The problem with copying the last proposal
When a proposal starts as a copy of the last one, other clients' names, clauses that do not apply and outdated prices slip through. Every review takes time, and whatever the review misses reaches the client.
How automatic proposals work
- Client details entered only once
- Scope picked from a list, no retyping
- Standards, deadlines and terms added based on the type of service
- Prices calculated by the system itself
- Finished document in Word and PDF on letterhead
- Pipeline tracking: sent, in negotiation, accepted or declined
Real case: from up to 2 hours to 5 minutes
At VLSolutions, an engineering company in the HubVLS group, a technical proposal took from 40 minutes to 2 hours to put together. With the system, it is ready in 5 minutes, always in the same format and without typing errors.
Who it is for
Engineering and architecture firms, consultancies, technical service providers and any company that sends several similarly structured proposals each month.
Which process do you want to take off your team's plate?
Tell us which routine takes up the most time. 100% remote service, anywhere in Brazil.
Chat on WhatsAppOr email contato@hubvls.com.br.
Frequently asked questions
Does the proposal still look like my company?
Yes. Logo, letterhead, wording and structure follow the standard you approve.
Can I generate the contract once the proposal is accepted?
Yes. The contract can be built from the same proposal data, with no retyping.
Other guides
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- How to automate reports in Word and PDF
- Process automation for consultants
- Process automation with artificial intelligence
- Automated management reports: ready-made KPIs without building spreadsheets
- Automated technical report with photos: from field notes to PDF