Proposal template

Proposal Template

Copy our proposal template to simplify your proposal process

Automate Workflow

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Over 10,000 teams have chosen Portant

Proposal Template

You can generate proposals from our fully customizable
Google Docs contract template in a few easy steps. It is simple to create proposals which contain all the information your customers need, including multiple line items and payment details. After you've opened Portant Workflow, copy the Google Docs proposal template workflow, connect your spreadsheet, then add column tags to your proposal template and finally click 'Start', and voila!, you’ve automated your proposals!

Welcome to your one-stop destination for a professional and customizable proposal template. Our meticulously crafted proposal template is designed to streamline your billing process and enhance your business documentation. Optimize your proposals efficiency with our user-friendly template, tailored for versatility and ease of use. Whether you're a freelancer or a small business owner, our SEO-optimized proposal template ensures not just practicality but also high visibility in search engine results. Download now and take a decisive step towards seamless invoicing that stands out in the competitive digital landscape.

We know how painful and monotonous it can be to copy and paste data into an proposal template and then export it as PDF. That’s why we’ve come to the rescue.
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With Portant you can copy our proposals template, click a few buttons and proposals will be magically generated whenever you need them. If you add your clients' email address
to the spreadsheet you can then automatically share the proposal via customised emails. Just select the options you require and place your invoicing on autopilot.

Portant can also convert Google Forms to Docs

How to automate your proposals

Open Sheet

Select the Sheet you want to create proposal from.

Connect Template

Connect a Google Doc or Slide proposal template

Customize

Click 'insert' to place tags in your proposal template

'How to automate your proposals with a template'

How It Works

Step 1 - Select your Sheet

To select your Google Sheet - first log in via your Google account and then authorise Portant to view your Sheets. You can get started by copying this template:

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Copy Template

Step 2 - Select your proposal template

When you connect your Google Sheet, you can replace our proposal template with your own if you have one prepared already or edit our one. Also, you can connect multiple documents (e.g. if you need to send a contract with an proposal 😀)

Step 3 - Customise the proposal

Open the document block and add tags into your proposal template. You can format the tags and the data from your Google Sheet will be inserted using the same format (bold, italic, colour, etc.) You can use data grouping to insert multiple rows from your Google Sheet into the same proposal (e.g. if your line items are split on separate rows in your Google Sheet)

Step 4 - Customise the email

Open the email block and customise how you'd like to share your proposal. You can also edit the email proposals are sent from (e.g. accounts@portant.co) Then click 'Start automation' and test your workflow. Your proposals will be stored in a folder made in your Google Drive, which can be edited in the 'Outputs' tab.💥Snap💥 You've done it!

Benefits

Eliminate unnecessary manual work

Automatically creating proposals from Google Sheets removes manual data entry from your life, saving you the time and effort of copy/pasting or retyping. Automatically creating proposals enables you to get back to the more important stuff.

Make your documents more accurate

Typos should be a thing of the past. With our free Google Sheets proposal template, all data is sourced from the original Spreadsheet. Plus, your proposals will be saved with a consistent naming structure in your Google Drive.

Built into Google Workspace

Create proposals from templates with the tools you already use - Google Docs, Sheets, Slides and Forms. Automating proposals from this template workflow will help you hit all your goals.

What they say about Portant

This product is a gamechanger for all of those painful manual document merges, love what you and the team have built!

Matthew B.

Founder & Leadership at Upflowy

Love this product, have been using it for over a year and the integration to Google Workspace is awesome. I've provided feedback in the past and these features are now in the product so lots of credit for listening to your users!

Duncan I.

Web, Google & WordPress

Portant takes the boring repetition out of my invoicing, plus I’m now creating personalised slideshows for each of my clients, all automatically. Wish I’d had this sooner!

Alec B.

Lead UX Architect

Portant is incredible! With Portant's AI feature, I generated a marketing plan tactic in seconds and totally automated from a Google Form. I can't wait to launch my lead generation campaign using this tool.

Luján D.

Marketer

Portant helps us automate workflows related to many document types - proposals, invoices, contracts, and pitch decks. It saves us time generating the documents and has eSign built in. Portant's customer support are very responsive to any questions or feature suggestions too.

Collis M.

Technology, Software

From a single master database I can create mail merged .pdfs, emails envelopes and multiple forms. Tech support has been absolutely incredible, responsive and personal.

Greg P

Large Nonprofit

This software brilliantly takes over the tedious process of creating and sending invoices, a task that used to consume a considerable chunk of my time. With just a few clicks, I can now generate invoices, dispatch them to clients, and maintain a systematic record in Google Sheets. This not only saves time but massively reduces errors of data entry.

Lukas G.

E-commerce Business Owner

Truly a gamechanger! There are a number of things that I want to do but doing manually would waste a ton of time. Portant streamlines these tasks and allows me to focus on the things that require my attention and problem-solving!