Proposal Automation
Automated Sales Proposals with Built-In ROI Calculations
Your reps already know the pitch. What slows the deal down is building the proposal, and doing the ROI math by hand every time.
A prospect asks for a proposal, and now someone on your team is pulling numbers from three places, building a spreadsheet to show the return, and formatting all of it into something that looks professional enough to send. That takes hours, and every rep does the math slightly differently. By the time the proposal lands, the moment has cooled off.
We build automated proposal systems that do that work for you. A short form or a few pulled data points in, a branded proposal out, with the ROI or cost-savings calculation built in and consistent every time. Your reps stay focused on the conversation. The system handles the pricing, the math, and the formatting.
Built-In ROI Calculators
The proposal calculates payback period, cost savings, or return on investment directly from your inputs, using the same logic every time instead of a rep's best guess in a spreadsheet.
Auto-Generated Proposals & Quotes
Fill out a short form or pull from your CRM, get a branded PDF proposal ready to send, with pricing and terms applied automatically from your rules.
Pulls From the Systems You Already Use
Pricing tables, CRM deal data, and past-usage numbers feed the proposal directly, so nobody is re-typing figures that already exist somewhere else.
Send, Track, and Follow Up
Proposals go out with tracking built in, so you know when a prospect opens it, and automated follow-ups go out if it sits unanswered.
Frequently asked questions
What does an ROI calculation in a proposal actually look like?
It depends on your business: cost savings from time reclaimed, payback period on the investment, or projected revenue impact. We build the calculation around the metric that actually matters to your buyer, using your own pricing and their inputs.
Can this pull from our CRM automatically?
In most cases, yes. If your CRM has an API or a Zapier/Make integration, we can pull deal data straight into the proposal instead of requiring a rep to enter it manually.
How is this different from a template in Word or Canva?
A template still requires someone to do the math and fill in every field by hand. This system calculates the numbers, applies your pricing logic, and generates the finished document automatically. Same look, a fraction of the time.
How fast can you build this?
Most proposal automations ship in a few weeks. We scope your current proposal process on the free call, identify what should be automatic, and give you a fixed quote before anything is built.
Tell us what you're trying to automate.
30-minute call, no commitment. We'll tell you what's possible and what it would cost. Then the decision is yours.