The Proposal Problem

Salespeople spend 3-5 hours on every proposal—pulling data from CRM, writing sections from templates, customizing for clients, generating presentations. It's manual, error-prone, and kills deal momentum.

What if that entire process took 5 minutes and happened automatically?

Our Proposal Automation System

We build an integrated system that pulls deal data from your CRM, uses AI to draft customized proposal sections, generates professional presentations, and sends everything in a branded format—all triggered by a single click or CRM event.

The Flow

Sales rep marks opportunity as ready for proposal in CRM
System pulls: customer name, company, deal details, scope, pricing, timeline
AI drafts proposal sections tailored to client stage and industry
System generates formatted Google Doc or presentation (Gamma.app, Canva)
Document is automatically emailed to customer with tracking
Data syncs back to CRM (proposal status, sent date, engagement)

What Gets Automated

Proposal structure and templating
Client-specific customization (industry, company size, challenges)
Pricing and quote generation (from your pricing tables)
Timeline and deliverable breakdown
ROI calculations based on deal parameters
Company branding, logos, and formatting
Multiple proposal versions for A/B testing

Integrations

CRM systems (Salesforce, HubSpot, Pipedrive)
Document generation (Google Docs, Microsoft Word, Notion)
Presentation tools (Gamma.app, Canva, PowerPoint)
Email and document tracking (DocSend, Adobe Document Cloud)
Signature tools (DocuSign, HelloSign)
Approval workflows (Slack, email)

Results You Can Expect

Proposal creation time: 3+ hours → 5 minutes
Sales rep productivity: +4-5 hours per week per rep
Deal velocity improves: Faster to proposal = faster to close
Win rates improve: Highly personalized proposals resonate better
Consistency: Every proposal meets quality and brand standards
Data quality: Fewer errors and discrepancies

Proposal Automation