Why an interactive proposal beats a PDF
A PDF proposal is a document. An interactive proposal is an experience — it can have clickable pricing tiers, an embedded timeline the client can scroll, a live Q&A section, or a short video embed. AI tools like Claude, v0, and Bolt can build these in minutes from a prompt.
The problem is sharing it. You can’t email an HTML folder. Google Drive prompts a download instead of rendering it. Figma shows a mock, not a working page. Porch gives your interactive proposal a real URL — password-protected, updateable, and revokable.
Step 1: Build your proposal with AI
You don’t need to write HTML by hand. Give Claude, v0, Bolt, or Lovable a prompt describing your proposal — what you’re pitching, who the client is, what the pricing looks like. These tools generate a working HTML page in minutes.
Some things that work well in interactive proposals:
- Clickable pricing tiers that expand to show what’s included
- A project timeline the client can read at their own pace
- Before/after comparisons with a slider
- A case study section with embedded images and quotes
- A simple contact or “Let’s talk” form at the bottom
Step 2: Upload to Porch
Download the HTML from your AI tool (Claude gives you a single .htmlfile; v0 and Bolt give you a folder you’ll need to build first). Then:
- For a Claude artifact: see the Claude artifact guide →
- For a v0 export: see the v0 guide →
- For a Bolt project: see the Bolt guide →
- For a Lovable project: see the Lovable guide →
- For a plain HTML folder: sign in to Porch, click + New Porch, and drag the folder onto the upload area
Step 3: Password-protect it
From your Porch dashboard, click into your proposal Porch and go to Manage Access. Set the access mode to Password and choose a password. Now only people who have the password can see the proposal — not the whole internet.
Send the link and the password to your client separately — link in the email, password in a follow-up text works well.
Step 4: Update without re-sharing
When the client asks for a revision — new pricing, updated scope, different design — edit in your AI tool, re-export, and upload the new files to the same Porch. The URL stays the same. Your client refreshes their browser and sees the updated version. No email attachments, no “see attached v3 FINAL.pdf.”
Step 5: Revoke access when the deal closes
Once the project is signed — or if the deal falls through — go to Manage Access and set the mode to Private. The link stops working immediately. No lingering proposal floating around with your pricing in it.
Frequently asked questions
Does my client need to create an account to view the proposal?+
No. They click the link, enter the password (if you set one), and the proposal loads in any browser. No Porch account, no sign-up, no app download.
Can I use invite-only instead of a password?+
Yes. In Manage Access, set the mode to Invite-only and add your client’s email address. They get a one-click magic link to their inbox — nothing to remember, nothing to share with others. Good for situations where you want only specific people at the company to see the proposal.
Can I see if my client has opened the proposal?+
Yes. Porch keeps a 30-day visit log for each Porch. You can see timestamps of when the link was accessed — useful for knowing whether the proposal has been reviewed before a follow-up call.
Can I reuse the same Porch for multiple clients?+
Technically yes — you can re-upload different files to the same Porch. But it’s better to create a separate Porch per client so you have an independent access log and can revoke one without affecting the other. The free tier includes 3 Porches; paid plans give you more.