Use case
Send winning proposals in minutes, not evenings
Turn your best proposal or engagement letter into a reusable Word template. Fill in the client details once, and let the workflow produce a polished, branded document and send it - automatically.
- Use your existing Word documents
- No code, no new editor to learn
- Deliver by email automatically
From inquiry to proposal, on autopilot
A proposal workflow has three steps. You set it up once and reuse it for every client.
Collect the deal details
Fill in a short internal form after a sales call, or trigger the workflow straight from your CRM or intake form via a webhook call, sent directly or through Zapier. Client name, scope, pricing - captured once, in one place.
Generate the proposal
Your Word template does the heavy lifting: dynamic scope sections that appear only when relevant, a pricing table built from line items, totals calculated with formulas. Out comes a clean PDF or DOCX with your branding intact.
Deliver and follow up
Email the proposal to the client or your own inbox for a final look, save a copy to cloud storage, and log the deal in a spreadsheet - all in the same run.
Built for documents that win business
Proposals and engagement letters live or die on polish and speed. TemplateDocs gives you both.
Your template, your brand
Design in Microsoft Word - the tool you already know. Fonts, logos, headers, and layout are preserved exactly in every generated document.
Conditional sections and clauses
Show the retainer clause only for retainer deals, swap service descriptions per package, and include variable-length scope sections - all from one template with conditions and loops.
Pricing that adds itself up
Build pricing tables from line items with loops, and let formulas calculate subtotals, discounts, and taxes - so the numbers in the proposal always match the line items.
Automatic delivery
Send the finished proposal by email the moment it is generated - from our servers or through your own SMTP so it comes from your domain.
Faster turnaround
Respond while the conversation is still warm. What used to be an evening of copy-pasting becomes a two-minute form fill.
AI-assisted setup
Upload an existing proposal and let AI suggest the template tags for you, then auto-create a matching form. Go from document to working workflow in minutes.
Documents teams automate with this workflow
- Sales proposals
- Consulting proposals
- Engagement letters
- Statements of work
- Retainer agreements
- Service agreements
- Project quotes
- Cover letters
Watch the intro
TemplateDocs in 1 minute
Frequently asked questions
- Yes. TemplateDocs templates are plain Word documents. Take your current proposal, replace the parts that change with {{tags}} (like {{ClientName}} or {{Price}}), upload it, and it is ready to use. Your formatting stays exactly as designed.
- The document itself contains none - it is your Word template with data filled in: your logo, your fonts, your layout. Delivery emails include a small `Powered by TemplateDocs` footer and, with custom SMTP, are sent from your own domain.
- Yes. Conditions let you include or hide any part of the template based on the data - different service descriptions, optional clauses, or per-package terms, all managed in a single template.
- Workflows can be triggered by webhooks - call the workflow's webhook from your CRM directly, or through Zapier or Make. When a deal reaches the right stage, the proposal can generate and send itself with the deal's data.
- Yes. You can build a complete proposal workflow and generate documents on the free plan, with no credit card required. Paid plans add monthly credits as your volume grows.
Your next proposal could send itself
Upload a proposal, tag the fields that change, and TemplateDocs handles the rest - for every deal from now on.
Get startedFree plan available - no credit card required