I want to automate proposal creation....

Avery CollinsAvery Collins
3 min read

If you’re a solopreneur or digital consultant, you know the pain of proposal writing. Each new client means another round of drafting, formatting, and customizing—often under tight deadlines. The result? Hours lost to repetitive work, and less time for what really matters: serving your clients and growing your business. But what if you could automate proposal creation, deliver polished documents in minutes, and win more deals with less effort? That’s where Better Proposals comes in.

Why Proposal Creation Eats Up So Much Time

Proposals are critical for winning business, but they’re also a huge time sink. You need to:

  • Personalize each proposal for the client

  • Include the right scope, pricing, and terms

  • Make it visually appealing and on-brand

  • Track opens, views, and signatures

Manual processes mean copy-pasting, formatting headaches, and missed opportunities for follow-up. It’s no wonder so many solopreneurs dread this part of the job.

Enter Better Proposals: Your Proposal Automation Engine

Better Proposals is a platform designed to take the pain out of proposal writing. Here’s how it transforms your workflow:

  • Templates for Every Service: Start with proven templates for your industry, then customize as needed.

  • Drag-and-Drop Editor: Build beautiful, branded proposals without design skills.

  • Personalization at Scale: Use smart fields to auto-fill client details, pricing, and more.

  • E-signatures and Tracking: Get notified when your proposal is opened, viewed, or signed—so you can follow up at the perfect time.

  • Integrations: Connect with your CRM, payment tools, and project management apps for a seamless workflow.

How to Automate Proposal Creation with Better Proposals

  1. Choose a Template: Pick a template that matches your service or industry.

  2. Customize Content: Add your branding, portfolio, and case studies. Use smart fields for client-specific info.

  3. Set Pricing and Terms: Use dynamic pricing tables and pre-approved terms to speed up the process.

  4. Send and Track: Email your proposal directly from the platform and get real-time notifications.

  5. Collect E-signatures: Clients can sign and pay online, reducing friction and closing deals faster.

Real-World Example: From Hours to Minutes

A freelance marketer I know used to spend two hours per proposal. With Better Proposals, she now sends polished, personalized documents in under 15 minutes—and her close rate has gone up, too.

Pro Tips for Proposal Automation

  • Save Your Best Content: Build a library of reusable sections—testimonials, pricing, FAQs—to speed up future proposals.

  • Follow Up Automatically: Use tracking to send timely reminders and increase your win rate.

  • Analyze What Works: Review analytics to see which proposals convert best, and refine your approach.

Discover More Tools with Genixovate

Want to expand your automation stack? Check out Genixovate—a curated directory of the latest AI and SaaS tools for solopreneurs, marketers, and digital creators. Whether you need automation, analytics, or creative solutions, Genixovate makes it easy to find what works.

Final Thoughts

Automating proposal creation isn’t just about saving time—it’s about winning more business, delivering a better client experience, and freeing yourself to focus on what you do best. With Better Proposals, you can turn a tedious chore into a competitive advantage. Give it a try, and watch your business grow.

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Written by

Avery Collins
Avery Collins

Writing at the intersection of artificial intelligence, digital marketing, and future tech. Helping creators and startups scale with smart tools & smarter strategies. Expect weekly drops on AI use-cases, content automation, and growth experiments.