Proposal Writer
Proposals, drafted and sent.
A teammate who drafts proposals from your templates and tracks contracts to signed.
Proposal WriterReady for your OK
A proposal is ready to send.
- Deal details pulled from HubSpot
- Drafted from your template
- Contract set up for signature
Nothing goes out until you approve.Approve
What it does
- It drafts proposals from your templates and the deal.
- It sends contracts for signature and follows up.
- It flags renewals ahead of time.
Works in your tools.
No new software. It works where you already do.
- PdPandaDoc
DocuSign
Google Docs
HubSpot
You approve. It does the rest.
On its own
- Fills templates
- Follows up on signatures
- Updates HubSpot
- Flags renewals
Waits for your OK
- Every proposal and contract
- Changes to standard terms
- Discounts
It never signs for you.
