reply-to address
Single Send
- Pick a template, fill in the recipient, preview the merged result, send
- Full send log with delivery status for every message
- Instant feedback if a send fails, so nothing slips through quietly
Contacts Management
- Store your clients in a persistent address book directly in the app
- Select recipients easily from your contacts directory for any proposal send
- Full per-user data isolation ensures your contact details remain private
Security
- Per-user data isolation — your templates and recipients are yours alone
- SMTP passwords are never client-writable, encrypted server-side only
- HTML is sanitized on write and again on render to prevent stored XSS
- A monthly send cap protects your SMTP account from abuse