We build proposal and document generation systems that take data from your CRM, merge it into a branded template and produce a finished PDF — ready to send, without anyone touching a template, reformatting a table or copy-pasting a client name.
Find the last similar proposal. Copy it. Update the client name — everywhere. Change the pricing. Reformat the tables. Check the branding. Export to PDF. At 8 proposals a week, that's a significant chunk of a person's time just on production.
The wrong client name. Last month's pricing. A scope that was copied from a different service line. Manual proposal production is error-prone by design — and errors in proposals cost credibility at exactly the wrong moment.
Proposals emailed from personal inboxes with no tracking. No idea if it's been opened. No follow-up trigger when it sits unsigned for a week. No connection back to the CRM pipeline.
Different people using different versions of the template. Fonts that don't match the website. Logos that haven't been updated. A proposal that looks like it was built in 2019 because it was.
We build the full pipeline — from CRM trigger to signed document — using Make.com, PDF generation tools and e-signature platforms. The system produces the proposal. Your team reviews and approves.
When a deal reaches the right stage in Monday.com, Go High Level or Pipedrive, Make.com pulls the client data, scope and pricing, merges it into your branded template and generates a finished PDF — automatically, without anyone clicking generate.
Documents produced via WeasyPrint or similar — pixel-perfect HTML-to-PDF rendering. Your brand, your typography, your layout. Consistent across every proposal, every time, regardless of who triggered the generation.
Proposals sent for electronic signature via DocuSign or PandaDoc. Signature status feeds back into the CRM automatically — deal stage updated on signing, follow-up sequence paused, Xero invoice triggered on completion.
The same pipeline applied to contracts, service agreements, statements of work and onboarding documents. One system handling the full document lifecycle — generated, sent, signed and filed against the client record automatically.
Book a discovery call. We'll show you exactly what the automated pipeline looks like and what it would save your team each week.