Generate Proposals in Minutes Not Days
Stop the copy-paste nightmare. Our AI-powered proposal and contract automation pulls data directly from your CRM to generate personalized, professional documents that close deals faster.
Book Your Proposal Automation AssessmentWhy Manual Proposal Creation Slows Revenue
Sales reps spend hours copying data from CRM into proposal templates, hunting for the right pricing, and formatting documents. This manual process delays deals, introduces errors, and pulls sellers away from actual selling.
The solution isn’t just a template library – it’s intelligent automation that understands your deal structure, pulls the right information from your CRM, and generates compliant documents that match your brand standards.
Our methodology connects your CRM, pricing rules, and document templates into a seamless workflow that generates proposals and contracts with a single click – or fully automatically when opportunities reach the right stage.
The Hidden Implementation Challenges
Sales proposals with dynamic pricing, product configurations, and personalization
Contracts and MSAs with pre-approved terms and e-signature integration
SOWs and order forms with accurate line items and renewal schedules
Our Document Generation Methodology
CRM Integration
Real-time data sync from Salesforce, HubSpot, or your CRM to power document generation
AI Personalization
Dynamic content generation tailored to each prospect's industry, size, and needs
E-Signature Flow
Seamless handoff to DocuSign, PandaDoc, or your signing platform
Real Results from Strategic Implementation
"Our AEs used to spend 3-4 hours creating each enterprise proposal. Now they click a button in Salesforce and have a branded, accurate proposal in under 5 minutes. Deal velocity increased immediately."
Measurable Impact in 90 Days
Challenge: Enterprise proposals taking 4+ hours each, delaying quotes
Solution: Built one-click proposal generation with CRM data and dynamic pricing
Results: 95% reduction in proposal time, 25% improvement in quote-to-close
Our Implementation Process
Template & Data Mapping
Design document templates and map CRM fields to document variables
Build Generation Engine
Develop document generation logic with pricing rules and approval workflows
Deploy & Train
Launch in CRM with user training and integration to e-signature tools
Trusted by Growing Companies Worldwide
Ready to Accelerate Your Deal Cycles?
Generate professional proposals and contracts in minutes, not hours. Close deals faster with automation.
Get Your Free Automation AssessmentBook Your Proposal Automation Assessment
During this 30-minute consultation, our automation experts will: