How do I automate proposals, contracts and e-signatures?
Proposals take hours to format. Most of that is copying the same sections and chasing signatures.
- Proposals take too long.
- Which tools?
- Can follow-up be automatic?
Build proposal templates with reusable sections for offers, proof and terms. Pull client details from your CRM. Send through a tool with e-signature and viewing alerts, and set automatic follow-up when a proposal is opened but not signed. Once signed, trigger onboarding: invoice, kickoff booking and a welcome email.
The flow
- CRM deal reaches proposal stage.
- Template fills with client details.
- You edit the specifics.
- Sent with e-signature.
- Reminders if not signed.
- Signed proposal triggers onboarding.
How we look at it at ShoutEx
We connect proposal tools to your CRM and onboarding. See client onboarding.
- Formatting from scratch.
- PDFs by email.
- Manual chasing.
- Nothing after signing.
- Templates.
- E-signature.
- Automatic reminders.
- Onboarding triggered.
What consultants say
Here is what consultants say.
Speed affects close rates.
Read the article →Community summaries describe recurring themes in public threads, not individual posts. Vendor pages describe vendor claims, so test them on your own calls.
Read next
Go deeper in the ShoutEx guides, or check the sources behind this answer.
We'll connect proposals, CRM and onboarding.
Book a call →Follow-up questions
Are e-signatures valid in Canada?
Generally yes, for most business contracts.
Can AI write the proposal?
First drafts, from call notes.
Should invoices go out automatically?
On signing, yes.