Productized System
10 minutes from intake to a branded proposal in their inbox.
A client fills out a short form. 10 minutes later, a fully personalized proposal is in their inbox with your Stripe link embedded. Auto follow-up if they do not open it.
The problem
The average proposal takes 2-4 hours to write. Most never get followed up on.
Businesses using automated proposals close 18% more deals and reduce proposal time from hours to minutes. The system follows up automatically when the prospect does not respond.
How it works
From CRM data to signed contract
Client fills out an intake form
Or your CRM triggers the process automatically.
AI generates the proposal
Personalized scope, pricing, and timeline. Your branding. Your voice.
Branded PDF + web proposal delivered
Professional web page plus downloadable PDF. Stripe payment link embedded.
Automatic follow-up
48 hours, no open? Follow-up fires. Opened but not signed in 5 days? Objection handler goes out.
Pricing
Setup
$1,500 - $2,000
Template design, branding, CRM integration, Stripe connection, follow-up sequences.
Monthly
$300/month
Hosting, updates, template refinements, support.
Comparable tools: PandaDoc $19-$49/user/month (templates you fill in). Agencies charge $2,500-$6,000 for custom builds. Ours generates the content automatically.
If you write more than 3 proposals a month, this pays for itself in the first week.
Best for: accounting firms, law firms, HVAC contractors, insurance agencies, consultants.
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