Do you build proposals from a template that pulls the prices from the CRM?

Tools like PandaDoc, Proposify or HubSpot quotes fill in the customer and pricing from the deal, so you only write the custom section.

How to automate it

How to automate “build proposals, quotes and pricing”

Here are 2 ways to spend less time on this, best first. Each comes with steps you can follow today and, for AI fixes, a prompt to copy.

60 min

typically, once a week

50%

of the time can be automated

Some setup

to set up

Fix 1 of 2

Software featureBest fix

Build proposals from templates that pull prices from the CRM

PandaDoc, Proposify, Qwilr, DocuSign CLM, HubSpot quotes or Salesforce CPQ fill in the customer, products and pricing from the deal, so you only edit the custom parts.

Typically saves about 50% of the time2 h to set up

1Pick the tool your team has or one that connects to your CRM (PandaDoc, Proposify, Qwilr, HubSpot quotes, Salesforce CPQ).
2Turn your best recent proposal into a template with fields for customer and pricing.
3Store approved blocks (case studies, terms, team bios) in the content library.
4Create each new proposal from the deal record, add the custom section, and send for e-signature from the same tool.

Tools: PandaDoc · Proposify · Qwilr · HubSpot quotes · Salesforce CPQ

Fix 2 of 2

Start from an AI first draft, never a blank page

Give the AI your notes, the audience and an example you liked; you spend your time editing, which is faster and better.

Typically saves about 45% of the time5 min to set up

1Gather your notes, bullet points and a past document you liked.
2Tell the AI who it is for and what it must achieve.
3Ask for an outline first, adjust it, then ask for the full draft.
4Edit for facts and your voice.

Prompt to copy

You are helping me write a [TYPE OF DOCUMENT] for [AUDIENCE]. The goal is [WHAT IT MUST ACHIEVE]. Here are my notes: [PASTE]. Here is an example I like the style of: [PASTE]. First give me an outline. After I approve it, write the full draft. Don't invent facts; mark anything you are unsure of with [CHECK].

Tools: ChatGPT, Claude, Gemini or Microsoft Copilot

Quick wins

Have you tried…

Do you build proposals from a template that pulls the prices from the CRM?: Tools like PandaDoc, Proposify or HubSpot quotes fill in the customer and pricing from the deal, so you only write the custom section.

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Account Executive Account Manager Inside Sales Rep

HourLeak · the 8-minute work audit

How many hours does this cost you?

The free 8-minute check works out where your week goes and gives you your top fixes. The team scan does the same for everyone and adds it up, so you know which leaks to fix first.

Take the free check Scan my team, $49

Answers are anonymous. Leaders only see team totals.