Preparing proposals usually involves copying client details and prices into a document. With automated proposal generation, each one is created with the right products, prices and totals.
A business proposal is a document sent to a prospective client to win their business. It describes what you offer, how you'll deliver it and what it costs, often with a quote that itemizes the prices.
Businesses send proposals every day, from sales proposals and price quotes to project and insurance proposals. Each type follows a structure your team defines once, which makes proposals a natural fit for automation.
Download a ready-to-use template, adapt it to your needs and generate your first proposal in minutes.
From pricing tables to optional services, every part of a proposal can be driven by your data.
List the products, services and prices of each offer in tables that grow automatically with your data.
Learn MoreMultiply quantities by prices and add up subtotals, discounts and totals directly in your proposal template.
Learn MoreInclude optional services, discounts or terms only when they apply, so each proposal stays relevant.
Learn MoreShow prices with the right decimals and separators for your client's locale, whatever their country.
Learn MoreAdd each client's logo or your product photos to the proposal, straight from the data you already have.
Learn MoreUpload a spreadsheet and generate one proposal per row, for dozens or hundreds of prospects in a single run.
Learn MoreAppend your brochure or your terms and conditions as a static PDF at the end of every proposal you generate.
Learn MoreShare templates with your colleagues so everyone in your sales team sends the same approved version.
Learn MoreConnect DocuGenerate to Zapier, Make, n8n or Pipedream, and a proposal is created the moment a lead is qualified in your CRM, a quote request is submitted or a deal moves to a new stage.
Native connectors for Bubble, Coda, Power Apps, Xano and Backendless allow your apps to generate proposals reliably from your DocuGenerate templates.
No-Code Integrations
This in-depth tutorial shows how to enhance the Health Plan Selector app in Power Apps with automated document generation, using DocuGenerate to create professional PDF proposals that summarize personalized health plan recommendations.
Questions frequently asked about creating proposals with DocuGenerate
Get started with 20 free documents per month and our ready-to-use proposal templates.
