Block-Based Proposal Builder
Drag-and-drop pricing, scope, and timeline blocks using reusable agency templates.
Proposal creation time dropped from hours to minutes.
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SaaS Platform
B2B Proposal Automation SaaS
Sales teams create polished proposals in minutes, collect signatures, and take first payments without tool switching.
Proposal Time
2h to 12m
Weekly Hours Saved
5-8h
Time To Cash
40% faster
Project Details
Client Type
Digital agency teams
Delivery Timeline
11 weeks
Stack
ReactLaravelMySQLStripeAWS
Case Study Walkthrough
Challenge
Sales teams were blocked by repetitive proposal formatting and disconnected contract/payment tools.
Solution
- Built a block-based proposal editor with reusable templates.
- Added e-signature and payment step automation for faster deal closure.
- Connected CRM metadata to auto-fill scope and pricing sections.
Outcome
Average proposal creation time reduced from 2 hours to 12 minutes.
Interactive Product Demo
Proposal Automation Workspace
Document Blocks
Plan Selector
Demo Flow
Proposal Lifecycle Preview
Signature + Payment Sequence
Trigger e-signature and deposit collection as one guided buyer action.
Faster move from signed deal to cash collection.
CRM Autofill
Auto-populate contact, company, and package metadata from CRM records.
Fewer manual errors and more consistent proposals.