Standard launch
Purchase a focused system
Best when you need one lead source connected to instant follow-up, qualification, booking, and CRM updates.
- From $199/month
- $500 setup
- 24-hour target after access
Why it matters
The business case
Slow proposals lose deals to faster competitors. Automating generation lets reps send a polished quote while interest is still high.
Where this shows up
- Generate quotes automatically from intake data
- Apply your pricing rules and approved templates
- Send for e-signature with automated follow-up
- Track opens and engagement on sent proposals
How it works
From setup to running system
01
Capture
Job details are captured from a call, form, or site visit.
02
Generate
A branded proposal is created using your pricing logic.
03
Send
The proposal is delivered with e-signature built in.
04
Follow up
Automated reminders nudge prospects to sign.
Step 1 of 4
Capture
Job details are captured from a call, form, or site visit.
Built for
Industries this serves well
Choose your next step
Turn proposal generation into a scoped system—not another sales call
See the package, requirements, and price path before sharing your information. A call is optional, not the only way forward.
Custom scope
Describe your exact workflow
Best for voice AI, multiple locations, unusual business rules, higher volume, or several connected systems.
- Detailed intake
- Tailored architecture
- Fixed quote before kickoff
Evaluate first
Model the opportunity
Use our planning tools and modeled scenarios to estimate time saved, response coverage, and possible payback.
- No invented customer claims
- Transparent assumptions
- Replace with verified data later
Your next operating system
Ready to put Proposal Generation to work?
Submit your current process and tools. We'll return a tailored scope, required access, launch timing, and price.