Automated branded sales proposals

Your AI generates a proposal the moment a deal enters your pipeline — branded to the prospect's company, not your company. No salesperson touches a template.

The problem with manual proposal creation

Sales teams spend hours creating proposals — researching the prospect, writing customized content, assembling slides or documents, applying the prospect's logo and colors so it feels personal. This work is important but it scales linearly with deals. As your pipeline grows, proposal creation becomes a bottleneck.

AI can handle the research and writing. DocRocket handles the branding and rendering. Together, a branded proposal is ready the moment a deal is created — no human effort required until review.

How it works

Your sales AI (or a CRM automation that triggers on deal creation) calls DocRocket via MCP:

  • Extract the prospect's brand from their website with docrocket_brand_from_url
  • The AI generates the proposal content — executive summary, solution overview, pricing, next steps
  • Call docrocket_generate_document with the brand ID, the proposal template, and the content
  • Get back a PDF and shareable link in under 2 seconds
  • Salesperson reviews, approves, and sends — the hard work is already done

What the proposal looks like

The prospect sees a professionally designed document with their own logo, their own brand colors, and their own typography. It looks like a custom document created specifically for them — because it is. There is no generic template feel, no "powered by SomeDocTool" watermark, no your-company branding overwhelming their identity.

DocRocket includes proposal templates for different deal types. Your AI fills in the substance; DocRocket applies the polish.

Use cases within sales automation

  • CRM trigger: When a deal moves to "Proposal Sent" stage, automatically generate a branded proposal
  • AI sales assistant: Ask Claude or ChatGPT to "create a proposal for Acme based on our call notes" — get back a branded PDF
  • Outbound sequences: Generate personalized branded one-pagers for each prospect at the start of outbound
  • Follow-up documents: Generate post-meeting summaries and next-steps docs branded to each prospect

Automate your proposal generation

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