Every sales professional knows the benefits of proposal automation. When you automate repetitive tasks in your work, you can invest more time in the creative parts and direct communication with potential clients. Business proposals are a big part of the sales process, so finding a reliable tool to help you is natural.
The proposal process can be tough. You have to answer requests for proposals quickly. This means creating high-quality documents in a short time. Once you send the proposal, it still needs to be approved, signed and paid for. The follow-up process can drag out if you don't have the right information to help you.
That's why proposal automation is essential for your sales process. In this article, we'll cover the most important benefits of sales automation and give you actionable tips on how to create better-converting proposals.
How does proposal automation work?
Proposal automation means using a tool or technology to handle parts of your proposal process. The tool helps you with proposal creation, agreement and signing, payment process, and follow-up. A proposal automation tool helps you streamline the sales process. When you integrate all your sales tools, you'll see which potential clients requested a proposal, which proposals were accepted and which leads need more attention. For your proposal tool to work and speed up the process, it needs to be easy to use. It shouldn't need any coding or design experience.
Automation brings you more consistency. Once you set up your proposal process and onboard your team, you'll quickly create branded documents that look great and help you sell more. That's why choosing the right proposal tool matters. It should be reliable and help you with as much of the proposal process as possible. That's why you should use Wonit.
Key benefits of using Wonit
Wonit is a powerful proposal tool that speeds up your sales process. We know how hard finding new clients can be, so we built an AI-first platform to help you create proposals easily. Here are the most important benefits of our tool.
1. Conversational AI creation
Creating proposals from scratch is hard. You need to figure out how much text to write, when to include pictures and how to structure everything. That's why we built conversational AI that creates proposals in minutes. Just describe your project, and our AI generates a complete, professional proposal instantly.
You can say something like "create a marketing proposal for a SaaS company, $50K budget, 3-month timeline" and watch AI create a stunning proposal with pricing tables, project phases, and professional design in seconds. Our AI structures proposals so they're easy to read and includes all necessary information.
Keep your documents focused. Avoid fluff and content that doesn't bring value. Our proposals are web-based, sent as secure links. There's no need to print them out. Your clients won't need to print documents, which speeds up the process.
2. Knowledge-based proposals
Wonit takes personalization to the next level. Add details about your company by importing documents, your website link, or CRM data. This becomes your knowledge base. When you create a new proposal, provide specific info about it like an RFP or prospect research, then let AI create a beautiful, personalized web proposal that closes leads faster.
3. Digital signatures
Our web-based proposals come with digital signatures. They're a secure and encrypted way of signing documents. Digital signatures are legally binding and accepted worldwide. Every digital signature is a unique copy linked to a specific document, making them impossible to fake.
Digital signatures are secure and speed up your sales process. Just send your proposal to the client and they sign it with our built-in e-signature feature. No one needs to print, scan or mail anything. Once they sign, the document becomes legally binding and can't be changed.
4. Making changes to your proposals
Sometimes clients want changes to your proposals. With Wonit, making changes is easy. Our drag-and-drop builder offers simple editing like Notion. You can edit any section, add or remove blocks like pricing tables, timelines, testimonials, and case studies with a few clicks. You can change proposals until they get signed. Share proposals with your team and get comments like in Figma for better and faster feedback.
5. Payment options
Clients can sign proposals with a digital signature and pay through the document itself. You can add Stripe payment links that redirect to payment after e-sign and after clicking the "Pay now" button. This makes your proposal complete, it explains your solution, shows timescales, and can be signed and paid in a few clicks.
6. Conversational AI SDR
Here's where Wonit stands out. When your client visits the web-based proposal, they get an AI chat widget on the bottom right that helps convince them to accept the proposal. The AI acts like a 24/7 sales rep, connected to your proposal and knowledge base. Clients get answers about your company or proposal instantly. You don't need to be online all the time. The AI chatbot handles basic questions while you focus on closing other deals.
7. Proposal tracking
Our proposal tracking helps your follow-up process. With advanced analytics, you get block-by-block insights about when the client viewed the proposal, for how long, and what sections they saw. You'll know when your proposal was opened, by who, how much time readers spent on each section, and which parts engaged them most.
This tells you how to approach them in follow-up. Clients who opened your proposal and went straight to pricing are looking for a cheap option. Clients who spend time on your timescales need an email explaining your process in detail. The more information you have on a client, the easier it is to build your follow-up strategy.
8. Real-time notifications
Get notified the moment buyers engage with your deal. Set up notifications via email or integrate with Slack to get updates about your live proposals. You can even create proposals by giving prompts in Slack using @mention to our Wonit AI chatbot.
9. CRM integration
Streamline your sales process by integrating Wonit with your CRM. We support HubSpot now, with Salesforce and Pipedrive coming soon. This is where proposal automation shines. Pull client details from your CRM and let AI create personalized proposals for your contacts in seconds. From lead generation to sales and nurturing relationships, make sure your clients get the same quality of service at every turn.
10. White-labeled deal rooms
Take proposals to the next level with custom white-labeled deal rooms. Make branded, interactive data rooms in seconds and get advanced analytics to track engagement and build trust with prospects.
Best practices for high-converting proposals
Once you start sending quality proposals, you'll notice not all bring the same results. These common mistakes might be why. Make sure your pricing section is called ROI or Investment. If you name it Price, you'll cheapen your proposal by making it look like an invoice. Use a name that creates positive emotions. Send your proposals as soon as possible for a better chance of converting. But don't send it on a Friday, that will slow down the sales process.
Conclusion
Proposal automation helps sales teams work faster by removing repetitive tasks and speeding up the sales process. With Wonit, you get AI-powered proposal creation, a conversational sales assistant, detailed analytics, and CRM integration in one place. Traditional proposal tools take hours to customize and format, but Wonit creates professional proposals in just 5 minutes. Our AI handles all the design, layout, and structure work automatically, so you can focus on closing deals instead of fighting with software.
Get early access to Wonit and experience the future of proposal automation. It's 2-3x cheaper than complex alternatives, and 10x easier and faster to use.