Sales proposals

Custom proposals for every deal

Use a master template and your client requirements to create a tailored deck — so your team stops copy-pasting and starts sending.

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Springboard Collaborative logo
Teamspirit logo
Fullpath logo
Engage logo
AdAdapted logo
Johnson Group logo
Idea Village logo

From requirements to a custom proposal

Drop in the brief. Connect the client's pricing folder. Slideform assembles the tailored deck — your team still owns the story.

Upload the requirements doc, RFP, or discovery brief.

Connect a per-client pricing sheet from Google Drive or Excel.

Generate a tailored proposal deck — review, tweak, send.

Proposal workflow Acme Corp — enterprise Globex Inc. — mid-market Initech — pilot
Total ACV $248k $96k $32k Year 1 Year 1 90 days
Modules 6 4 2 Selected Selected Selected
Term 3y 2y Pilot Standard Standard Convert
Deck Drafted Drafted Drafted 12 slides 9 slides 6 slides
Pricing Linked Linked Linked From Drive From Drive From Drive
Send Queued Queued Queued Today Tomorrow Friday

Key data sources and key features

The systems sales teams already use for proposals, paired with the workflow features that turn a brief and a price book into a polished, tailored deck.

Key features

  • Approved master template, reused across every deal — no version drift.
  • Per-client pricing pulled from Google Drive — drop the sheet, the deck updates.
  • AI Analyst reads the requirements doc and tailors scope, modules, and language.
  • Reps and SEs keep editorial control — every output is editable in Slides or PowerPoint.

What are you waiting for?

Connect a template, drop in a pricing sheet, and see how Slideform turns the proposal rebuild into a one-click workflow.