B2B Sales Teams

Inside sales, account executives and AE managers

CRM sync, AI assist and analytics, so reps can get back to selling

Proposal Expert for B2B sales teams is proposal software that inside sales, account executives and their managers use to build proposals from CRM data, with AI assistance and engagement insight per deal. Use it when reps lose hours building proposals and the status in HubSpot, Salesforce or Monday.com lags behind. A proposal starts from the deal, with contact, amount and line items filled in. Status and value flow back to the CRM automatically, and the client signs electronically within eIDAS. Available in 16 languages.

How sales teams use Proposal Expert

An account executive opens the deal in HubSpot or Salesforce and creates a proposal from it in Proposal Expert. Company, contact, amount and line items are already in place. AI writes the introduction and the approach from the deal notes, and the team template gives every rep the same structure. After sending, the manager sees in the CRM that the proposal was viewed, and on signature the deal moves to won with the signed amount.

The features that make the difference

Two-way sync with HubSpot, Salesforce and Monday.com, with Pipedrive following: deals, contacts and amounts in, status and value out. AI scoring as a quality gate, so a proposal with a low score gets feedback before it leaves the building. An engagement score per proposal, so reps know which deal needs attention. Data Lab with win rates per section and per rep, as the basis for coaching. And e-signature with an audit trail, so signed means signed.

Up and running in an afternoon

Have a sales manager create a free account and set up the brand kit. Build one team template with the fixed sections and the pricing table. Connect the CRM from Settings > Integrations, pick the pipeline and map the fields, which takes a few minutes. Invite two reps and have each turn a live deal into a proposal. At the end of the afternoon, review the engagement data and the status in the CRM.

Reps spend 30% of their time building proposals instead of selling
Status updates in the CRM always lag behind
Inconsistent quality across the team
No visibility into what competitors put in their pitches

Proposals generated from deal data

Opportunity → proposal in one click with auto-populated fields.

Status sync to your CRM

View, sign and archive trigger automatic stage updates.

AI scoring as a quality gate

Low scores give reps feedback, so quality stays uniform.

Data Lab for rep coaching

See which sections make which reps successful and coach where it counts.