Send personalised proposals instantly so deals don't stall waiting for paperwork.
Proposal delays kill deals. We set up systems that let salespeople generate customised proposals instantly, with their pricing, terms, client-specific info, and send for signature. No waiting for legal, no back-and-forth emails.
Proposal automation is the use of templates, pre-approved terms and CRM data to generate customised, branded proposals quickly and send them for digital signature, so a business can respond to a buyer's request in hours instead of days and deals don't stall waiting on paperwork. It’s one function of Sales Process within your Growth Hub , part of a connected back office.
Common problems we solve
Proposals take days to create and send
Client receives generic proposal that doesn't feel personalised
Multiple back-and-forth emails on terms and pricing
Unsigned proposals forgotten about
Inconsistent proposal format damaging brand
Here's what you receive
Proposal Template Design
Professional, branded template with variable fields for customisation
Proposal Tool Setup
Configure tool with templates, pricing rules, and CRM integration
Workflow Automation
CRM triggers that auto-generate proposals, follow-ups, signature reminders
E-Signature Integration
Connect to DocuSign, HelloSign, or similar for digital signing
Sales Training
How to generate, customise, and send proposals
How it works
Most Australian SMEs treat proposals like one-offs: custom written, email back-and-forth, multiple versions. Automation removes friction. A standard template with variable fields lets salespeople send professional proposals instantly.
Proposals generated and sent within hours not days
Professional, branded proposals every time
Client-specific proposals (pricing, terms, timeline)
Digital signature capture speeding close
Automated follow-up reminders for unsigned proposals
Faster close cycles reducing deal slippage
How proposal automation works
Standardise proposal template with variable fields
Build proposal generator in CRM or dedicated tool
Connect to e-signature platform
Train sales on generating and sending proposals
Set up automated reminders for unsigned proposals
Track proposal status in CRM
Who this service is ideal for
Service businesses with consulting-style sales
Companies that send 10+ proposals monthly
B2B businesses with variable pricing by client
Any team tired of proposal delays killing deals
Related services to explore
Pipeline Methodology
A sales methodology gives your team a framework for consistent, predictable selling. We train your team on proven methodologies, qualifying prospects, identifying needs, advancing deals, so every salesperson sells the same way.
Automation Setup
Manual data entry and task management are time killers. We set up CRM automations, email follow-ups, task creation, lead assignment, field updates, that handle routine work. Sales team focuses on selling; CRM handles busywork.
Sales Enablement
Great salespeople need great tools. We build comprehensive enablement programs: objection handling guides, competitive battlecards, deal stages playbooks, and skill-building coaching. Your team is equipped to handle any conversation and close more deals.
Frequently asked questions
The short answers are here. For anything else, ask below or get in touch.
PandaDoc, Proposify, Qwilr, or Zoho for mid-market. Most integrate with CRM for data pull.
Ready to get started with proposal automation?
We can help you implement proposal automation and start seeing results. Talk to an advisor about your specific needs and how this service would fit your business.