1. Proposals

  2. Quotes

  3. Contracts
    & Agreements

  4. Electronic
    Signatures

Proposal automation for fast, error-free sales documents and a more productive sales team.

If time kills all deals, then your sales team needs the proposal software that automates repetitive tasks, eliminates unnecessary bottlenecks, and clears the way for a more efficient workflow and active opportunities.

01

Eliminate manual entry

Free your team from time-sucking manual work and reduce costly errors with custom fields and variables that auto-populate new proposals with accurate details like client and company names. Plus our Salesforce integration makes pulling complex fees into proposals foolproof.

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proposal automation
Hubspot Insightly Salesforce Zapier Pipedrive Zoho

01

First Name

Last Name

Client Address

Client City

Client State

Client Zip Code

Dear Sergio,

ALIAS is pleased to present this proposal to provide professional consulting and management services to CECO Inc. Our experience in providing consulting services in {client_state} over the last 3 years provides us with a solid understanding of your business environment and needs.

We have over 1,000 clients that work in {client_industry}. This represents 68% of the business completed by ALIAS. We are active members in the {client_industry} community and believe that we can provide CECO with outstanding expert service that is unmatched by other accounting companies.

We have developed this package that follows with CECO in mind, providing information that is most relevant to your current business needs. If you are interested in any additional information, do not hesitate to contact us. We look forward to serving you.


Sincerely,
Abagail Libbie, Project Manager

02

Store approved content in one easy-to-access location

Save product descriptions, case studies, fees, images, and even entire proposals in one central place, so your whole team’s working with the same sales collateral. At-their-fingertips content means reps can easily find what they need when they need it, make fewer errors, and aren’t forced to reinvent the wheel with every new proposal.

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proposal automation software

Content Library

Sections

Fees

Snippets

Images

Project Fee Summary

04

Description

Price

Research

$5,000

Design

$10,500

Support & Maintenance (Monthly)

$1,500

We’ve estimated this budget based on the scope of services outlined earlier in this proposal. If you have any questions about our pricing or need to increase or decrease the scope of work, please leave a comment and let us know.

proposal automation tools

03

Keep deals from dying with advanced prospect insights

Discover how prospects are interacting with proposals with our metrics and notifications. We tell reps the second their prospects open, read, and esign their sales documents, plus how long they spent reading each section. Armed with this information, reps will know the best time to follow up and the objections they may face when they do.

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ON

OFF

Send my client a reminder email in 2 days.

proposal tracking software

04

Zero-hassle, totally secure electronic signatures

Triple your close rate by adding electronic signatures to your proposals without the added hassle of wrangling yet another piece of software. Proposify lets you set up legally binding, electronic signatures that reps can drag and drop into any proposal, and clients can sign in seconds, from any device.

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Signed

Request Payment

Use our Stripe Integration to request a payment from your client directly in the proposal, so you get paid as soon as they sign off.

proposify stripe integration

Accounting Software

Link to your Freshbooks, Xero, or Quickbooks accounts to send your won proposals into your accounting software.

proposify freshbooks integration proposify xero integration proposify quickbooks integration

Generate an Invoice

Once your deal is done you can quickly create an invoice in your favourite accounting software.

05

Productivity beyond proposals

Crank your workflow into automation overdrive by building dozens of different sales documents in Proposify. Our streams feature lets you organize estimates, signed contracts, RFPs, and more into unique categories that are separate from revenue-related deals so you can make all your documents more dynamic and never worry about gumming up your sales pipeline in the process.

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Viewed

$16,000

7
Days

Emerson Inc.

Additional Work Proposal

automated proposal generator

$2,000.00

Won

$77,750

11
Days

Nova Mall

Planning & Scope

automating proposals

$13,000.00

4
Days

Nova Mall

2020 Proposal

salesforce proposal automation

$64,750.00

Pipeline Total

USD $342,000.00

Viewed

 — $ 

1
Day

SponsorFly

Revised Q3 Contract

rfp automation software
3
Days

Emerson Inc.

Q3 Contract

rfp automation

Won

$25,000

29
Days

MAV Audio Visual

Planing Project Contract

document automation

Pipeline Total

USD $25,000.00

Won

 — $ 

4
Days

NetPlay

Statement of Work (June)

sales automation
31
Days

NetPlay

Statement of Work (May)

document automation software
54
Days

Nova Mall

Statement of Work

sales automation software

Pipeline Total

It’s about more than just proposals.
It’s about world domination.

Get a demo and start your team's total takeover.

I want a demo!
sales proposal generator sales proposal maker