1–5 person MSPs · not enterprise PSA suites
Kill the “retype the quote again” tax.
Proposal Automation Engine is for shops too small to hire a proposals person. Send one real quote PDF — we rebuild it free in 48 hours. If you would send what comes back, keep the Engine at $1,000/mo. Cancel before day 8 and pay nothing.
- 01
Quotes still leave the PSA as homework
The ticket or opportunity has the scope. The rate card has the prices. Somehow the client still gets a Word doc someone rebuilt at 9pm.
- 02
Your template, your rates — not a blank CPQ
We load your proposal format and rate card once. After that, generation pulls from the deal so prices cannot drift between the PSA and what the client sees.
- 03
Know when they opened it
Branded proposal URL. You get notified when the prospect views it — so follow-up is timed, not guessed between other tickets.