Proposal automation software generates personalized business proposals from templates and CRM data — replacing the time-consuming process of customizing a proposal document for every new prospect. Your pricing tables, scope sections, and executive summaries stay consistent; the client-specific details are populated automatically.
Proposal automation software generates personalized business proposals from templates and CRM data — replacing the time-consuming process of customizing a proposal document for every new prospect. Your pricing tables, scope sections, and executive summaries stay consistent; the client-specific details are populated automatically.
GJSDocs lets sales and account teams generate polished, branded proposals in under a minute. Connect your CRM or spreadsheet, select the prospect, pick your proposal template, and export a client-ready PDF. Every variable — company name, contact, project scope, pricing tier, contract term — is filled automatically from your data source.
Three steps from data to finished document.
Design your winning proposal layout in the visual editor: cover page, executive summary, scope of work, pricing table, terms, and signature section. Add {variable.name} placeholders for all deal-specific content.
Link GJSDocs to HubSpot, Airtable, or Google Sheets. Map prospect fields — company name, contact name, deal value, product tier, project details — to the template variables. Your pipeline data becomes proposal-ready instantly.
Select the deal record and click generate. GJSDocs produces a finished, personalized proposal PDF with every variable populated from your CRM data. Export to PDF or DOCX and send — no editing required.
A digital agency generates custom project proposals for each prospective client using HubSpot deal data — scope, timeline, and pricing are all populated automatically from the opportunity record.
A B2B SaaS sales rep generates a personalized product proposal after every discovery call, pulling the prospect's company details from Salesforce and the right pricing tier from Airtable.
A consulting firm's business development team sends 50 tailored proposals per month without any copy-pasting — each one generated from a master template in under 60 seconds.
Connect your data once. Generate in seconds. No copy-pasting.
Start free — no credit card required