Automated Proposals

In many service businesses, proposals are where momentum stalls. You’ve had the discovery call, the prospect is warm — but now your team is juggling templates, digging for pricing info, chasing approvals, or worse, starting from scratch every time.

Manual proposal creation drains time and introduces risk. Deals are delayed. Mistakes slip through. Follow-ups get forgotten.

An automated proposal workflow changes that. From pre-filled templates to instant delivery and smart follow-ups, we build systems that keep deals moving — and your team focused on selling, not formatting.

The Problem With Manual Proposal Processes

Creating and managing proposals manually creates drag at a critical point in the customer journey. Here’s what we commonly see:

• Sales teams wasting hours formatting proposals and updating pricing
• Disconnected data between CRM, pricing sheets, and proposal tools
• Proposals delayed due to internal approval bottlenecks
• Forgotten follow-ups leading to lost opportunities
• Inconsistent proposals leading to confusion or errors
• No clear visibility into when a proposal is opened or viewed

These problems aren’t just operational — they impact revenue, close rates, and customer perception. And they’re all avoidable.

What an Automated Proposal Workflow Looks Like

We help you go beyond templates. Our workflows tie together your CRM, pricing logic, proposal tool, and email automation — so your team can generate, send, and track proposals in a few clicks.

✅ Instant proposal generation
Auto-fill proposal templates with client data from your CRM (e.g. HubSpot, Airtable, Pipedrive) based on deal stage, services, or scope.

✅ Approval routing built-in
Trigger internal notifications for pricing or legal review before a proposal goes out — no more chasing managers or Slack threads.

✅ Automated follow-ups
Send timed follow-ups or nudges if a proposal hasn’t been opened or signed within a certain window.

✅ eSignature integration
Connect proposal tools like PandaDoc, Qwilr, DocuSign or SmartDocs so your client can review and sign without delays.

✅ Track engagement
Get real-time notifications when your proposal is opened, viewed, or commented on — and use that to inform your follow-up.

✅ Dynamic pricing & service selection
Use form logic or AI agents to customise proposals based on selected services, scope, or inputs from a sales rep.

Our Delivery Process

We combine business strategy and technical implementation to build a proposal system tailored to your workflows, tools, and sales goals.

1. Discovery & Mapping

We analyse your existing proposal process — from data sources to content, approval steps, and follow-up.

2. Workflow Design

We architect a system that connects your CRM, proposal tool, email platform, and internal logic — using platforms like Make, Zapier, and native integrations.

3. Tool Configuration

We configure your templates, dynamic content blocks, approval logic, and integrations. If needed, we support you in choosing the best proposal software for your use case.

4. Testing & QA

We run test scenarios across different deal types, pricing tiers, and team structures — ensuring the system is reliable and scalable.

5. Launch & Enablement

We roll out the workflow, provide documentation, and train your team to confidently generate and manage proposals.

6. Optional Ongoing Support

We offer support plans to keep your proposal flows up-to-date as your services, pricing, or tools evolve.