How much faster is this?

From request to PDF: 5–10 minutes instead of 2+ hours of manual writing. Plus +20–30 % higher close rate because the proposals are more tailored with real case studies.

How do I upload my template?

Prepare a Google Docs or Notion template with placeholders like {{COMPANY_NAME}}, {{TOTAL_PRICE}}, {{TIMELINE}}. The agent replaces them with real data. Very simple.

Does it support multiple languages?

Yes. If you have both a Russian and English template, the agent auto-selects based on the client's language in your CRM.

How does case study matching work?

You upload metadata about your past projects (industry, tech, budget, outcomes). The agent matches the current deal to your archive and recommends the best fit. Accuracy 80%+ with 5+ cases.

Does it integrate with my CRM?

Salesforce and HubSpot are fully supported. The agent reads the deal, generates the proposal, and can attach it back to the deal record.

AI-powered commercial proposal generation

Proposal in 5 minutes: from deal data to PDF or Notion page

Q: Can the agent send the proposal directly to the client?

Only with your approval. The agent always posts a preview to Slack first — you review, edit, and confirm before sending.

Tell the agent 'Generate a proposal for Company X (amount, scope, timeline)' — it pulls data from your CRM, applies your template, inserts relevant case studies, and outputs a PDF or Notion page with correct legalese, pricing, and your credentials. 2 hours → 5 minutes. $19/mo.

Launch AI-powered commercial proposal generation

366k+⭐ OpenClaw on GitHub

<5minutes to launch

Sound familiar?

What's eating your time

Every proposal is written from scratch by hand — layout, letterhead, numbers, timelines, terms — hours per document

Teams forget to include a relevant case study or example; proposals feel generic, not tailored

Approvals between sales, legal, and finance drag on via email chains with many back-and-forth versions

No standardised template — every team writes their own format; proposals look unprofessional and inconsistent

Capabilities

What your AI agent can do

Parse CRM data

The agent extracts from Salesforce or HubSpot: amount, scope, timeline, client name, decision maker, conversation history.

Match relevant case study

From your case library, selects the best match: proposing a tech build? It finds a similar project to showcase.

Generate document

Fills your proposal template: letterhead, amount, timeline, scope description, price breakdown, payment terms, signatures.

Export as PDF or Notion

Outputs a polished PDF (ready to sign) or Notion page (for team collaboration and live edits).

A/B variants by scenario

Can generate multiple proposal versions: standard, premium (add-ons), or budget (stripped scope) for comparison.

Works with your tools

Salesforce

HubSpot

Google Docs

Notion

Gmail

Slack

How it works

Get started in a few steps

Connect your CRM and upload a template

Authorise OpenKlo to read from Salesforce or HubSpot and upload your proposal template (Google Docs or Notion). The agent uses this as the base.

Request a proposal

Mention the agent in Slack or Telegram: '@OpenKlo generate proposal for Acme Corp, Deal: $50k USD, 3 months, product development' or reference the deal ID.

Agent gathers context

Extracts from CRM: deal history, requirements, amount, decision maker, similar past deals. Picks the best case study from your archive.

Fill and generate

Plugs data into the template, includes the case study, describes scope, lists price breakdown, sets payment terms. Outputs PDF or Notion.

Sent to you for review

Posts the draft to Slack: 'Preview: [link]. Send to client? Y/N'. You check, make edits, and approve before it goes out.

FAQ

Frequently asked questions

Only with your approval. The agent always posts a preview to Slack first — you review, edit, and confirm before sending.

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