How to Automate Sales Proposals in Google Docs

Your sales team spends 2-3 hours crafting each proposal. Multiply that by 20 proposals a month, and you are looking at 40-60 hours of document creation. What if you could cut that to 10 minutes per proposal?

The Problem with Manual Proposals

Most sales teams create proposals by finding an old proposal, copying it, manually replacing client names and pricing, and then spending 30 minutes reformatting. This wastes time and creates inconsistency.

The Solution: Template + Variables + Automation

With Doc Variables, you create one master proposal template. When a new opportunity comes in, you open the template, fill out a simple form, click Replace, and your proposal is ready. No copying. No find-and-replace. No forgotten client names.

Building Your Proposal Template

Cover Page

Include your company logo, client name, sales rep info, and dates using variables.

Executive Summary

Use AI variables to generate personalized content based on client industry and challenges.

Pricing Section

Create dropdown options for payment terms and structured pricing breakdowns.

Timeline

Let AI generate project timelines based on service type and duration.

Connecting to Your CRM

Doc Variables integrates with Salesforce and HubSpot, letting you pull opportunity data directly into your proposals.

Real Results

• 80% faster proposal creation
• 100% consistent branding
• Zero embarrassing mistakes
• Higher close rates from faster turnaround

Get Started Today

Stop wasting hours on proposals. Install Doc Variables and build your first automated proposal template.