Send proposals faster. Win more deals. Eliminate copy-paste.
Every hour your team spends building proposals from scratch is an hour not spent selling. Copying and pasting from old proposals, adjusting pricing manually, formatting documents, and chasing signatures slows down your sales cycle and introduces errors. Automated proposal generation pulls client data, applies your templates, calculates pricing, and delivers a polished document — in minutes instead of hours.
Building a custom proposal from scratch takes hours. By the time it is sent, the prospect’s enthusiasm has cooled and competitors have responded.
Reusing old proposals leads to embarrassing mistakes — wrong client names, outdated pricing, and irrelevant case studies that undermine credibility.
Without standardised pricing logic, different reps quote different rates for the same service — creating confusion and margin leakage.
After sending a proposal, you wait. Then you follow up. Then you wait again. There is no visibility into whether they even opened it.
You do not know which proposals win, which sections prospects spend time on, or where in the document they lose interest.
Practical automations we build to eliminate these problems.
Select a template, pick the relevant service blocks, and generate a branded proposal — pre-populated with client details from your CRM.
Pricing calculates automatically based on scope, quantity, and any applicable discounts — ensuring consistency and accuracy across every proposal.
Clients review and sign proposals online. Signed documents are automatically filed and trigger your onboarding workflow.
See when a prospect opens your proposal, which pages they view, and how long they spend — so you can follow up at the perfect moment.
If a proposal is not viewed or signed within your timeframe, automated reminders go out — keeping deals moving without manual chasing.
Track proposal win rates by template, service, rep, and client segment — giving you data to optimise what you offer and how you present it.
Book a free consultation. We will show you how automation cuts proposal time from hours to minutes and increases your close rate.