Proposal Automation Software

Proposal Automation Software - Bulk and On-Demand Proposals

Old Style Proposal Generation

The heart of the business lies in its customers, and to get customers, one eventually has to make some sort of a proposal.

Creating great proposals is one of the most important factors in a successful business, this will make or break your business. Proposal creation is a tedious job limiting the time available to sales reps in engaging with potential customers. Imagine the lost productivity and time if the sales executive creates a new proposal by filling dynamic fields in the proposal template.

Often, the time available to produce a winning proposal is limited. The more time spent on proposal creation, the longer the potential customer will wait, and the higher the chances that you will lose this customer, alongside the higher sense of pressure imposed on your sales team.

Manually filling proposal templates with cut-and-paste data is expensive, slow, and often error-prone. Manual errors can ruin the entire hard work and even threatens the organization’s brand reputation. And a single mistake can lead you to lose a potential customer in a heartbeat.

And this is exactly the reason why most businesses are saying goodbye to manual proposal creation and opting for proposal automation.


Proposal Automation Software

The solution to the problem lies in automating proposal generation using proposal automation software. These systems automate the generation of proposal documents from the organization’s CRM. Also, the sales rep can use customer data in Excel /XML/JSON formats to generate proposals individually or in bulk.

If you don't store customer data, you still can take advantage of proposal automation software. They allow users to fill dynamic fields (Ex: Client Name, Pricing) of the proposal template through a fillable form. This eliminates manual errors and improves productivity by >80%. The bottom line is these tools reduce the time salespeople devote to compiling, writing, and reviewing sales proposals.

But lack of simplicity in these tools is limiting large-scale adaptation. Some of them are so complex that even for small changes in templates, business users have to seek IT support. Almost all of them force users to junk existing proposal formats and create brand new templates in their systems again. Any changes in formats require reworking. For any organization, it amounts to a lot of upfront costs.

Moreover, many service organizations prefer PPTX proposals over Word/PDF proposals. Most of these tools don't support PowerPoint proposal generation.

EDocGen Proposal Automation Software

It is a next-generation proposal automation software built with the following objectives.

  1. Take the pain out of template creation by allowing users to convert existing documents into templates at the speed of a few clicks (few seconds!)
  2. DIY system that requires zero IT support
  3. Provide multiple options to auto-fill proposal template - online form/Excel/XML data to generate error-free proposals on the fly.

It supports the dynamic population of text, tables (cost tables), reusable content blocks, & images and is extremely flexible to cater to different kinds of business proposals. The sales rep can fill the proposal template through customizable online questionnaires or auto-populate CRM data.

Interactive proposal automation: EDocGen auto-generates fillable forms from your templates. Often while filling proposals, you might have encountered a scenario where you enter the same value (Ex: Employee name) at multiple places in the document. With EDocGen you enter the value in the form only once and the system fills at for all multiple occurrences of that field in the proposal document.

On-demand proposal automation: EDocGen integrates with your CRM systems through Zapier/ REST API to generate proposal documents on-demand.

It is API first product and has a well-developed REST API. Thus it can be integrated with CRM systems to generate proposals directly from CRM data. Through its OneDrive and SharePoint integration, generated proposals can be synced to cloud storage.

Through these integrations, automate proposal creation and delivery without any manual intervention. For example, once a customer submits an online form or a sales rep enters customer records in CRM, it triggers proposal document creation. Not just it saves time, but it also creates a wonderful customer experience.

Bulk proposal automation: The system also allows the population of XML/ Excel/JSON into proposal templates for multiple proposals generation. You can export your prospect and customer data in any of these formats for multiple proposal generations in one go.

The system supports the generation of proposals in Word, PDF, PPTX, and Excel formats. Using conditional statements and the dynamic population of sub-templates/content blocks, you can create a custom proposal for each customer with a click of a button. Multiple sales teams can collaborate on the proposal through drafts functionality.

JSON format template


  1. Empower sales rep: Help your sales reps to become more efficient, freeing up time to sell more business
  2. Better brand governance: The central repository of approved proposal templates for proposal generation helps in organization-wide consistency in brand
  3. Improve customer experience: Your sales reps can respond faster to customer requirements thus engaging customers better.

EDocGen is a versatile proposal automation software that adds great value to your sales organization. Give it a try.

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