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Proposals

Win more business with proposals that are delivered faster and look exceptional every time. Gutenburg transforms proposal creation into a streamlined, automated process—pulling in the right data, formatting it beautifully, and generating client-ready documents in seconds. No more copying, pasting, or piecing together content under pressure. Your team can respond quickly with tailored, professional proposals that keep deals moving forward and leave a strong impression. The result: quicker turnaround times, more consistent messaging, and a higher likelihood of closing the deal.

Step 1: Build a Template

Point. Click. Done. The Gutenburg editor is built for ease of use. It is end-user friendly and removes the headache from template building.

Screenshot of the Gutenburg template builder.

Step 2: Click a Button

One click and a PDF is created. No more copy-paste, no more leaving Salesforce. Gutenburg eliminates the manual effort from the equation.

Screenshot of a Salesforce record containing a Gutenburg button.

Step 3: Deliver Proposal

Send the proposal via email. Gutenburg is compatible with Salesforce email templates, ensuring end-to-end branding.

Screenshot of the Salesforce email widget with a Gutenburg PDF attached.

Optional Enhancement:

Generate proposals the instant that an Opportunity record's stage is updated. This eliminates all manual effort from generating an invoice and allows instant billing, accelerating the revenue cycle.

Screenshot of a Flow with the Gutenburg component embedded.

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