time savings
increase in proposal wins
Proposals don't have to be a time-sucking, mind-frazzling chore. Our custom proposal automation systems streamline your entire manual proposal system into a swift 1-click workflow.
Writing proposals can feel like wading through quicksand. Hours get swallowed by repetitive, manual tasks, from piecing together content to customizing for each client. What should be a routine process ends up draining team energy and focus, sidelining them from more strategic work.
Keeping every proposal consistent can be a logistical headache. Critical information lives in silos, scattered across CRMs, old documents, and random folders. Without a unified system, errors creep in, revisions multiply, and the end product risks looking anything but professional.
Collaboration becomes another stumbling block for the unprepared. Teams juggle back-and-forth edits, constantly chasing down input and approvals. Instead of a streamlined process, it’s a patchwork of emails, file versions, and last-minute changes that bog down the entire operation.
The real breaking point? Scale. As the volume of proposals ramps up, the manual process reaches its limits. Each new request feels like a burden, rather than a new opportunity.
With proposal automation, this all changes. By centralizing content, automating workflows, and standardizing approvals, proposal automation shifts the process from an endless slog to a seamless operation. Now, teams can focus on winning new business.
The proposal is just the beginning of your business, but oftentimes, it feels like the end of a long journey. Proposal automation makes that journey less exhausting.
hours saved per proposal
brand compliance
reduction in data entry errors
faster proposal creation
decrease in revision cycles
Send all leads a glossy, personalized proposal within minutes of finishing your call. Why keep them waiting all day?
Proposal automation can save as much as 10 hours a week per employee!
Proposal automation flips the grind of making proposals on its head. With a centralized content library, pre-built templates, and automated workflows, proposals get built in minutes instead of hours.
Consistency is baked in, errors disappear, and your team can focus on what moves the needle, not just keeping up with paperwork.
Our custom proposal automation solutions streamline your unique workflows, whether you’re handling high-volume bids or hyper-specific client requirements.
We deliver exactly what you need to scale, sharpen your process, and close more deals with less effort.
Nobody likes compromises.
Our proposal automation is built to do what you want, when you want it, and how you want it done.
It's delightfully selfish.
Keep reviews moving with automated reminders.
Track which proposasl close and where to improve.
Automated checks keep proposals aligned.
Keep tabs on who updated what and revert if needed.
Got a specific workflow you want to automate? Our proposal automation experts will help you figure it out.
Use custom templates for different clients.
Autofill proposals with the correct information.
We take your workflows, automate them, and get you the results you need. Simple.
A call where we’ll get aligned and map out the work ahead. We can start as early as tomorrow.
We lock in tasks, timelines, and outcomes. All tracked in ClickUp, so you know exactly what's happening.
We dive in and get to work. You can watch the progress or sit back and let us handle it all. Whatever works for you.
Once delivered, we’ll review everything together. Need tweaks? No problem. We’ll make sure it’s right.
Get custom automations, tailored to your needs with flexible pricing.
Ongoing automation expertise with discounts for longer commitments.
Need advice? Pick our brains for fast, actionable insights into workflows.
Book your consultation now. It’s free and friendly, with no pushy sales tactics. We can start your project as early as tomorrow!
A proposal automation system streamlines every repetitive step in your proposal process. Instead of spending hours piecing together content, formatting, and following up for approvals, automation tools handle it all, instantly pulling in approved content, tracking status, and even flagging errors. It’s about getting proposals out the door faster, with fewer headaches.
Intelligent automation keeps everything standardized. Approved content libraries, pre-set templates, and compliance checks mean every proposal goes out error-free, on-brand, and up-to-date. This minimizes manual mistakes and makes sure you’re sending clients a polished, professional proposal every time.
Yes, most proposal automation platforms integrate with popular CRMs, project management tools, and content libraries. This means your data flows seamlessly between systems, so you’re not wasting time on manual data entry or dealing with mismatched information.
Not at all. Automation simply takes care of the repetitive stuff, freeing you up to add those unique, high-touch details that win clients over. With flexible templates and custom fields, you can tailor every proposal without the grunt work.
Absolutely. For small teams, automation is a force multiplier. Instead of spending hours on each proposal, your team can generate polished, consistent proposals in a fraction of the time. It’s like adding extra hands without hiring—and lets you focus on growth, not admin.
We run on Make.com, the Swiss Army knife of automation platforms (and way more cost-effective than Zapier). It integrates with all your tools, connecting your workflows without the hassle. For project management, we use ClickUp—your go-to hub for tracking progress and timelines. Communication? Slack is our preferred way to keep everyone on the same page.
Pricing is based on the scope of what you need. No hidden fees, no sneaky contracts. Check out our pricing page for details!
Hiring an in-house team is great—if you’ve got a spare $100,000+ a year to burn. But if you want the same level of expertise for a fraction of the cost, we’re your best bet. No costly onboarding and training, no payroll, no benefits, no long-term contracts. Plus, you can hit pause or cancel whenever you want, unlike with a full-time hire.
We're very flexible. Our one-off projects are ideal for testing the waters or - surprise, surprise! - one-off projects, while our subscription options are ideal for more of a retainer-style setup. We also offer an AI and automation consulting option.
We don’t offer refunds because we don’t quit until you’re 100% satisfied. You’ll get unlimited revisions and direct feedback, with no fluff. If something won’t or can't work, we’ll tell you and suggest a better way.