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I will implement automatic generation of commercial proposals from a template

119 views#2891
CategoryHandmade
Listing period5 daysuntil 29.11.2026
Posted31.08.2026
Views1192 in 14 days

About the service

I configure automatic generation of commercial proposals for companies where managers spend all day assembling proposals manually — copying prices from price lists, editing tables in Word, getting confused with old template versions. After setup, the manager opens a simple form, selects the necessary products or services from the catalog, if needed changes the quantity or discount — and a document with current prices, payment terms and delivery times is generated automatically, without a single manual edit.

Each proposal comes out in unified brand design — your logo, colors, fonts, standard wording about payment and delivery — regardless of which manager prepared it and how much they were in a hurry. I set up the catalog with prices and product descriptions once, add rules for volume discounts or package offers if needed, and connect a preview so the manager sees the final document before sending it to the client. Numbers no longer differ between proposals, nothing is typed from scratch, and preparing a proposal takes just a few clicks instead of twenty minutes.

What is included in the work:
— a working catalog of products or services with prices, units of measurement and descriptions
— a selection form for the manager with search and quantity field
— automatic document generation in brand style, ready to send
— discount and rounding rules, as well as a change log for each proposal

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Andriy B.Handmade
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