Dynamic Proposals (At Scale)
Send Customized, On-Brand Proposals To Thousands—Auto-Built From Your
Offer Docs, Tailored To Each Lead, And Tracked End-To-End.
Why It Matters
(Benefits At A Glance)
Personalization At Scale
Every Proposal Auto-Pulls Details From Your
PDFs/URLs And Lead Data First_name, Company, Industry,Pain_point, Pricing_tier.
Faster Closes
Embed Booking And Payment/Deposit Links (Or E-Sign Accept)
Right Inside The Proposal.
Live Intent Signals
See Opens, Time On Pricing, CTA Clicks, Forwards—Your Agent Instantly Follows Up With The Next Best Step.
Always On-Brand
Locked Templates, Approvals, And Style Guardrails Keep Design And Claims Consistent.
How It Works (4 Steps)
Launch Your AI Sales Agent
Choose a DFY playbook or start from scratch.
Tell your Agent the outcome you want — like booking demos, reviving cold leads, or closing more deals.
Teach It Your Offer
Upload your pricing pages, PDFs, case studies, links, and business details so your Agent understands what you sell, how to position it, and how to respond.
Turn On Automated Pipeline Filling
Your Agent starts auto-prospecting on schedule, continuously bringing in new leads based on your targeting rules.
You can also feed it more opportunities through Chrome Capture, your embedded website agent widget, and imported lists — so the pipeline never stops moving.
Watch the Campaign Turn Leads Into Sales
Your Agent follows up, makes AI voice calls, sends proposals, books meetings, collects payments, and keeps every conversation moving toward revenue. Meetings As It Runs. You Just Monitor Results.
That means more replies, more booked calls, more proposals sent, and more sales coming in — without you having to manually push every step.
How It Works (Fast)
``AI Proposal Composer
Turns Your Offer Docs Into A Structured,
Persuasive Proposal: Intro → Outcomes →
Proof → Pricing → Next Step.
Variables & Conditional
Sections
Auto-Swap Case Studies By Industry,
Show/Hide Addons By Persona, Localize Currency/Tax
Per Geo
Pricing Tables & Bundles
Package Options, Upsells, Discounts, Deposit Links, And Acceptance Terms—All Editable.
Built-In CTAs
Book a call, Accept & Pay, Sign to Start—your choice of next step.
Versioning & Approvals
Drafts, Internal Notes, Edit Locks, And Manager Sign-Off Before Going Live.
Multichannel Sending
Email with proposal link, WhatsApp/SMS short-link, or shareable URL; fallback rules if templates aren’t
approved.
Asset Embed
Drop In Mini Case studies, testimonials, logo strips, explainer videos, and compliance notes
Personalization, Done Right
Tokens: first_name, company, industry, pain_point, proof_snippet, pricing_tier, booking_link.
Sources: Uploaded PDFs/URLs, CRM fields, enrichment, and Agent Q&A.
Tone: Direct, friendly, or consultative—matched to your buyer persona.
Automations Tied To
Buyer Intent
If "Time On Pricing > 60s" → Agent Sends Value/ROI Follow-Up.
If "Opened ≥ 3 Times/No Reply" → Agent Places A Courteous AI Call.
If "Accepted" → Send Onboarding Sequence + Invoice/Contract.
If "No View In 48h" → Nudge With A Shorter Summary.
Templates & Playbooks (By Industry/Goal)
High-Ticket Consults, Retainer Closer, Local Service Quote, Trial→Paid Upgrade, B2B Pilot → Annual.
Each includes benefit framing, objection handling, proof blocks, and compliant terms.
Tracking & Analytics
Per-proposal: opens, section heatmap, link clicks, acceptance, revenue attribution.
Roll-up: win rate by template, industry, rep/agent, and average time-to-close
A/B: subject lines, intros, pricing layout, and CTAs.
Trust & compliance
Branded domain links, PDF export with stamping, audit logs, consent language,
and role-based permissions.
Use Cases
Agencies & Consultants
Close Retainers With Proof-Led Proposals.
Local Services
Quotes That Book Calls Or Take Deposits Fast.
SaaS & B2B
Convert Trials And Pilots Into Paid Annuals—At Scale.
Frequently Asked
Questions
Yes. Content, proof, and pricing blocks automatically adapt based on the prospect’s persona and industry using your knowledge sources, so every proposal feels tailored.
Yes. You can include payment links and e-signature options directly within your proposals, making it easy for prospects to take action without leaving the page.
You can define your brand voice, colors, messaging, and structure once, and every proposal generated will follow those guidelines to stay consistent.
The system can trigger automated follow ups across multiple channels to re-engage the prospect and increase the chances of a response.
Yes. You get visibility into opens, clicks, engagement, and conversions so you can track performance and optimize your proposals over time.
Generate Your First
Dynamic Proposal →
Import your offer docs, pick a template, and send
a tailored proposal in minutes.
