Open renamer

NameBatchAI workflow

Rename sales proposal files before approval or handoff.

Rename sales proposal files with client-safe label, opportunity, version, document type, approval status, and date.

Who this helps

sales teams, agencies, consultants, and founders organizing proposals, decks, quotes, scopes, and signed files.

Naming rules

  • Use client-safe opportunity label
  • Label document type
  • Track version and approval status
  • Keep signed files distinct

Filename examples

  • deck-final-final.pdf -> prospect-acme-proposal-deck-v03-final.pdf
  • quote.xlsx -> prospect-acme-quote-2026-07-review.xlsx

Workflow

  • Upload proposal assets.
  • Choose business style.
  • Add client, opportunity, status, and date rules.
  • Download organized proposal copies.

How it works

Upload a batch, choose the closest naming style, add a short instruction, review the AI suggestions, then download a renamed ZIP. Start with 10 files free; buy the $9 batch pass only after the preview shows that the naming pattern is useful for the full folder.

When the $9 batch pass makes sense

Use the paid pass when the free sample already saves review time, the folder has more than 10 files, and you need consistent renamed copies before upload, archive, or client handoff. Files stay in your browser, and every suggested filename should be reviewed before downloading the ZIP.

Payment and support

Paid batch passes are delivered by email after PayPal checkout. If a receipt or pass code needs review, the support form keeps the request attached to your order details.

Open support

Does this approve or send proposals?

No. It only prepares renamed copies; review, approval, and sending stay with your sales process.

Can it separate signed files?

Yes. Add signed, countersigned, draft, quote, scope, or final labels in the instruction field.