NEW: Introducing the Smart Proposal Engine

There’s a problem with sending compelling proposals.

You're forced to choose. Send something quickly, and it's generic and forgettable. Or take the time to tailor it properly, but waste hours doing so. Most reps opt for speed, and buyers can tell.

Today we're launching a new way to build proposals: the Smart Proposal Engine.

The goal? Help sellers create impressive proposals, in minutes, that are accurate, specific to their deal and stick to your sales rules.

Here’s how it works

The Smart Proposal Engine helps your reps create the right proposal for every buyer, without having to edit the proposal themselves or think about what content to include.

What used to take hours of manual work becomes a few minutes of simple inputs.

When a seller wants to build a proposal, they go through a guided proposal creation flow.

They’re presented with a form where they fill out various drop-downs and/or text fields with the specifics of their deal.

They can connect sources of deal info (like your CRM) to fill this out for them, and even use AI to pull out relevant details from less structured data sources (like those meeting notes or call transcripts).

As they fill out this info, deal-specific content populates the page and the proposal automatically configures itself based on their answers.

Behind the scenes, a RevOps manager, sales leader, or someone else from your team, has set this workflow up for them, defining what data sources they’re allowed to connect, which form fields they must complete and determining which content dynamically changes based on their answers.

This is easily configurable and allows you to embed your process directly within the proposal creation flow, ensuring that all your sellers are following the same repeatable approach.

Why it matters

Buyers expect an offer that’s specific to them and their needs but, when you’re working at scale, reps simply don’t have the time to spend hours tailoring each proposal to every buyer.

In fact, a survey from Pipedrive found that 27% of sellers said that adoption of proposal and quote automation would have the biggest positive impact on their work.

Personalisation at scale has always been the hard part, and this is how the Smart Proposal Engine solves that…

• Sellers spend less time on each proposal and more time selling
• Buyers only see what's relevant to them, making purchase decisions easier
• Reps can't accidentally send the wrong pricing or content to the buyer
• Deal intelligence captured in your sales cycle actually makes it into the proposal
• Guardrails are built into the process and reps can't go off-book
• You have fewer templates to manage as one adaptable template replaces many

A few things to note

This is the first iteration of the Smart Proposal Engine, with more exciting features on the way soon.

This first version of the Smart Proposal Engine will work with Pipedrive and Zoho, with connections to HubSpot and our new Salesforce integration coming soon.

The Smart Proposal Engine is available on our new Scale plan and automating the creation of proposals may require the use of paid credits.

You can learn more about how these credits work here.