Automate the creation of accurate, professional-looking proposals. When a deal reaches a specific stage in the CRM, automatically pull all relevant customer and pricing data into a pre-designed template, ready for review or sending.
Manually creating sales proposals by copying and pasting client details, project scope, and pricing from multiple documents is slow, repetitive, and leads to inconsistent, error-prone proposals.
Dramatically accelerates the sales cycle, eliminates embarrassing copy-paste errors, ensures brand consistency, and frees up sales teams from manual admin to focus on closing deals.
From first call to implementation in days, not months.
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It all starts with a quick and friendly conversation.
Speak with experts
On the call you'll speak with one of our certified automation experts who will analyse your challenges and craft a personalised roadmap.
It's go time
Deploy your automation solution with hands-on guidance and ongoing support to ensure smooth adoption and measurable results for your team.
Cut your workload by up to 70% with Smart Automation & AI
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