Proposal Builder

Automated sales proposals that scale with your business. Whether you need to integrate with PandaDoc or build your own custom proposal engine, I'll help you remove bottlenecks, reduce errors, and close deals faster.

Proposal Integration Sprint

Plug into PandaDoc, Qwilr, or DocuSign. Automate proposals using your CRM or internal tools.

  • API integration with proposal tools
  • Auto-fill from HubSpot, Salesforce, or custom data sources
  • Webhooks & manual triggers
  • Status syncing (draft, sent, signed)

Timeline: 1–2 weeks
Price: $3,500 flat

Custom E-Proposal Builder

Branded PDFs or HTML proposals built from your structured data. Tailored to your workflow and pricing logic.

  • PDF generation (WickedPDF, Prawn)
  • Optional HTML preview interface
  • Scoped business logic for pricing & content
  • Admin controls for regeneration & review

Timeline: 3–4 weeks
Price: $6,500 flat

Who It's For

  • SaaS companies and service businesses sending 3+ proposals/week
  • Teams using PandaDoc, DocuSign, or Qwilr manually
  • Operations and RevOps teams automating workflows
  • Startups with custom quoting logic

Why Automate Your Proposals?

  • Instantly generate proposals when deals hit key CRM stages
  • Support multilingual/multi-currency variants
  • Maintain brand consistency across all documents
  • Track opens, updates, and signatures with supported tools

Optional Add-ons

  • Strategy Sprint: $2,500 (recommended before Custom Builder)
  • Maintenance plan: $1,000/month