In-house Legal Automation

Sales Proposal Generator

Enable self-service to generate a consistent sales proposal in minutes
Enable self-service to generate a consistent sales proposal in minutes

Automate Sales Proposals End-to-End

Reduce the turnaround time to generate sales proposals from intake and creation through to execution. Leverage if-then logic to include engagement specific information in a bespoke sales proposal.

legal workflow automation

Standardization of Proposals

Automatically include the relevant proposal information based on in-built decision rules and validation for error prone inputs

legal document workflow automation

Reduce Turnaround Time

Design a self-service journey to quickly generate standardized proposals and bring in revenue faster

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Increase Visibility

Monitor the progress of the sales proposal generation process across multiple approvers

Retrieve key information via a CRM integration

Provide a self-service tool that can retrieve and update prospect information via integrations with CRM tools (e.g. Salesforce, Hubspot) to help the sales team execute everything from a single place while maintaining consistent sales data

Generate a bespoke sales proposal that uses a standardized template

Provide a self-service tool that uses a powerful calculation engine & decision logic to generate a customized commercial proposal with relevant counterparty information, logos, discounts, and product inclusions

Track the real-time status of sales proposals and draw insights using dashboards

Gain visibility over approval statuses of sales proposals to monitor the progress and audit trail of the entire proposal generation process

Utilize Checkbox's all-in-one system to fit your existing tech stack

Save time spent on retrieving data and re-keying information from multiple systems by leveraging Checkbox's integration capabilities

Realize the Power of Sales Proposal Generators

document generation

2000+

hours saved per year

forms automation

60-90

minutes saved per proposal

decision support

2+

weeks for deployment

Join leading innovative legal teams

Trusted by enterprises worldwide, legal teams are using Checkbox to transform their legal operations and achieve winning outcomes

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Get started with your legal automation journey

See how Checkbox fits in with your organization by contacting us and requesting a free demo