Proposal generator tuned to your service menu
Pick the services, pick the client, get a branded proposal with scope, timeline, and pricing in under a minute.
Possibilities
Where this could go
Menu Driven Service Selection
Select predefined services from your catalog to automatically populate the scope and pricing.
- Choose from predefined services
- Automatically pull pricing data
- Insert standard scope details
- Keep service descriptions consistent
Instant Branded Proposal Creation
The system compiles your selections into a polished document with your logo and brand colors.
- Apply custom brand themes
- Generate PDF or web links
- Include custom cover pages
- Build clean timeline visuals
Connected To Your Existing Tools
Pull client details directly from your CRM and connect payment gateways for immediate signoff.
- Sync with HubSpot or Salesforce
- Connect Stripe for deposits
- Enable secure e-signatures
- Track proposal view status
Questions
Things people ask
How does the tool know my pricing and services?
We configure the generator to read directly from your existing service catalog or a dedicated database like Airtable.
Can I edit the proposal after it is generated?
Yes. The generator creates a draft document in tools like PandaDoc or Google Docs so you can make manual adjustments before sending.
Does this work with my current CRM?
We integrate the generator with major CRM platforms like HubSpot and Salesforce to pull client contact information automatically.
How do clients sign the proposal?
The generated proposals include built in e-signature blocks compliant with standard digital signing software.
Can I include different branding for different departments?
The system allows you to select a brand theme at the start to apply the correct logos and color schemes.
How are project timelines calculated?
You input the estimated start date and the system calculates delivery milestones based on the standard duration of the selected services.
Can clients pay their deposit directly from the proposal?
We can connect payment processors like Stripe to collect upfront payments as soon as the client signs the document.
