Quote to proposal

The problem: Pricing lives in a spreadsheet. Terms live in an old document. Every proposal is rebuilt from the last one — manually checked, converted to PDF, sent late.
The fix: Deal data flows straight into a generated, current, on-brand proposal. A person approves it. Nothing is rebuilt from scratch ever again.
The outcome: Quotes go out the same day, right first time.
The commercial outcome: Faster quotes win more work. Consistent pricing protects the margin.

Drag the line — before to afterTap SHOW ME BETTER

How it usually goes

PRICING SHEET

OLD PROPOSALS

T&Cs DOC

MANUAL CHECKS

PDF BUILD

SEND

✕ VERSION CHAOS✕ COPY-PASTE✕ SLOW APPROVALS

TIME PER QUOTE HOURS → ?VERSIONS MANY → ?ERRORS COMMON → ?

STOP BUILDING THE SAME DOCUMENT AGAIN AND AGAIN.

Got something like this?