ProposalRelay + Asana
Generate AI proposals, handle objections, take Milestone 1, and auto-create Asana projects.
What is ProposalRelay?
ProposalRelay for Asana automatically turns signed proposals into kickoff-ready projects. When a client signs and funds first Milestone, ProposalRelay creates an Asana project from the approved scope: phases → sections, deliverables → tasks/subtasks, milestones scheduled with due dates, owners assigned, and key files (signed proposal, briefs) attached. Goodbye copy-paste; hello same-day execution.
How to connect ProposalRelay + Asana?
- Create an account at proposalrelay.com.
- Follow the AI-assisted onboarding to set up your first proposal.
- Top-line project milestones are included in your proposal — these will automatically added to Asana.
- Once your proposal is ready, it moves to your Deal Room.
- In the Deal Room, collaborate with your client to negotiate the final proposal (with help from the AI Copilot).
- After the proposal is finalized and signed electronically, send it to the HandOff feature.
- Complete the first milestone payment through Stripe.
- Use the HandOff feature to connect to Asana, create a new project, and instantly import your project milestones via OAuth.
- Once imported, kick off the project in Asana and continue managing your work there.
Learn more – Video Walkthrough
Learn more and get support
To learn more about using the ProposalRelay + Asana integration, visit ProposalRelay.
If you have questions, feedback, or need support, visit the the ProposalRelay support page.
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