Automate Your
Proposal Generation
Send proposals faster. Win more deals. Eliminate copy-paste.
Every hour your team spends building proposals from scratch is an hour not spent selling. Copying and pasting from old proposals, adjusting pricing manually, formatting documents, and chasing signatures slows down your sales cycle and introduces errors. Automated proposal generation pulls client data, applies your templates, calculates pricing, and delivers a polished document β in minutes instead of hours.
The Problems You're Facing
Proposals Take Too Long
Building a custom proposal from scratch takes hours. By the time it is sent, the prospectβs enthusiasm has cooled and competitors have responded.
Copy-Paste Errors
Reusing old proposals leads to embarrassing mistakes β wrong client names, outdated pricing, and irrelevant case studies that undermine credibility.
Pricing Is Inconsistent
Without standardised pricing logic, different reps quote different rates for the same service β creating confusion and margin leakage.
Signature Chasing Is Tedious
After sending a proposal, you wait. Then you follow up. Then you wait again. There is no visibility into whether they even opened it.
No Proposal Analytics
You do not know which proposals win, which sections prospects spend time on, or where in the document they lose interest.
Examples ATONOX Can Investigate
Examples of workflow patterns that may be suitable. Suitability depends on the real process, systems, controls, and approvals.
Template-Based Proposal Builder
Select a template, pick the relevant service blocks, and generate a branded proposal β pre-populated with client details from your CRM.
Dynamic Pricing Engine
Pricing calculates automatically based on scope, quantity, and any applicable discounts β ensuring consistency and accuracy across every proposal.
E-Signature Integration
Clients review and sign proposals online. Signed documents are automatically filed and trigger your onboarding workflow.
Proposal Tracking
See when a prospect opens your proposal, which pages they view, and how long they spend β so you can follow up at the perfect moment.
Automated Follow-Up
If a proposal is not viewed or signed within your timeframe, automated reminders go out β keeping deals moving without manual chasing.
Win/Loss Analytics
Track proposal win rates by template, service, rep, and client segment β giving you data to optimise what you offer and how you present it.
Ready to Automate Your Proposals?
Explore our ready-made systems. We will show you how automation cuts proposal time from hours to minutes and increases your close rate.
Workflow discovery
What would you turn into a button?
These examples are not client case studies. Tell ATONOX about one repetitive workflow and the team will assess whether it is suitable for a bounded pilot.