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  • Xtensio is your team space for beautiful living documents.

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Client-ready proposals, decks and reports
without a designer

For consultants, agencies and founders who send work to clients. Build it in one workspace, then deliver it as a live link on your domain, a clean PDF, or a full-screen presentation.

Start freeOpen a live example →
★★★★★“Definitely better than your standard agency deck or PPT presentation.”Zac Heisey, Tribe Interactive
The North Peak Advisory Growth Proposal For Meridian Retail, Finished And Published To The Firm's Own Domain
Drafted in minutes · built with your team · on your brand · sent, exported or presented · read, measured, reused
G2★★★★★★★★★★4.5/5 · 276
Capterra★★★★★★★★★★4.5/5 · 232
Trustpilot★★★★★★★★★★4.6/5 · 236
MicrosoftIbmHarvard UniversityUberDropboxStanford UniversityDisneyGeneral AssemblyR/Ga
Who it’s for

Built for the people whose name is on the work.

Whatever carries your name gets built here, sent from here, and reused from here.

Pitch it, scope it, run it. Reused.

Competitive analysis, proposals, SOWs and quarterly reviews in one client space. The next engagement starts from what won.

For consultants & agencies →
North Peak Advisory
ProjectsTemplatesBrand Kit
+ Invite Members+ Add DeliverableXtensio — Home 2026 | Xtensio | 2026Xtensio — Home 2026 | Xtensio | 2026Xtensio — Home 2026 | Xtensio | 2026Xtensio — Home 2026 | Xtensio | 2026AC
TeamspaceMeridian RetailCove AnalyticsBrightline Health
Meridian RetailXtensio — Home 2026 | Xtensio | 2026Xtensio — Home 2026 | Xtensio | 2026Client view only
Growth ProposalMeridian RetailXtensio — Home 2026 | Xtensio | 2026Xtensio — Home 2026 | Xtensio | 2026Xtensio — Home 2026 | Xtensio | 20263 minutes agoDiscovery ReportMeridian RetailXtensio — Home 2026 | Xtensio | 2026Xtensio — Home 2026 | Xtensio | 20261 hour agoStatement of WorkMeridian RetailXtensio — Home 2026 | Xtensio | 2026Xtensio — Home 2026 | Xtensio | 20262 hours agoQBR DeckMeridian RetailXtensio — Home 2026 | Xtensio | 2026Xtensio — Home 2026 | Xtensio | 2026Xtensio — Home 2026 | Xtensio | 2026yesterdayCurrent State MapMeridian RetailXtensio — Home 2026 | Xtensio | 20262 days agoRollout PlanMeridian RetailXtensio — Home 2026 | Xtensio | 2026Xtensio — Home 2026 | Xtensio | 20263 days ago

Work it out, then go tell it. Opened.

Personas, competitive analysis and the GTM plan, then the deck, the board update and the hiring plan. All on one brand.

For founders →
Beacon Labs
ProjectsTemplatesBrand Kit
+ Invite Members+ Add DeliverableXtensio — Home 2026 | Xtensio | 2026Xtensio — Home 2026 | Xtensio | 2026Xtensio — Home 2026 | Xtensio | 2026Xtensio — Home 2026 | Xtensio | 2026AC
TeamspaceGo to marketFundraiseProductHiring
Go to marketXtensio — Home 2026 | Xtensio | 2026Xtensio — Home 2026 | Xtensio | 2026Shared by link
User PersonaGo to marketXtensio — Home 2026 | Xtensio | 2026Xtensio — Home 2026 | Xtensio | 20262 hours agoCompetitive AnalysisGo to marketXtensio — Home 2026 | Xtensio | 2026yesterdayGTM PlanGo to marketXtensio — Home 2026 | Xtensio | 2026Xtensio — Home 2026 | Xtensio | 2026yesterdaySeed DeckGo to marketXtensio — Home 2026 | Xtensio | 20266 hours agoProduct RoadmapGo to marketXtensio — Home 2026 | Xtensio | 2026Xtensio — Home 2026 | Xtensio | 20263 days agoPositioning One-pagerGo to marketXtensio — Home 2026 | Xtensio | 20264 days ago

Bidding above your weight. Won.

Capability statements, bids, case studies and fact sheets. Brand them once, then hold up next to firms with a design team.

For startups & small businesses →
Cedar & Vane
ProjectsTemplatesBrand Kit
+ Invite Members+ Add DeliverableXtensio — Home 2026 | Xtensio | 2026Xtensio — Home 2026 | Xtensio | 2026Xtensio — Home 2026 | Xtensio | 2026Xtensio — Home 2026 | Xtensio | 2026AC
TeamspaceSales collateralBidsCase studies
Sales collateralXtensio — Home 2026 | Xtensio | 2026Xtensio — Home 2026 | Xtensio | 2026One brand
Capability StatementSales collateralXtensio — Home 2026 | Xtensio | 2026Xtensio — Home 2026 | Xtensio | 202620 minutes agoPricing One-pagerSales collateralXtensio — Home 2026 | Xtensio | 20262 hours agoCase StudySales collateralXtensio — Home 2026 | Xtensio | 2026Xtensio — Home 2026 | Xtensio | 2026yesterdayBid ResponseSales collateralXtensio — Home 2026 | Xtensio | 20262 days agoFact SheetSales collateralXtensio — Home 2026 | Xtensio | 20264 days agoService MenuSales collateralXtensio — Home 2026 | Xtensio | 2026Xtensio — Home 2026 | Xtensio | 20261 week ago

One team, one voice. Still current.

Briefs, campaign plans, launch reports and customer updates. One brand kit, one space per project, one live version.

For teams →
Halcyon Foods
ProjectsTemplatesBrand Kit
+ Invite Members+ Add DeliverableXtensio — Home 2026 | Xtensio | 2026Xtensio — Home 2026 | Xtensio | 2026Xtensio — Home 2026 | Xtensio | 2026Xtensio — Home 2026 | Xtensio | 2026AC
TeamspaceQ3 launchBrandReporting
Q3 launchXtensio — Home 2026 | Xtensio | 2026Xtensio — Home 2026 | Xtensio | 2026Xtensio — Home 2026 | Xtensio | 20263 editing now
Launch BriefQ3 launchXtensio — Home 2026 | Xtensio | 2026Xtensio — Home 2026 | Xtensio | 2026Xtensio — Home 2026 | Xtensio | 2026Xtensio — Home 2026 | Xtensio | 2026just nowCampaign DeckQ3 launchXtensio — Home 2026 | Xtensio | 2026Xtensio — Home 2026 | Xtensio | 2026Xtensio — Home 2026 | Xtensio | 202612 minutes agoResults ReportQ3 launchXtensio — Home 2026 | Xtensio | 2026Xtensio — Home 2026 | Xtensio | 20261 hour agoCustomer UpdateQ3 launchXtensio — Home 2026 | Xtensio | 2026Xtensio — Home 2026 | Xtensio | 2026Xtensio — Home 2026 | Xtensio | 2026yesterdayEnablement One-pagerQ3 launchXtensio — Home 2026 | Xtensio | 2026Xtensio — Home 2026 | Xtensio | 20262 days agoWeekly UpdateQ3 launchXtensio — Home 2026 | Xtensio | 2026Xtensio — Home 2026 | Xtensio | 2026Xtensio — Home 2026 | Xtensio | 2026Xtensio — Home 2026 | Xtensio | 20263 days ago
408,556professionals have an Xtensio account
744reviews across G2, Trustpilot and Capterra
10 yrsof client work shipped through Xtensio
How it works

Draft it, build it, send it,
then keep it alive.

The proposal is due Thursday. The deck is in one tool, the numbers in another, and the client will want a change the day after you send it.

  1. Step 01

    Start from a draft,not a blank page.

    Describe the client in one sentence, or point Xtensio AI at their website. It writes the first draft.

    Xtensio AI · Your brief · Website, text or file
  2. Step 02

    Build it together,not in five tools.

    Your team works in the client’s own workspace, and the brand kit styles every block.

    Editor · Brand kit · Client access
  3. Step 03

    Deliver it your way,link, PDF or full screen.

    One click each, on your own domain, with nothing to reformat in between.

    Live link · PDF · Present
  4. Step 04

    See who read what,then reuse what won.

    Down to the section, so you know what to open the follow-up call with.

    Analytics · Duplicate · Client spaces
Xtensio allows us to create attractive deliverables for clients and get feedback. We’re able to quickly make repeatable templates again and again.Anna YunkerContent Strategist, Aztek
Step 01 · Xtensio AI · Your brief · Website, text or file
New deliverable · Describe
Xtensio's Ai Templates Gallery: A Create Anything With Ai Tile Beside A Competitive Analysis Template Card Used 8,278 Times

What would you like to create today?

Growth strategy proposal from North Peak Advisory for Meridian Retail, a mid-market retail chain modernizing its e-commerce and in-store operations.

+Website+Text+FileGenerate Deliverable

Choose a TemplateStart with Blank

Step 02 · Editor · Brand kit · Client access
Consulting proposal · 2 editing
Xtensio — Home 2026 | Xtensio | 2026ElenaXtensio — Home 2026 | Xtensio | 2026A Single Xtensio Module Holding Project Phase One, Discovery And Model, With Its Dates And Key DeliverableA Single Xtensio Module Holding Project Phase Two, Pilot Build, With Its Dates And Key DeliverableA Single Xtensio Module Holding Project Phase Three, Rollout And Handoff, With Its Dates And Key Deliverable
Step 03 · Live link · PDF · Present
Consulting proposal · Live

Share Deliverable

[email protected]Can View Invite Collaborator
Get LinkEmbedShare on SocialPublish To Your Domain
proposals.northpeak.co /meridian-retailCopy Link
Connected
  • Only you and your collaborators can view and edit
  • Anyone with the link can make a copy (public template)
  • Anyone with the link can view
Step 04 · Analytics · Duplicate · Client spaces
Consulting proposal · 38 readers
Meridian Retail Growth ProposalPublicly shared
Edits 30Revisions 4Downloads 3
Views214
Unique Visitors38
Average Time Spent6m 12s
Average Completion
78%
Average time spent per section
  • Investment2m 41s
  • Deliverables1m 58s
  • The Situation1m 04s
  • Timeline29s
01 / 04Xtensio AI · Your brief · Website, text or file
The first one takes about an hour. The next one takes minutes.Start free
Templates

100+ templates with the thinking built in. All you bring is the client.

The documents you get paid for. Every section tells you what to say, and your brand goes on once.

Consulting Services Proposal Template Open In Xtensio, Showing The Project Overview And Objectives Sections With Writing Guidance In Each Block
Consulting Proposal
Startup One-Pager Template In Xtensio, Showing The Positioning Section With A Fill-In-The-Blank Statement And Writing Guidance, Above Product Summary And Milestones
Startup One-Pager
Company Fact Sheet Template In Xtensio Showing Mission, Milestones, Key Metrics And Market Position
Company Fact Sheet
Capability Statement Template In Xtensio With Executive Summary, Mission Statement And Core Competencies
Capability Statement
Marketing Plan Template In Xtensio Showing The Strategy Summary And Campaign Sections
Marketing Plan
Pitch Deck Template In Xtensio Opening On The Problem, Target Audience And Existing Solutions
Pitch Deck
Browse all 100+ templates →No birthday invitations. These are the documents you get paid for.
The workspace

Six jobs, one page: draft, build, brand, deliver, track, reuse.

Your domain, your fonts, and a read receipt on every section.

app.xtensio.com · Meridian Retail Growth Proposal
The Xtensio Editor With The Meridian Retail Growth Proposal Open, Showing The Branded Title Block And The Module Toolbar Above It
Each phase with its dates and its key deliverable, in one page instead of three files.
Xtensio AI

Describe it once. Then edit it with AI.

Draft from a prompt, then rewrite a selection, module, section or the whole thing, grounded in your own site or files.

A growth proposal for Meridian Retail
The SituationMeridian Retail runs 34 stores alongside an e-commerce channel that has grown 40% in two years.
The Meridian proposal, drafted in about a minute
Drag & drop editor

Drag it into place, or just ask.

Text, tables, task lists, four chart types, forms and live HTML.

Drag a module in, or prompt it
EmbedVideoHTMLChartsFormsSocial
Edit it by hand, or edit it by prompt
Brand kit

Your brand is on it before you open it.

Pull your logo, colors and fonts straight from your website. Everything you make after that ships on brand.

NNorth Peak Advisory
AaHeadingsAaBody
Your firm’s look, on by default
Flexible sharing

Link, PDF, or full screen. Your call.

Your domain, your brand, and nothing to reformat between the three.

proposals.northpeak.co/meridian-retail
Growth ProposalMeridian RetailGrowth Proposal
Live linkPDFPresent
Same deliverable, three ways out
Engagement analytics

Know where they stopped reading.

Unique visitors, time on each section, completion rate. Walk into the call knowing.

Engagement · last 30 days
38Unique visitors6m 12sAverage time spent
Investment
92%
Deliverables
67%
Timeline
17%
They stopped at Timeline
Workspaces

One workspace per client, your rules.

Invite your team, set access, share the batch with one link. Next quarter, duplicate.

Meridian RetailClient can view
Growth proposalLive
Q3 reportSent
+ Duplicate for the next client
One space per client, reused next quarter
AI first draftEdit with AIUndo any AI editGround it in your websiteRewrite for your readerTranslateMobile-ready deliverables16 modulesLive linkPublish to your domainExport PDFPresent full screenBrand kitProject workspacesInvite collaboratorsReal-time editingAI first draftEdit with AIUndo any AI editGround it in your websiteRewrite for your readerTranslateMobile-ready deliverables16 modulesLive linkPublish to your domainExport PDFPresent full screenBrand kitProject workspacesInvite collaboratorsReal-time editing
Engagement analyticsRevision historyDuplicate deliverableSave as templateImage libraryChartsTablesEmbedsFormsView-only client accessPassword protectionEmbed anywhereEngagement analyticsRevision historyDuplicate deliverableSave as templateImage libraryChartsTablesEmbedsFormsView-only client accessPassword protectionEmbed anywhere

See everything Xtensio does →

Straight answers

Six of these answers are no. All seven are good news.

Will my client see everything else I’ve built?

No. Each client gets their own workspace. You decide who sees what, and one read-only link shares the whole batch.

Will my clients know I used a template?

Not unless you tell them. Your logo, your colors, your domain. On a paid plan there is no Xtensio badge, no watermark and nothing in the footer.

I sent it and then found a typo. Am I stuck?

No. It is a live link, not an attachment. Fix it and everyone sees the correction, including whoever opened it an hour ago.

I’m not a designer. Will it look like I made it myself?

No, that is the point. Start from a researched template, apply your brand once, and it reads like your firm hired a design team.

Is this one of those AI deck generators?

No. A generator hands you a file and leaves. Xtensio AI drafts it and then keeps working with you: rewrite a sentence, a module, a section or the whole deliverable, and ground the rewrite in your own website, notes or a file you upload. A snapshot is saved before every AI edit, so you can undo it any time from version history. The AI is a speed layer. Your name goes on the work, not a tool's.

Will I know if anyone actually read the thing?

Yes, down to the section. How many opened it, what they read, and where they stopped. That is your follow-up call, written for you.

Do I need a credit card just to try it?

No. Free plan, no card. One paid plan, Xtensio Plus, $12/mo or $120/yr. Most people know within one deliverable whether it replaces their stack.

Proof

Proof? Here’s ten years of it.

Agencies, studios and consultants, on the record about the work their names go on.

Zac Heisey, Director Of Digital Marketing At Tribe InteractiveZac HeiseyTribe Interactive
Director of Digital Marketing
“Creating beautiful client-facing documents has never been easier.”
Robin Bramman, Founder And Chief Brand Mixologist At BrandtiniRobin BrammanBrandtini
Founder & Chief Brand Mixologist
“With Xtensio I can collaborate with my team on projects and build out my own branded templates.”
Marc Anthony Rosa, Product Manager At Dose StudiosMarc Anthony RosaDose Studios
Product Manager
“Love this product. These are the crucial tools I work with on a weekly/monthly basis.”
Alix Han, Vp Product Experience At C-Sats
“Xtensio has saved me TONS of time.”
Alix HanC-SATSVP Product Experience
Read more customer stories →
The old way

Five tools and a version chase, or one live link on your domain.

Design it in one tool, write it in another, export a PDF, attach it to an email, then wait in the silence. Xtensio does the whole job in one workspace.

The five-tool relay
Canva→Google Docs→Export PDF→Email it→Track opens?
▤ Proposal_v11.pdf
▤ Proposal_v12_final.pdf
▤ Proposal_v12_final_FINAL.pdf
From: [email protected]
“Hey, can you resend the latest version? Not sure which file is current.”
No reply for six days.Track opens? You cannot.
One live link, on your brand
proposals.northpeak.co Updated just now
Growth ProposalPrepared for: Meridian RetailPrepared by North Peak Advisory · March 2026

proposals.northpeak.co, always current, and on a paid plan Xtensio’s name is nowhere on it.

Pillar
The old way
Xtensio
Your stack
Five tools, five logins, five bills
One workspace, from idea to delivered
What clients see
The tool’s brand on your work
Your firm, on your domain
Delivery
Attach a file and hope
Link, PDF or full screen, your brand on all three
After you hit send
Resend and apologize
Edit any time, everyone sees the latest
On a phone
Pinch, zoom, squint
The same deliverable, reflowed to fit
Who sees what
Forward the file and lose control
Per-workspace access, edit or view, batch read-only
Did they read it?
Guess from the silence
How many read what, section by section
The next client
Rebuild from scratch
Duplicate, re-brand, resend
Compare in detail: Xtensio vs Canva Xtensio vs Notion vs Google Slides + PDF
Start with one

Create your first deliverable. Deliver it your way.

Not a test file. The next thing you actually owe a client. Build it here and judge it against what you would have sent instead.
Build your first deliverableBook a demo
Free plan · Xtensio Plus $12/mo · No credit card to start
Xtensio

The living deliverables workspace for teams that create, deliver, and manage professional work that stays current.

Start Free Book Demo

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