All product updates
NEW: The Smart Proposal Engine
Why does sending a proposal always feel like choosing between speed and quality?
Pick speed, you get something generic. Pick quality, you've burned hours getting it right.
Smart Proposal Engine takes that tradeoff off the table. Reps go through a simple guided workflow, and the proposal builds itself around their answers, automatically pulling in the right pricing, content, and case studies for each buyer.
What's new?
- A guided form-based workflow that lets reps populate proposals with deal-specific detail in minutes
- Dynamic sections that auto-configure based on the rep's form answers
- CRM data extraction from Pipedrive and Zoho (HubSpot and Salesforce coming soon)
- AI-powered extraction of deal context from unstructured sources like meeting notes and call transcripts
- Backend controls for RevOps to define which data sources, form fields, and content variations are allowed
Why this matters
- Reps spend less time customising proposals and more time selling
- Buyers see only the content that's relevant to their deal
- RevOps and leaders can stop worrying about reps sending the wrong pricing or going off internal sales rules
- One adaptable template replaces the dozen variations sitting in your folder
- The context captured during the sales cycle (CRM data, call transcripts, meeting notes) actually makes it into the proposal
Available on the new Scale plan.