Proposal and quote generation

Proposal and quote generation is an automation that drafts a near-final proposal or quote straight from a deal in your CRM. When a deal reaches the quote stage, it pulls the deal details, picks the right template, applies your pricing rules, fills in the scope, and adds matching case studies, so the rep opens a built document instead of a blank one. The rep reviews the price, scope, and terms, edits anything, and sends. The point is not to replace the rep's judgment on a deal. It is to stop reps rebuilding the same document from scratch every time and get the quote to the prospect while they are still interested.

A template still leaves the rep to copy it, hunt down the deal details, and fill everything in by hand, which is where the time and the errors come from. This starts from the deal already in your CRM and does that assembly for the rep: the right template for that deal type, your pricing, the scope, and case studies that fit the buyer. Full CPQ tools do configure and price, but they are heavy to set up, priced for larger sales orgs, and usually mean moving your process into their system. This fits onto the CRM and documents you already use, and it drafts for a human to review rather than locking you into a new platform.

No. It drafts, a person approves. Pricing and terms always get a human review before anything goes out, because a proposal that auto-sends with a wrong price, scope, or terms is a real financial and legal risk, not a small typo. The rep opens a near-final document, checks the numbers and the terms, edits anything that needs judgment, and sends. This is deliberately not a system that fires binding quotes at prospects on its own. It does the assembly so the rep spends their time reviewing and closing, not rebuilding.

Standard deals, the repeatable ones, are where it drafts closest to final. Nonstandard deals, meaning custom scope, negotiated discounts, or unusual terms, are exactly where the risk lives, so those get flagged for the rep instead of guessed at. The system fills in what it can from the deal and pricing rules and marks the pieces that need a human decision, rather than inventing a number to look complete. During setup we test it against a batch of your real past deals, both clean and messy ones, and tune the pricing rules and the flags until the drafts match what a rep would build. A person always makes the final call on a deal that does not fit the mold.

On the CRM side, Attio, HubSpot, Salesforce, and Pipedrive, so the draft is built from the deal your reps already work in. For the document itself, PandaDoc, Proposify, Google Docs, or Microsoft Word. For signature, DocuSign and similar e-sign tools. For pricing, your pricing sheet, and billing tools like QuickBooks or Stripe where quotes need to line up with invoicing. Most tools with an API can be added. The audit maps your exact stack and picks the setup that fits how your team already sells.

Usually two to three weeks. The first days go to connecting your CRM, mapping your templates, and encoding your pricing rules and scope options. Then the draft runs against a batch of your real past deals, both standard and nonstandard, so it gets tuned to how you actually quote before it touches a live deal. You go live once the drafts match what your reps would build by hand, which is what makes the review quick instead of a rewrite. Setup includes the human-review step and the flags for nonstandard deals, so price and terms are always checked before a send.

Two parts. Tooling runs as a monthly cost for the document and e-sign tools plus model usage, typically a per-seat range that scales with your team. Implementation is a fixed scope, quoted once the audit maps your CRM, templates, and pricing rules, so you are pricing a defined build rather than an open-ended retainer. The audit is where the scope and price get set against every other opportunity in your business, so you are not guessing at effort up front. Priced as part of the audit.