Build your own proposal generator tool
Generate professional bids, sync client data, and track approvals in an AI-powered tool built with AI to fit your team's workflow.
Tailor your proposal generator tool to your needs
Customize your setup with the exact steps and views your team needs. Add blocks like document templates and status trackers - no code needed.
Centralized client data sync
Automated document generation
Internal review and approvals
File and attachment management
Proposal status tracking
AI-powered content suggestions
Bring all your document data together in real time
Connect client databases, pricing sheets, and past contracts with real-time sync—or manage everything in Softr Databases. Create one source of truth for your business.
Custom access for every team. Built-in security.
Give each teammate the right tools and access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Advanced permissions
Give sales reps, managers, and legal teams tailored access and dashboards, so each role sees just the documents they need to review.
User groups
Give sales reps, managers, and legal teams tailored access and dashboards, so each role sees just the documents they need to review.
Automations
Streamline your internal processes with Softr Workflows. Trigger native notifications or status changes automatically when a proposal is signed.
Works on any device
Access and update your proposal generator and document logs on the go. All generating tools are mobile-ready out of the box.
Easy, secure logins
Use Google, email, or SSO logins to give your team fast, secure access to sensitive client documents—no IT tickets needed.
Security
Keep internal document data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every stage of the generation process.
Why Softr vs other software
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Easy, fast setup
Build your proposal generator tool in minutes with AI—no manual configuration or manual document setup needed.
Consolidate your stack
Add features like approval workflows, e-signatures, or analytics as your sales process evolves—no rebuild needed.
Flexible as you grow
Start with a proposal tool, then add CRM portals, dashboards, or client forms—all in one place with no extra tools.
Generate a custom proposal generator tool in minutes
Co-build with AI
Simply describe what you need. Let Softr handle everything - Interface, database, workflows.
Iterate with AI or visually
Control most critical parts of your app yourself - roles, permissions, security.
Ship the same day
Invite team members or external clients and partners right away. No developer handover.
The go-to platform for business operations
Use drag-and-drop blocks to build a portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your workflows evolve.
Minerva Network increased athlete registrations by 50% with a custom CRM and portal
Celonis built a GTM knowledge base for 1,500+ team members
Urban's Group increased productivity by 25% with a custom ERP system
Frequently asked questions
Build your proposal generator tool in minutes
Describe what you need. Softr's AI builds your custom document generator in minutes.