Key Features
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Customisation at Scale
Generate tailored proposals for each prospect using dynamic templates that pull in client-specific data, branding, and pricing automatically.
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Seamless Integration
Connects with your existing CRM, email, and project management tools so proposals are generated from the data you already have.
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Analytics & Tracking
Know exactly when proposals are opened, how long they're viewed, and which sections get the most attention — giving your sales team actionable insights.
Benefits
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Save Up to 70% of Your Time
Reduce the hours spent on proposal creation dramatically. What used to take a day now takes minutes.
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Enhanced Client Experience
Deliver professional, branded proposals that make a strong first impression and build trust from the start.
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Increased Win Rates
Faster turnaround and better personalisation mean you respond to opportunities before competitors do.
Use Cases
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Marketing Agencies
Quickly generate campaign proposals with scope, timelines, and pricing tailored to each client's brief.
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Consulting Firms
Create detailed engagement proposals that reflect your methodology and adapt to each client's needs.
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Freelancers & Small Businesses
Look professional and save time with templated proposals that still feel personal and bespoke.
How It Works
We build a custom proposal automation system around the way your business already operates. There's no off-the-shelf template — we design the workflow specifically for you.
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1. Map Your Current Process
We review how you currently create proposals — what data you pull, where it lives, and what slows you down. This might be a CRM, spreadsheets, or a mix of both.
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2. Build Dynamic Templates
We create branded, customisable templates that auto-populate with client data, pricing, scope, and timelines. You approve the design once, then every proposal looks professional without manual formatting.
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3. Connect Your Systems
The proposal engine connects to your CRM, email, and project tools. When a deal reaches the proposal stage, the system pulls the data it needs and generates a ready-to-send document.
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4. Send & Track
Proposals are delivered as branded PDFs or interactive web pages. You get real-time notifications when they're opened, how long each section is viewed, and whether the recipient forwards it.
FAQs
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How long does it take to set up?
Most proposal automation systems are live within 1–2 weeks, depending on the complexity of your templates and the number of integrations needed.
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Can it work with my existing CRM?
Yes. We integrate with HubSpot, Salesforce, Pipedrive, and most other CRMs. If your CRM has an API, we can connect it.
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What does it cost?
Pricing depends on scope. Book a free 15-minute strategy session and we'll give you an honest assessment — no obligation.