Sales proposal automation software that streamlines your workflow
Automate repetitive proposal tasks, from creation to follow-ups. Offorte’s automation tools help you send, track, and optimize proposals with ease, so you focus on selling, not admin work. With API controlled data, webhooks, and Zapier integration, your proposals stay dynamic, responsive, and fully automated.
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Create, send, and track proposals effortlessly
Winning deals shouldn’t involve endless formatting, manual emails, or wondering if a client even opened your proposal. With automation and insights, you create personalized, data-driven proposals in minutes - without the hassle.
Generate & send proposals via the API
Leverage templates, API, and automation tools to generate and send professional proposals without delays.
Automate follow-ups based on engagement
Trigger automatic reminders and actions when clients interact with your proposal,whether they open, sign, or request changes.
Integrate with CRM, Zapier & automation tools
Connect Offorte to your CRM, Zapier workflows, and other business automation tools for a seamless sales process.
Stay in control while automating
Automation works best when you’re still in charge. Offorte handles the busywork while keeping you in full control of every proposal.
Automated proposal generation
Eliminate manual work with auto-generated proposals. Offorte pulls from smart templates, pre-defined content, and external data sources to create tailored proposals in seconds.
- Dynamic content templates
Reuse high-performing proposal structures. - API-based proposal creation
Automatically generate proposals with external data inputs. - Automated status updates
Keep proposals updated as deals progress.
Webhook-powered automation
Turn proposal engagement into action. Webhooks trigger automated responses based on how clients interact with proposals.
- Proposal tracking
Webhooks fire when a proposal is opened, viewed, or signed. - Smart follow-ups
Automate reminders when clients hesitate - Multi-step automation
Chain multiple actions, like sending a follow-up if a proposal isn’t viewed within a certain time.
API-controlled proposal content
Offorte’s API lets you manage proposal content dynamically,inserting personalized data and adjusting sections via the API.
- Data-driven content
Personalize proposals with up-to-date client or pricing details. - Automated updates
Sync with external sources to keep proposals relevant. - Custom integrations
Connect with business tools to streamline proposal creation.
Zapier & workflow automation
Automate proposal actions across your favorite business apps. Use Zapier to connect Offorte with 2000+ tools, from CRM systems to email marketing platforms.
- Seamless integrations
Automate proposal tasks within your existing software stack. - Custom workflows
Set up rules to trigger actions like sending reminders or updating statuses. - Multi-step Zapier automation
Create complete sales workflows by linking multiple apps together.
Example workflow: When a proposal is created, Zapier can update the CRM, send a Slack notification, and trigger an email sequence,fully automated.
Discover more about the available functions
Trusted by 2,500+ professionals worldwide
"Offorte transformed how we create proposals - fast, easy and stunning"
Start closing more deals with smarter proposals
Try Offorte free for 14 days - no credit card needed