Polished proposals in minutes.
Takes structured inputs and generates polished, branded proposals, SOWs, and contracts — pulling from your template library, past proposals, and pricing rules. Approval workflow and e-signature included.
The problem
Every proposal eats 6–10 hours: pulling case studies, formatting pricing tables, hunting down the right SOW template, getting the team bios right, making sure the legal terms are current. The good salesperson spends the morning writing instead of selling. The okay one sends a sloppier proposal a day later. Either way, proposal turnaround is the bottleneck on close rate.
What we build
We build a structured intake (form or CRM trigger) that feeds your branded template library. The system assembles the right proposal — scope sections, relevant case studies, team bios, pricing tables, legal terms — formatted to your brand standards. It runs through your approval workflow, lands in the prospect's inbox with e-signature embedded, and tracks who opened, who signed, and what closed.
Outcomes
Discovery call ends; proposal lands in the prospect's inbox before the next meeting. Most clients see 4–8 hours per proposal recovered.
First-mover advantage matters in proposals. The fastest professional response often wins on perceived responsiveness, before content is even compared.
No more "oh, we forgot to update the indemnification clause in this template." Everything pulls from a single source of truth — version-controlled.
Capabilities
Every deployment ships with these. We configure them to your business — you don't rebuild them from scratch.
Sales rep fills a short structured form, or a new opportunity in HubSpot/Salesforce kicks off the proposal automatically. Both pre-populate everything they can.
Pulls the right scope sections based on services selected, relevant case studies based on industry, team bios based on who's on the deal — all from your library.
Pricing rules encoded once: tiered pricing, volume discounts, package bundles, add-on math. No more manual tables that get cell-merging wrong.
Every proposal looks like it was built in InDesign — typography, layout, branded sections, polished pricing tables. Not a Google Doc with bad table borders.
Routes through whatever sign-off chain you set — manager review on deals above a threshold, legal review for non-standard terms, etc.
Embedded DocuSign or PandaDoc — prospects sign in the proposal itself. You see who opened, what they spent time on, who signed, and which sections drove pushback.
Pricing
Pricing is monthly, cancel anytime. Most clients start at Standard and adjust after the first 90 days.
Up to 30 proposals/mo, one template family, basic pricing.
Unlimited proposals, multiple templates, e-signature.
Custom workflows, legal clause library, ongoing optimization.
Integrations
Don't see your tool? Most integrations are 1–2 days of work — ask.
Ideal for
Professional services, agencies, consultancies, contractors, B2B SaaS — any business that sends proposals or SOWs regularly and where proposal turnaround affects close rate.
Pairs with
Most clients run two or three solutions side by side. Here's what compounds best with this one.
Qualified leads flow straight into the proposal pipeline — discovery call notes pre-populate the scope, and the proposal goes out same-day.
See the solutionCloses the revenue loop: proposal → signed contract → invoice → collection. No data re-entry between steps.
See the solutionFAQ
No. We use your existing best proposals as the starting point — extract the structural patterns, codify the pricing rules, and migrate the design system. Setup takes about a week.
The system handles 80–90% straight through. For the rest, the sales rep gets a draft they edit before sending — still much faster than starting from scratch.
Yes. Proposals, SOWs, MSAs, change orders — anything with structured inputs and a template library. Each document type can have its own approval workflow and legal review path.
Book a free 30-minute discovery call. We'll figure out whether this fits your situation, what a realistic deployment looks like, and what it would actually cost. No pitch — just a working answer.