Launch AI-first workflows for proposal management in minutes. Automate drafting, approvals, and tracking so your sales team can deliver polished proposals faster and win more deals.
Kick off flows from CRM deal stages, form submissions, or email requests
AI steps generate draft proposals, summarize requirements, and insert key client details
Route proposals for manager or legal approvals before sending
430+ connectors across CRMs, document tools, e-signature apps, and project systems
Credentials stay encrypted.
Sensitive details never appear in logs due to data masking.
Run in our secure cloud or self-host for complete control.
Send Proposals Faster With Less Manual Work
Proposal creation often stalls deals due to repetitive drafting and long approval cycles. Automating content assembly, review steps, and delivery makes sure sales move quickly while staying compliant.
AI-assisted drafting with reusable templates
SOC 2 Type II cloud for governance and security
Trusted by 100,000+ users worldwide
Disconnected apps slow teams down and create errors.
Activepieces fixes that by giving you 400+ integrations in one platform.
Trigger workflows when a deal reaches a proposal stage. Use AI to generate drafts from templates, populate client details, and attach relevant terms or pricing.
Approvals and Compliance
Insert approval steps for managers, finance, or legal. Automate reminders for pending reviews and prevent bottlenecks that delay delivery.
Delivery and Tracking
Send proposals via email or e-signature platforms and log status changes in the CRM. Track opens, views, and signatures to keep reps informed.
Automate your work without writing code!
Join 100,000+ users from Google, Roblox, ClickUp and more building secure, open source AI automations. Start automating your work in minutes with Activepieces.
