Proposal Automation
Proposals prepared for every prospect without a repeatable process take time and produce inconsistent quality. Upload your PDF proposal template to Docuplete, map the fields, and send each prospect a guided link — they fill their requirements, you get a completed proposal ready for sign-off.
Live demo · No account needed
Open the sandbox, answer a few questions, and watch the PDF auto-fill. No sign-up, no credit card required.
Open live sandboxWhat gets automated
Docuplete maps answer boxes onto your proposal PDF where each field appears. Common proposal automation fields include:
How it works
Each recipient gets their own unique link. The interview adapts to their answers — only asking what's relevant.
Upload the form you already use — any standard PDF. No reformatting needed.
Drag answer boxes onto the PDF where each field goes. One answer can populate multiple locations.
Each recipient gets a unique interview link. They fill and sign — you receive a completed PDF automatically.
Key features
Send prospects a guided link. They describe their objectives and constraints — structured input to produce a targeted proposal, fast.
Include a signature field so clients accept the proposal in the same session — no separate follow-up required.
Include or exclude scope sections based on client answers — prospects only see what's relevant to their engagement type.
Sync the proposal data and signed PDF to the HubSpot deal record automatically on submission.
14-day free trial. No credit card. Works with the proposal PDF you already use.
Start free trialStarts at $69/mo.
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