Proposal Templates
Stop building proposals from scratch for every prospect. Upload your PDF proposal template to Docuplete, map the fields, and send a guided link — clients fill their requirements, you get a completed proposal ready for sign-off automatically.
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 collected
Docuplete maps answer boxes onto your PDF proposal wherever each field appears. Common proposal template 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 template you already use — any standard PDF. No reformatting or new designs needed.
Drag answer boxes onto the PDF where each field goes. One answer can map to multiple locations across pages.
Generate a unique link per recipient. They fill a guided interview — no account required. You get a completed, signed document.
Key features
Send prospects a guided link. They describe their objectives and constraints — you get structured input to build a tailored proposal, fast.
Attach a signature field so clients can accept the proposal in the same session — no separate DocuSign step or follow-up required.
Sync the proposal data directly to the HubSpot contact record and attach the signed PDF — keeping your CRM current automatically.
Include or skip scope sections based on client answers — so prospects only see what's relevant to their engagement type.
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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