How to Generate Proposals with Jotform
Jotform’s platform helps you proposal generation by letting you create professional proposals in minutes, automate review and approval steps, and finalize them with e-signatures in Jotform ecosystem. Capture project requirements and client details in intake forms, organize proposal data for easy access, and automate reviews to move from draft to delivery efficiently. Keep the entire proposal workflow organized and consistent without manual drafting or scattered communication.
One Proposal Generation Solution
Jotform brings powerful products that work proposal generation workflows. Each one plays a role in making your process faster, easier, and more transparent.
Form Builder
Collect the right details for every proposal
- Create intake forms to capture project requirements, client details, and budgets.
- Add file uploads for supporting documents or project briefs.
- Use conditional logic to customize forms for different proposal types.
Jotform Tables
Organize proposal data for easy access
- Store all submissions and proposal drafts in Jotform Tables.
- Sort by client, project value, or approval stage.
- Share views with sales, operations, or leadership teams.
Jotform Worklows
Automate review and approval processes.
- Route proposals to managers or finance based on project size.
- Trigger notifications when action is needed.
- Reduce bottlenecks with automated follow-up reminders.
Jotform Sign
Finalize proposals with secure e-signatures
- Capture client and manager signatures digitally.
- Store signed proposals automatically for future reference.
- Maintain an auditable trail for compliance.
Jotform AI Agents
Assist teams in creating and refining proposals
- Suggest relevant content or pricing details.
- Answer FAQs from sales reps during proposal creation.
- Summarize client requirements for faster drafting.
Jotform Apps
Build a proposal hub for your team
- Bundle proposal templates, forms, and approval workflows into one app.
- Allow sales teams to access and submit proposals on the go.
- Provide leadership with a central dashboard.
Jotform Boards
Track proposals from draft to signed
- Visualize proposals moving from Submitted → In Review → Approved → Sent → Signed.
- Assign tasks to sales reps or managers.
- Keep the team aligned on proposal progress.
