Proposal Generator
On-brand proposals with prices from your price book.
Proposal Generator
Sales & CRM
- RuleDone:
A deal reaches the proposal stage.
- RuleDone:
It prices every line from your price book.
- RuleDone:
It drafts the narrative from the deal notes.
- RuleDone:
It builds the document from your template.
- PersonWaiting for approval:Waiting for you
Managers, finance or legal approve.
- RuleNot started:
It sends for e-signature and updates the CRM.
For example: A 25-person digital agency moves a deal to "Proposal".
Waiting for you. Nothing has changed yet.
Review for important actions. Customer-facing and record-changing actions are reviewed first.
What is Proposal Generator?
In shortProposal Generator is an AI automation for Sales & CRM teams that works with DocuSign, Google Docs, HubSpot and Salesforce. When a deal reaches the proposal stage, a correct proposal draft with prices from your price book is ready for approval within minutes. It is built for heads of sales, founders, account executives, pre-sales and finance and legal approvers.
Last reviewed
Key facts
- Department
- Sales & CRM
- Starts when
- A deal moves to your proposal stage, or a rep clicks "Generate proposal"
- Works with
- DocuSign, Google Docs, HubSpot, Salesforce
- Run modes offered
- Shadow, Draft, Assisted and Auto
- Human control
- Review for important actions
- Status
- Available now
The problem today
A rep copies an old proposal, edits names, re-types prices from a spreadsheet and waits for the manager. Today: 2–4 hours of work per proposal. Old prices and old client names leak into new proposals, and discounts slip through without finance seeing them.
What it does
It prices the deal only from your approved price book, then drafts the written sections from the deal notes. It builds a Google Doc from your template, with terms and case studies taken only from your approved libraries. The right people approve it, including finance or legal when needed. Only then does it send the PDF for signature and update the deal.
How does Proposal Generator work?
How it works- Rule you set
- AI step
- A person decides
- Step 1Rule
A deal reaches the proposal stage.
- Step 2Rule
It prices every line from your price book.
- Step 3Rule
It drafts the narrative from the deal notes.
- Step 4Rule
It builds the document from your template.
- Step 5Person
Managers, finance or legal approve.
- Step 6Rule
It sends for e-signature and updates the CRM.
What you get
Key features- Prices, discounts, totals and tax filled by code, never by AI
- Approved terms, inserted word for word
- Case studies only from your approved library
- Discount bands and finance review above a set total
- Customer asks ("give us 40% off") shown on the card, never applied
- Versioned proposals per deal
- India GST and US sales-tax notes
How much does it do on its own?
Run modesPick a mode to see what Proposal Generator would do at each step.
Every automation starts in Shadow. Move it up when you are ready, and back down at any time. How run modes work
Proposal Generator in Shadow
Runs on real data and shows what it would have done. No app is changed and no message is sent.
- Rule
A deal reaches the proposal stage.
Watches for it
- Rule
It prices every line from your price book.
Runs on real data, read only
- Rule
It drafts the narrative from the deal notes.
Runs on real data, read only
- Rule
It builds the document from your template.
Runs on real data, read only
- Person
Managers, finance or legal approve.
Shown to you as a suggestion
- Rule
It sends for e-signature and updates the CRM.
Shown to you as a suggestion
Shadow vs Auto for Proposal Generator
Auto is the most it can do on its own. Here is each step side by side.
| Step | Shadow | Auto |
|---|---|---|
| In short | Runs on real data and shows what it would have done. No app is changed and no message is sent. | Runs without approval, with limits, alerts and a kill switch. Unlocks after a trial period in Assisted. |
| Step 1A deal reaches the proposal stage. | Watches for it | Runs on its own within your limits |
| Step 2It prices every line from your price book. | Runs on real data, read only | Runs on its own within your limits |
| Step 3It drafts the narrative from the deal notes. | Runs on real data, read only | Runs on its own within your limits |
| Step 4It builds the document from your template. | Runs on real data, read only | Runs on its own within your limits |
| Step 5Managers, finance or legal approve. | Shown to you as a suggestion | Within your limits; anything outside them goes to a person |
| Step 6It sends for e-signature and updates the CRM. | Shown to you as a suggestion | Runs on its own within your limits |
| True in every mode | Sending for signature always needs approval, in every mode. | |
What it will never do on its own
Safety & human control- Sending for signature always needs approval, in every mode.
- AI never writes prices, dates, SLAs or payment terms.
- Banned words such as "guarantee" and "risk-free" are blocked.
- Discounts above band, low margins, exclusivity or pilot asks go to finance or legal.
- If someone edits the approved price table, it stops and asks again.
- You approve before it acts
- Your data stays yours
- It knows its limits
- Stop anytime
What will you see on your dashboard?
Results you can trackTargets are quality goals the automation is built to reach. Estimates are calculated from your own volumes.
- Target
Proposals generated and median turnaround (target under 4 working hours, p50)
A goal it is built to reach
- Tracked
Discount exceptions caught
Measured on your own data
- Tracked
Revisions per deal
Measured on your own data
- Tracked
Win rate of generated vs manual proposals
Measured on your own data
- Estimate
Rep hours saved (2.5 h × proposals)
Worked out from your own volumes
- Target
Price mismatches: target 0
A goal it is built to reach
- Target
Invented facts: target 0
A goal it is built to reach
A 25-person digital agency moves a deal to "Proposal". Ten minutes later the account lead sees a Google Doc with the right services, prices and terms. Because the notes ask for a free pilot, finance gets a card too before it goes to DocuSign.
Who is Proposal Generator for?
- Heads of sales
- Founders
- Account executives
- Pre-sales
- Finance and legal approvers
Industries: Professional services, Agencies, SaaS & tech, Manufacturing & distribution, Home & field services
Also useful for: Finance & Accounting, Legal & Compliance
Connects to the apps you already use
Works withApp names are trademarks of their owners. Charviam connects to them; it is not a partner or reseller.
- DocuSign(optional)
- Google Docs
- HubSpot
- Salesforce
What do you need to set it up?
Setup- Connect the CRM, Google Docs and DocuSign (optional)
- Pick templates, the proposals folder and a sandbox folder
- Load and approve your price book (author and approver must differ)
- Fill the terms and case-study libraries
- Set approvers, discount bands and the finance review amount
- Create the four proposal fields on the deal
Typical setup
- 01Connect your apps
- 02Configure the rules
- 03Run a watch-only trial
- 04Go live
Not included
- Setting prices, discounts or margins
- Writing or changing contract terms
- Follow-up emails or reviewing the customer's own contract
Questions about Proposal Generator
FAQSee Proposal Generator on your own data
WalkthroughIt starts in Shadow, where it only watches and suggests, so nothing changes in your apps until you say so.