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.
Watch 2-minutes Demo
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 (3 Steps)
Connect knowledge
Upload Pricing Sheets, Pitch Decks, FAQs—ClientForce Learns Your Offer, Benefits, Proof, And Objections.
Choose A Template & Rules
Pick A Playbook (e.g., “High-Ticket Consult,” “Local Service Quote,” “Trial→Paid”), Set Variables And Conditional Sections.
Launch At Scale
Your Agent Sends Proposals Via Multichannel Sequences; Tracking And Automations Handle The Rest.
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 adapt by persona/industry using your knowledge sources
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Generate Your First
Dynamic Proposal →
Import your offer docs, pick a template, and send
a tailored proposal in minutes.
