Every proposal your team produces manually is two hours of senior time spent on formatting, not selling. We build document automation systems that generate accurate, branded proposals directly from your CRM — in under two minutes, without touching a template.
Finding last month's template, updating the client name, repricing the line items, reformatting the layout. Senior time on clerical work.
Wrong client name. Last client's pricing left in. Outdated terms. One mistake and the prospect questions everything else in the document.
Speed-to-proposal correlates directly with win rate. Every hour between the meeting and the document is time for the prospect to cool off or talk to a competitor.
Proposals living in email attachments. No tracking, no knowing when they were opened, no follow-up triggered by prospect behaviour.
Every engagement ends with working automations in production. Here's what that looks like for proposals and documents.
One click in Monday.com or your CRM triggers Make.com to pull deal data — client name, scope, pricing, terms — and populate a branded PDF template. The proposal is emailed to the prospect automatically. Total time: under two minutes.
Professionally designed document templates built to your brand standards. Consistent layout, correct typography, no manual formatting required. Every proposal looks identical regardless of who triggered it.
Service tiers, volume discounts and add-on pricing pulled from a central rate card. No manual calculation, no outdated figures. Change the rate card once and every future proposal updates automatically.
Know when a proposal is opened. Trigger a follow-up task in your CRM automatically. Stop guessing whether the prospect has seen it — and stop missing the optimal moment to call.
Book a 20-minute discovery call. We'll map your current proposal process and show you exactly what to automate.