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Client Proposal Generator

A Quick Win Tool that automates the creation of branded proposals from form submissions.

Reduce proposal creation time by 50-70%

Overview

The Proposal Generator is a Quick Win Tool that automates the creation of branded proposals from form submissions. It streamlines the proposal creation process, ensuring consistency and saving significant time for sales and business development teams.

Perfect for businesses that send frequent proposals and want to maintain professional branding while reducing manual work.

Key Features

Simple Form Interface

Easy-to-use Google Form for collecting proposal information

Branded Templates

Professional proposal documents with your company branding

Automatic PDF Generation

Converts documents to PDF format automatically

Email Delivery

Sends completed proposals directly to clients

Organized Storage

Stores all proposals in a structured Drive folder system

Tracking & Analytics

Logs all proposals with basic metrics and status tracking

Benefits

Time Savings

Reduce proposal creation time by 50-70%

Consistency

Ensure all proposals follow the same professional format

See the System in Action

Total Proposals

127

This quarter

Win Rate

68%

+5% from last quarter

Pipeline Value

$890K

24 pending proposals

Avg. Turnaround

2.3 hrs

From request to delivery

Proposal Status

127
Won (68)
Pending (24)
Lost (12)
Draft (23)

Monthly Proposals

Jul
Aug
Sep
Oct
Nov
Dec

Recent Proposals

ProposalClientValueStatusCreated
PRO-2024-127Acme Corp$45,000PendingToday
PRO-2024-126TechStart Inc$28,500WonYesterday
PRO-2024-125Global Solutions$67,200WonDec 20
PRO-2024-124DataFlow LLC$15,800DraftDec 19

Quick Templates

Standard Proposal

45 uses this month

Enterprise Package

28 uses this month

Consulting Services

32 uses this month

Custom Solution

22 uses this month

Proposal Generator | True North Data Strategies

Click to view full dashboard

Ready to Automate Your Proposals?

Schedule a free consultation to discuss your proposal needs and see how the Proposal Generator can save you 50-70% of your time.

Get Started