Design the template
Add your branding, define data fields and lay out the pages in the visual editor or with a connected AI assistant.
Sales & agencies · Proposals & quotes
From deal details to a ready-to-share proposal.
Turn scope, deliverables and pricing into a consistent proposal. Personalize each opportunity’s details without formatting the document again.
Illustrative PDF example
01 · Your data, your document
Start with the data you already have.
Input data
Deal record + project scope
Template fields
- Company
- Scope
- Deliverables
- Pricing table
Finished PDF
Proposals & quotes
PDF
proposals-1042.pdf02 · Design once
Stop rebuilding the same document.
Present pricing in dynamic tables.
Include or omit sections based on your data.
Keep every proposal on brand.
03 · Put it into practice
A reusable layout in three steps.
Review and publish
Try the template with sample data. Review the PDF and publish a revision you can reuse.
Generate with new data
Fill the fields from each record and generate a PDF through the API or your AI assistant.
Your next document starts with a template.
Create your account and turn this workflow into a layout you can reuse.
Start for free