Proposals used to go out with your fingers crossed. Now, you can sleep at night.
Imagine every proposal, every contract going out with the right prices and the services you actually sell. So your customers finally get one clear story about what you do and how you serve them.
Playbook coming soon
Someone asks for the latest pricing and three people go looking. The contract that comes back might be current. It might be last year's. At ten proposals a week you can live with that. At fifty, chasing documents is somebody's whole job, the proposal goes out late, and you still cross your fingers. This was never about speed. It's about knowing that what you send is right.
Most businesses don't.
Custom document systems run into the hundreds of thousands for large organisations with complex needs. Most small and mid-sized businesses aren't in that place. There's a path that gets you there for under $200 a month — and for some businesses, nothing at all. Up and running in weeks instead of months.
By the end, you'll know what to build and what it should cost.
- You'll know whether to build your own DocGen, and exactly what to expect from it if you do
- You'll know the other options, what each one actually costs, and where each one falls short
- You'll have a three-week path to having it running, with your prices and your brand baked in
Is this the right playbook?
- Nobody can find the current price, or the latest offer, or anything on brand, without asking three people
- Fifty proposals a week has quietly become somebody's whole job
- You want your company's documents to go out right, not just fast
- You want it built for you
- You want it live today. Expect a few weeks to set up
- You're a large organisation with complex needs. The custom build may be right for you, and the book will say so
Frequently asked questions
What exactly do I get, a tool or a plan?
A plan. This is the decision framework for choosing and standing up document automation with off-the-shelf tools, so you skip a custom build that runs $25,000 or more. You leave knowing what to use and how to roll it out.
How long until I'm up and running?
The reading and planning take about 90 minutes. Actually standing up your solution runs on a roughly three-week roadmap the playbook lays out, not months.
Do I need to be technical?
No coding for the starter path. The more automated tiers connect a few paid tools, and the playbook is honest about which route fits your needs and budget.
Will this fully automate my documents with no work?
Not entirely, and the playbook says so plainly. The free starter tool still needs some copy-paste and a review pass, and it's not built for variable-data docs like invoices. Full hands-off automation is the paid tier, and it tells you when that's worth it.
What will it actually cost to run?
The starter path can be free or close to it. The automated tiers run under about $200 a month depending on your setup, and the playbook walks you through picking a vendor without getting locked in.
One-time purchase. Yours forever. No subscription.