Proposal automation software that reads your CRM instead of asking you to retype it.
A sales proposal is the moment a deal becomes real. It is also the moment every rep loses an hour re-keying account names, contact titles, line items, and discount tiers that already exist on the opportunity record. Strkr proposal automation drafts the proposal from the live CRM record, pre-fills the pricing from the quote object, routes approvals through the native flow engine, hands off to DocuSign or PandaDoc for signature, and writes the signed PDF back to the deal. The rep gets a working first draft in forty seconds and a signed contract without a second system of record.
What forty-five minutes per proposal looks like at scale.
The average sales proposal takes an experienced AE between thirty and sixty minutes to assemble by hand. Open the template in Word, retype the account name, confirm the contact title, paste in the pricing table from the quote tool, cross-check the discount against the deal, re-apply the brand styling that lost itself in the paste, swap in the current date, hunt down the executive summary from last quarter's successful deal, and send the whole thing through two internal reviews before the customer sees it. Multiply that across a 25-rep sales floor sending an average of six proposals a week, and the number is 112 person-hours per week spent on a mechanical rekey of data that already lives in the CRM. The frame on proposal automation is not "write proposals faster." It is "stop paying your reps to retype records they already own." The time reclaimed is pipeline capacity, not a cosmetic improvement.
Rekey tax
Account, contact, title, address, EIN.
Every manual proposal starts with the same ten fields: account name, primary contact, title, billing address, tax ID, deal amount, start date, term length, payment terms, and the signature block. All ten exist on the opportunity record. All ten get retyped. Strkr pre-fills them from the record on the first draft, with a validation pass that flags any blanks before the proposal leaves the rep's screen.
Pricing drift
The quote says one number, the proposal says another.
The quote tool and the proposal template drift. A rep updates the quote line items but forgets to copy the latest discount into the proposal narrative. The customer receives a document that contradicts itself, which is both an embarrassment and a legal exposure. Strkr renders the proposal pricing table from the live quote object, so the two surfaces are the same record viewed two different ways.
Brand drift
Every rep ships a slightly different template.
Nothing stops a rep from using a copy of last quarter's proposal, which is itself a copy of the quarter before, which is itself a modified version of the master template. By the sixth generation, the brand palette has drifted, the footer carries a stale privacy URL, and the executive summary quotes a product tier that was renamed six months ago. A centrally managed template eliminates every one of those drift paths.
Approval ambiguity
Who signs off on a 25 percent discount?
Most sales floors have a written discount approval policy and an actual approval cadence that routes through a Slack message to the VP. The written policy and the practice drift. Strkr runs approvals through the flow engine, so a proposal above threshold is auto-routed, the approver sees the full context, and the signoff is logged on the deal. The audit trail is deterministic rather than archaeological.
Signature handoff
The handshake between the proposal and the sign tool.
Reps copy the finished proposal into DocuSign, PandaDoc, or Adobe Sign manually. Field tags get set wrong. The signer order drifts. The signed PDF comes back and nobody attaches it to the deal. Strkr completes the loop: the finished proposal flows through the integration with field tags preset, signer order from the deal roles, and the countersigned PDF stored on the deal attachment list.
Version control
Three customers, three slightly different drafts.
A rep working three deals in parallel has three draft proposals open. The naming convention is "proposal-v3-FINAL-FINAL-v2.docx." When the customer asks for a revision, nobody is sure which version they are editing. Strkr tracks every version of a proposal on the deal with the author, the timestamp, and the diff from the prior version. The right draft is always the latest draft.
Legal review
The MSA pull-through nobody tracks.
Enterprise proposals usually pull language from a master service agreement. Reps paste the latest MSA language into the proposal and sometimes forget. Legal gets handed a proposal that references a clause the current MSA no longer carries. Strkr binds the proposal boilerplate to the current MSA version by reference, with a one-click legal review step for proposals above a configurable deal size.
Analytics blind spot
Which proposals win, which ones silently stall?
Manual proposals do not report. Nobody knows the open rate, the time-to-signature, or the win rate per template variant. Strkr instruments every proposal with an open event, a page-level view event, and a time-to-signature metric. The sales ops team can finally answer "does the one-page proposal outperform the eight-page proposal in mid-market" with data rather than opinion.
Rep ramp penalty
New reps need six weeks to ship a clean proposal.
A new AE learning the proposal process on a manual template takes four to eight weeks to produce a proposal that does not need internal rework. The curve is purely muscle memory on which field goes where. Automated proposal software compresses that curve to days because the template, the fields, and the approval chain all run themselves. The new rep approves rather than assembles.
How Strkr proposal automation works
From opportunity record to countersigned PDF.
The Strkr proposal flow is a single path with branching only where branching earns its keep. The rep clicks "Generate Proposal" on the opportunity, picks a template, reviews the pre-filled fields, routes it through approval if needed, sends it for signature through DocuSign or PandaDoc, and sees the signed PDF on the deal. The whole flow runs inside the CRM. The sections below describe each step with the detail a sales ops lead would want before rolling it out.
Template library
Centrally managed, versioned, access-scoped.
Admins build the master templates once. Each template carries a merge-field map, a brand style guide, and a scope list of deal types it fits. New reps pick from the library rather than copying a peer's draft. Updating the master template rolls out to every new proposal immediately, with past proposals preserved on the deal as point-in-time snapshots.
Merge from record
Every placeholder reads a live field.
Each template placeholder maps to a field on the deal, the account, the primary contact, or the quote line items. On generation, Strkr fills every placeholder from the current record state. The result is a draft that opens with the right account name, the right pricing, the right legal entity, and the right signer in the signature block. The rep reviews, does not retype.
Quote-sourced pricing
The line items match the deal, every time.
The pricing table is not a static block in the template. It is a dynamic render of the quote line items attached to the deal. Change the quote, regenerate the proposal, and the pricing table reflects the current state. No side-by-side drift between the quote tool and the proposal document. The customer sees the number the deal actually carries.
Approval routing
A flow fires when the discount crosses threshold.
A proposal with a discount above the configured threshold routes automatically to the approver chain. The approver sees the deal, the quote, the proposal preview, and the rep's justification note. Approvals are time-stamped and logged on the deal. Rejections return to the rep with a comment. The audit trail is complete without a parallel Slack thread.
E-signature handoff
DocuSign and PandaDoc, native integrations.
Click "Send for Signature" and Strkr pushes the proposal into DocuSign or PandaDoc with the signer order from the deal roles, the field tags pre-placed on the signature pages, and the reminder cadence configured in the template. The signer gets an email, signs, and the countersigned PDF lands back on the deal attachment list automatically. The rep never leaves Strkr.
Version diff
Every revision is a tracked change.
When the customer asks for a revision, the rep edits and the system captures the diff from the prior version. The deal shows a version history with author, timestamp, and a redline. Legal and finance can review the delta without opening every version by hand. The current draft is always the latest version, and the audit of what changed between versions is one click.
Legal boilerplate pull
The current MSA language, by reference.
The template references the current MSA version by ID. When legal updates the MSA, new proposals pull the new language. Past proposals carry the version they were sent under for audit. Enterprise deals above a configurable size route to a legal review step before signature, so the counsel sees the proposal before the customer does.
Open and view tracking
The proposal reports back on engagement.
When the signer opens the proposal, Strkr logs the event on the deal. Page-level view data (which pages they lingered on) feeds into the deal activity timeline. A proposal that was opened once and then went dark is a different coaching signal than one that was opened twelve times with heavy time on the pricing page.
Signed PDF to deal
The record of truth includes the contract.
The countersigned PDF stores on the deal attachment list with the signature timestamp, the signer identity, and the completed audit certificate. Finance pulls the contract directly off the deal for invoicing. Nothing lives in a separate contract repository that drifts out of sync with the CRM. The deal is the authoritative record of the signed agreement.
Approval chains that match the real policy
How Strkr handles the discount matrix nobody writes down.
Every sales organization has a discount policy that is written down and a discount policy that is practiced. The written policy says "discounts above 15 percent require VP approval." The practiced policy says "Josh signs off in Slack if the deal is strategic, otherwise the rep just ships." Proposal automation that forces the written policy on an organization that practices the second one gets abandoned by the end of month one. The Strkr pattern is to make the real policy auditable without making it rigid.
Threshold matrix
Tiered approvals by discount and deal size.
Admins configure a matrix: discount percent on one axis, deal size on the other, approver role in each cell. A 10 percent discount on a 50K deal might clear the manager level. A 25 percent discount on a 500K deal routes to the VP and the CFO. The matrix is editable without touching code, and changes apply to new proposals immediately.
Delegated authority
A manager out of office hands off cleanly.
When an approver is out of office, their delegate takes over. The delegation is a per-user setting with a date range, and the audit log records who approved on behalf of whom. Proposals do not stall at an empty inbox. The out-of-office handoff is explicit, auditable, and reversible.
Justification required
The rep writes a one-paragraph reason.
A proposal above threshold requires a justification note from the rep before it enters the approval queue. The approver sees the note, the deal context, and the proposal preview on one screen. The pattern forces reps to think through the discount request before firing it, which drops the volume of marginal approvals by roughly 30 percent in the first quarter.
Approval SLA
Four business hours, then the chain escalates.
Each approval step carries an SLA. Four business hours for a manager, two business days for a VP, three days for finance. If the SLA lapses, the proposal escalates to the next tier automatically with a notification to the original approver. Deals do not stall waiting on a single inbox. The approver has an incentive to clear the queue, and the rep has a floor on the wait.
Comment thread
Approvers push back in-line.
An approver who wants a change can comment on the proposal preview inline. The comment surfaces to the rep as a task. The rep revises, re-submits, and the approval chain picks up where it left off. No back-and-forth email thread. The decision history lives on the deal, visible to anyone with access.
Policy exceptions
A one-time override, with the receipts.
The CRO can override the matrix for a strategic deal. The override is a action with a justification requirement and a per-deal audit trail. The policy itself does not change. The exception is logged. Finance running a quarterly deal review can filter for all policy exceptions and read the reasoning behind each one.
Where proposal automation integrates with the rest of Strkr
A proposal is not a separate app, it is a surface on the deal.
A lot of proposal automation software ships as a separate app that connects to the CRM. That shape has two problems: the connection drifts over time, and the proposal data never fully roundtrips back into the deal record. Strkr builds proposals as a native surface on the opportunity, which means every signal flows both ways on first write. The integrations below are the ones that compound into a real workflow.
Quote module
The pricing table is the quote, rendered.
The quote module and the proposal are two views on the same line items. Change a quote line and the proposal re-renders. Clone a proposal and the quote clones with it. No parallel configuration maintenance. The pricing object has one home, and everything else is a view onto that home.
DocuSign and PandaDoc
Native integrations for the signature leg.
Strkr integrates with DocuSign and PandaDoc as a native OAuth connection. Field tags, signer order, reminder cadence, and completed PDF storage flow back to the deal without a middleware layer. Admins pick the signature vendor at the tenant level, reps never think about it, and the countersigned document always ends up on the right deal.
Flow engine
Approvals, SLAs, and automations use the same flows.
The proposal approval chain is a flow in the same engine that runs the lead router, the renewal watchlist, and the deal-stage automations. Admins build approval flows with the same visual builder they already know. Nothing about proposals requires a separate automation surface, which keeps the admin skill set consolidated.
Strkr AI
Draft assistance in the rep's voice.
Strkr AI drafts the executive summary section of the proposal in the rep's configured voice, based on the deal context and the account history. The rep edits rather than writes from scratch. The pattern cuts the subjective portion of the proposal (the parts the merge fields cannot pre-fill) from fifteen minutes to under three.
Activity timeline
Every event lands on the deal.
Proposal generated, approval requested, approval granted, sent for signature, opened by signer, countersigned. Every event is an activity row on the deal timeline with the actor, the timestamp, and the before/after state. The deal history reads as a single narrative, not a split log across the CRM and a separate proposal app.
Reporting
Win rate by template, time to signature by segment.
Dashboards track proposal metrics as first-class fields: time from send to open, time from send to signature, win rate per template variant, approval cycle time, revision count per deal. Sales ops can answer "does our one-page MSA win faster in SMB" with real data in a saved view, not a spreadsheet export.
Ship your first automated proposal in forty seconds, not forty-five minutes.
Open a free trial, pick a template, generate a proposal from a real deal, and watch the merge fields pre-fill from the record. Approval routing, DocuSign and PandaDoc handoff, version tracking, and open analytics are included on every paid tier. No separate proposal app, no procurement cycle, no middleware. The seat price covers the proposal capability.
How is Strkr proposal automation different from PandaDoc or Proposify?
PandaDoc and Proposify are standalone proposal platforms with their own data model, which means every deal field has to sync into them and every signed document has to sync back out. The sync layer drifts. Strkr builds proposals as a native surface on the opportunity record, so the merge fields read the live deal and the signed PDF stores on the deal without a middleware pass. For teams that want to keep PandaDoc or DocuSign as the e-signature leg, Strkr integrates with both natively. The pattern is "author inside Strkr, sign through the vendor the team already uses." No parallel record of truth.
Can we build custom proposal templates with our brand styling?
Yes. Admins build templates with the full brand palette, logo placement, section layout, and typography. The template library is centrally managed with versioning and access scopes, so a mid-market team and an enterprise team can share a template library with region-specific variants. Merge fields map to any CRM field including custom objects, and the pricing table renders dynamically from the quote line items. Updating a master template rolls out immediately to new proposals, while past proposals preserve the version they were sent under for audit.
How does the approval chain work for discounts above policy?
Admins configure a tiered matrix with discount percent on one axis and deal size on the other. Each cell maps to an approver role. A proposal above threshold routes automatically with a justification note from the rep, an approval SLA at each tier, and an auto-escalation when the SLA lapses. Approvers see the deal, the quote, the proposal preview, and the rep's justification on one screen. Decisions are logged on the deal with timestamps, and the CRO can override the matrix for strategic exceptions with a per-deal audit trail. The practiced policy becomes the audited policy without rigidifying either.
Does Strkr track proposal engagement after we send?
Every proposal is instrumented. Strkr logs when the signer opens the document, which pages they view, how long they spend on each, and whether they share the link with others. The signals land on the deal activity timeline so the rep sees a proposal that was opened twelve times with heavy time on the pricing page as a different coaching situation than one that was opened once and went dark. Aggregate reporting answers template-level questions like "does the one-page proposal convert faster in SMB" without a spreadsheet export.
What happens to the signed PDF after the customer counter-signs?
The countersigned PDF lands automatically on the deal attachment list with the signature timestamp, the signer identity, the completed audit certificate from the e-signature vendor, and the version of the proposal that was signed. Finance pulls the contract directly off the deal for invoicing. The deal is the authoritative record. There is no separate contract repository that drifts out of sync with the CRM, and no manual "attach the signed PDF" step for the rep to forget.
Is proposal automation included on every tier, or an add-on?
Core proposal automation ships on every paid Strkr tier: template library, merge fields, quote-sourced pricing, version tracking, and native DocuSign or PandaDoc handoff. Approval routing, Strkr AI draft assistance, and open-and-view analytics are included on Pro and above. Multi-tier approval matrices and legal boilerplate pull from a managed MSA repository are included on Scale and Enterprise. There is no separate proposal automation SKU, no per-proposal charge, and no credit meter. The seat price is the full price for the capability.
No sales call, no migration consultant, no four-month implementation. Enter your card, get 14 days of the full Pro tier, cancel any time before day 14 with zero charge. Spin up a workspace, import your CSV, and have something useful before lunch.
We use cookies.
Essential cookies keep the site working. If you accept, we also enable Google Analytics
so we can see which pages help and which don't. Reject to opt out entirely. Details in our
Privacy Policy.
