Proposal automation software that drafts, routes and syncs for you
Many proposals start the same way: a deal reaches a stage, someone copies details into a document, a manager checks the price, and a status gets updated by hand. ProposalCreation automates those steps. A proposal draft is created from a CRM deal, approvals route themselves, Slack hears about opens and signatures, and webhooks push every event to the rest of your stack.
How proposal automation works end to end
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Trigger
a deal reaches a stage in HubSpot, Pipedrive or Salesforce, or a Zapier step or webhook call starts the flow.
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Draft
the AI creates a proposal from the deal data, your template and your content library.
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Route
discounts above your threshold go to an approver, and the owner gets a task to review.
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Send and track
once approved, the proposal goes out as a tracked link, and reminders follow up when it is not opened.
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Sync
opens, views and signatures update the deal and fire webhooks to your other tools.
Auto-generate proposals from CRM deals
Map deal fields to proposal fields once: company, contact, products, quantities, amount and close date. When a deal is ready, the proposal draft appears with those details in place and the AI writes the summary and scope around them. On Enterprise, custom fields mapping lets you use your own deal properties, such as industry, contract length or region, to choose the template and the terms. The rep reviews a finished draft instead of starting from a blank page.
Zapier and webhooks for every event
Every plan includes Zapier and webhooks. Send an event when a proposal is created, sent, opened, forwarded, signed or declined, and use it wherever you need it: create an invoice in your billing tool, open a project in your project management app, add a row to a reporting sheet or notify the delivery team. Incoming webhooks can also start a proposal from a form or an internal system.
- Proposal created, sent and opened
- Proposal forwarded to a new viewer
- Proposal signed by each signer
- Proposal declined or expired
Slack notifications for the moments that matter
Connect Slack and choose a channel per team. The owner and the channel get a message when a client opens a proposal, signs it or forwards it to a colleague, so the right person can follow up while interest is high. Approvers can be alerted when a discount waits for their decision.
Automatic reminders and approvals
Business and Enterprise send automatic reminders for proposals nobody has opened, on the schedule you choose. Approval rules for discounts route proposals above the threshold to the right person without anyone forwarding emails. Read how the proposal tracking data feeds these reminders.
What proposal automation removes from your week
- Copying deal details from the CRM into documents.
- Manually updating deal stages after a client opens or signs.
- Chasing clients who never opened the proposal.
- Forwarding proposals to managers for discount checks.
- Re-entering signed deal details into billing and project tools.
Which plan includes proposal automation
| Plan | Price billed annually | Automation |
|---|---|---|
| Starter | $24 per month | Zapier and webhooks |
| Growth | $74 per month | Plus HubSpot and Pipedrive |
| Business | $149 per month | Plus Salesforce, approval rules for discounts, automatic reminders |
| Enterprise | $399 per month | All integrations, custom fields mapping, audit log, SSO (SAML) |
Monthly billing is $49, $149, $299 and $799. Seats included are 1, 5, 15 and 50, and AI drafts per month are 20, 70, 150 and 400.
Templates that work well with automation
Automated drafts work best from a fixed structure such as the statement of work template or the pricing proposal template. For the connector details, see proposal software CRM integration, and for the deal workflow of a sales team, see sales proposal software.
Frequently asked questions about proposal automation software
Can a proposal be created automatically when a deal changes stage?
Yes. With HubSpot, Pipedrive or Salesforce connected, or through Zapier and webhooks, a deal stage can trigger a proposal draft built from the deal data.
Is an automated draft sent without review?
No. Automated drafts wait for the owner to review and send them, and discounts above your threshold wait for an approver on Business and Enterprise.
Which events can we send by webhook?
Created, sent, opened, forwarded, signed, declined and expired. Each event includes the proposal, client and deal identifiers.
Do automated drafts count toward the AI limit?
Yes. Each automatically created draft counts as one AI draft in your monthly allowance, the same as a draft started by hand.
Can we map our own CRM fields?
Custom fields mapping is part of Enterprise. Other plans map the standard deal fields such as company, contact, products and amount.
Automate your next proposal
Connect your CRM or a webhook and let the next deal create its own draft.