Proposal generation automation for consulting firms typically costs $3,500 to $15,000 for a fixed-price engagement. This range accounts for the complexity of integrating with your CRM, project management tools, and document generation platforms. We begin every project with a free systems audit to provide a precise, tailored quote based on your specific needs.
We conduct a thorough audit of your firm's current proposal generation process, from lead capture in your CRM to content assembly and internal approvals. This involves mapping out your existing tech stack and identifying manual bottlenecks or data silos that hinder efficiency.
We then build and integrate an automated solution, connecting your CRM data with a document generation platform like PandaDoc or Conga Composer. This ensures that client information, service details, and pricing are populated automatically into a branded, compliant proposal template.
Finally, we train your team on the new automated workflow, ensuring seamless adoption and empowering your consultants to generate error-free proposals in minutes. We provide documentation and ongoing support to maximize your firm's long term efficiency gains.
Book a free systems audit. We will map your current workflow and show you exactly what can be automated.
Book a Systems Audit