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Proposal Automation System

Close More Deals Without Chasing Paperwork

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Proposal Automation System

Ever lost a deal because the proposal went out too late?

You’ve had a great call. 

The client was engaged, nodding, asking the right questions.

They were sold — not officially, but emotionally.

All you had to do was send a proposal and make it real.

They literally told you,  great let’s do it, send over the contract for us to sign.

But then life happens.

You’ve got back-to-back meetings. 

Your team is already behind on other proposals.

The details get jotted down — somewhere — and the proposal that should have gone out in 30 minutes goes out 48 hours later, in some cases a week or two later… if at all.

By then?

You start to get that sinking feeling.

All of that hard work to get them excited on the call…

Down the drain.

The spark is gone. The client’s energy has faded. They’ve started questioning. Worse, they’ve taken another meeting — with someone who moved faster.

And just like that… you’re back to “following up again next week.”

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The cost of delay is invisible — but devastating.

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Whatever you do... don't waste the golden hour

⚠️ It’s that window of time right after the sales conversation.

⚠️ When your prospect is emotionally invested, mentally clear, and most ready to say yes.

⚠️ Most service businesses don’t realise how much money they’re leaving on the table.

⚠️ Not because they don’t sell well.

⚠️ But because they don’t follow up while the buyer is still in the zone.

What if you could send a high-converting, personalised proposal within 10 minutes of any sales call?

✅ No typing.

✅ No formatting.

✅ No chasing your team.

✅ Just a ready-to-go document that looks like it took hours.

✅ Sent before your competitor follows up on the same prospect enquiry also sent to them.

Let us handle the follow-through

You’re already doing the hard part — selling.

When your proposal arrives in minutes — not days — you’re not just faster.

You’re first!

You’re more impressive!

Let’s turn your sales calls into signed dealsfaster than ever.

 You’re the one who gets the signature, not your competitor.

⚡ Speed Wins

Clients get the proposal while they’re still excited

Timing is everything in sales. When a client leaves a call feeling inspired, curious, and ready to say yes — that’s the golden window. An automated proposal system captures that exact moment. Instead of letting the excitement fade over 24 or 48 hours, the proposal lands in their inbox almost immediately, reinforcing the emotional momentum of the call.

fast follow up

💼 You look elite

The proposal looks like a senior partner wrote it

A sloppy proposal filled with typos and generic copy screams “small time.” But a beautifully crafted document with precise language, branding, and layout? That makes your business look world-class. AI-generated proposals can mimic the tone and polish of your most senior team member — every time — without adding hours of manual work.

you look elite

🧠 No mental load

Your team can focus on closing, not typing

Salespeople are hired to build relationships, uncover needs, and close deals — not fiddle with formatting or spend hours writing proposals. With automation, the heavy lifting is handled instantly after the call. Your team doesn’t need to worry about whether they remembered every detail or phrased it just right.

no mental load

📈 Higher conversion rates

Faster proposals = more signed deals

The longer you wait to follow up, the colder the lead gets. When proposals are sent automatically, you’re dramatically reducing the time between “I’m interested” and “Let’s do it.” That’s how you increase your close rate without changing your pitch — just your process.

higher conversion rates

🔁 Repeatable & scalable

Follows a framework so nothing slips through

Every proposal follows your proven structure — no skipped steps, no forgotten pricing, no inconsistent language. This consistency not only protects your brand, but makes your offering feel rock-solid and trustworthy. Whether you’re sending 5 or 50 proposals a week, the quality stays the same. And as your team grows, the system grows with you.

repeatable and scalable

It’s like having your best salesperson, with a personal assistant who never sleeps

And unlike other automation systems, we don’t just hand you a workflow and leave you to figure it out.

We tailor it to your business, your team, your brand voice — so it actually works in the real world.

Want to personalise your intro paragraph?

Done.

Need different templates for different services?

Easy.

Want to integrate directly with PandaDoc, Notion, or your favourite CRM?

We’ve got you!

Our Proposal Automation System is designed to do exactly that.

We integrate directly with your CRM or form capture system.

Once a sales event happens — a call, a form, a quote request — our system kicks in:

✅ It pulls the relevant details from the interaction (form fields, call transcripts, or CRM notes).

✅ It uses advanced AI to craft a clean, professional proposal using your pre-built template.

✅ It sends that proposal in PDF, Google Slides, or PandaDoc format — ready to impress.

And if you want, it’ll log it all in your CRM too.

✅ No admin needed.

✅ No follow-up stress.

✅ Just momentum.

You don’t just look more professional.

You close more deals.

When proposals show up fast, polished, and personalised — clients feel seen.

They feel prioritised.

And that confidence turns into conversion.

Win More Deals & Increase Your Close Ratio

Take the Next Step with PIXELBIRD™

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It pays for itself — fast

Our clients consistently report

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✅ 5–25% boost in close rates

✅ 60–80% reduction in time spent building proposals

✅ And better feedback from clients who say: “Wow, that was fast, and seriously impressive.”

✅ Saving up to 10 hours per week and thousands in admin wages

✅ Some clients have even replaced their entire proposal writing process.

With a risk-free 30-day money-back guarantee.

✔️ Let us help put any worries to rest.

✔️ Take 30 days to put our sales automation to the test.

✔️ If you’re not thrilled, we’ll refund your investment – no questions asked.

FAQS

We focus on outcomes first – ensuring every strategy and tool is built to deliver real, measurable results like qualified leads, kept appointments, and closed deals. It’s not about using fancy tech for its own sake; it’s about using smart automation to get you more revenue. We combine proven sales tactics with cutting-edge AI to create a system that works 24/7 to grow your business.

Not at all. Our AI-driven tools are designed to empower your sales team, not replace them. We automate the repetitive tasks (like initial outreach, follow-ups, and scheduling) so that your human reps can focus on building relationships and closing deals. The personal touch remains where it matters most – our technology just makes sure no opportunity falls through the cracks.

Seamlessly. We’ll work with the systems you already have in place whenever possible – whether it’s your CRM, calendar, or website forms. Pixelbird’s Sales Automation Engine can often plug into your existing workflow. And if you don’t have the right tools, we’ll provide and set them up for you. The goal is a smooth integration that feels natural for your team, without a steep learning curve.

Many clients start seeing quick wins in the first few weeks – think higher contact rates and more appointments from leads that would have otherwise gone cold. Building a steady pipeline of high-quality leads can take a few months to fully mature, but our automation accelerates that process dramatically. We’ll set clear benchmarks, and you’ll see continuous improvements each step of the way – from lead volume, to meeting bookings, to reduced sales cycle length.

We measure success by closed-loop results. That means tracking everything from lead generation to appointments to closed sales. You’ll know exactly how many leads were generated, how many of those turned into meetings, and how many became paying clients. We provide clear analytics and transparent reporting, so you can see the ROI in terms of revenue, not just vanity metrics. In short, if it doesn’t help you close more deals, it’s not considered a success in our book.

We work best with service-based businesses that have an internal sales team and are ready to scale up. Our clients are often in fields like property & development, real estate groups, dental and medical practices, legal services, and other professional industries. If you rely on building relationships and trust to win clients (and you have growth ambitions), Pixelbird’s sales automation solutions are tailored for you. We partner with businesses that have an established foundation and want to accelerate their growth with more predictable sales.