Proposals That Win Business, Not Waste Time

Your sales team shouldn't spend hours building proposals from scratch. altaFlow automatically generates polished, accurate proposals by pulling data directly from your CRM—whether that's Salesforce, NetSuite, or Microsoft Dynamics. From pricing tables to client-specific terms, every document reflects real-time information. No manual assembly. No version control chaos. Just professional proposals that close deals faster, whilst your teams focus on what matters: building relationships and driving revenue.

Why Leading Teams Choose altaFlow for Proposals

No-Code Proposal Builder Design custom proposal templates using our drag-and-drop workflow builder. Add your branding, pricing tables, terms, and conditional sections—all without writing a single line of code or submitting IT tickets.

Native CRM Integration Connect directly to Salesforce, NetSuite, or Microsoft Dynamics. altaFlow automatically populates client names, opportunity details, pricing configurations, and product specifications—ensuring every proposal reflects current, accurate data.

Built-In Accuracy Controls Pre-fill validation and automation bots prevent common errors before they reach your prospects. No more mismatched pricing, outdated contact details, or formatting inconsistencies that damage credibility.

Automated Approval Workflows Route proposals through the appropriate stakeholders based on deal size, discount level, or custom business rules. Conditional workflow logic ensures compliance without slowing down your sales cycle.

Real-Time Proposal Analytics Know when prospects open, review, or share your proposals. Automated notifications and reminders keep opportunities moving forward whilst giving your sales team actionable insights into buyer intent.

Compliance and Audit Trails SSO, role-based access controls, and complete audit logs ensure your proposal process meets enterprise security standards. Track who viewed, edited, or approved every document—critical for regulated industries.

Three Steps to Automated Proposals

Step 1

Design Your Proposal Template

Build professional proposal templates using our visual editor. Add your branding, pricing tables, terms and conditions, and dynamic sections that adapt based on opportunity data. Learn more about document generation capabilities.

Step 2

Connect to Your CRM

Link altaFlow to Salesforce, NetSuite, or Microsoft Dynamics. Map opportunity fields, product catalogues, and customer data so every proposal auto-populates with accurate, real-time information.

Step 3

Generate and Route Automatically

Trigger proposal creation directly from your CRM or through automated workflows. Route to internal approvers, then send to prospects—all whilst tracking engagement and maintaining complete visibility.

Teams That Rely on altaFlow Proposals

Sales Operations

Challenge: Sales teams waste 6-8 hours per week assembling proposals manually.

Solution: Automate proposal generation from CRM data, freeing your team to focus on selling rather than document assembly. Increase proposal volume by 40% without adding headcount. See how sales workflow automation transforms revenue operations.

Revenue Operations

Challenge: Inconsistent pricing, approval bottlenecks, and poor visibility slow deal velocity.

Solution: Enforce pricing guardrails, automate approval routing, and track proposal engagement—all whilst maintaining data integrity between CRM and contract systems. Explore RevOps automation solutions.

Legal & Compliance Teams

Challenge: Manual contract reviews delay deals whilst legal teams struggle to track version history.

Solution: Pre-approved terms, automated clause libraries, and complete audit trails ensure compliance without slowing down the business. Track every change, approval, and signature. Learn about contract workflow automation.

Finance Teams

Challenge: Revenue recognition depends on accurate contract data, but manual processes introduce errors.

Solution: Sync proposal data directly to finance systems, ensuring pricing, payment terms, and contract details flow accurately from opportunity to closed deal. Discover finance workflow automation.

Professional Services Firms

Challenge: Creating client-specific proposals for complex engagements requires pulling data from multiple systems.

Solution: Combine CRM data with resource planning, project scope templates, and historical engagement data—all in one automated workflow that produces tailored proposals in minutes. See professional services automation in action.

IT & Platform Owners

Challenge: Supporting multiple disconnected tools for proposal generation creates integration nightmares.

Solution: Native integrations with your CRM/ERP stack reduce technical debt, simplify your martech architecture, and give IT one less integration to maintain.

Questions & Answers

Does altaFlow integrate with our existing CRM?

Yes. altaFlow offers native integrations with Salesforce, NetSuite, and Microsoft Dynamics. We read and write data directly from your CRM, ensuring proposals always reflect current opportunity details, pricing configurations, and customer information. No middleware required. Explore our Salesforce integration or NetSuite integration pages for technical details.

Do we need developers to build proposal templates?

No. altaFlow's drag-and-drop template builder allows sales operations, RevOps, or admin teams to design, update, and maintain proposal templates without coding or IT involvement. Your technical teams can focus on strategic work whilst business users iterate on proposals. Learn more about no-code workflow automation.

How does altaFlow handle security and compliance?

altaFlow is built for enterprise security requirements. We support SSO, role-based access controls (RBAC), complete audit trails, and configurable retention policies. Every proposal action—creation, approval, signature—is logged and traceable, meeting compliance standards for financial services, healthcare, and regulated industries. Review our security and compliance features.

Can we customise proposals based on deal size or industry?

Absolutely. altaFlow's conditional logic allows you to create dynamic proposals that adapt based on opportunity data, product mix, deal size, or custom fields in your CRM. Different industries, contract types, or approval thresholds can trigger unique proposal sections, pricing structures, or terms—all automated.

What happens if proposal data changes after we send it? altaFlow maintains version control and tracks all changes. If CRM data updates after a proposal is generated, you'll be notified and can choose to regenerate with updated information. Once sent, the original proposal remains locked to ensure you have a complete record of what the prospect received. Our audit trail capabilities provide complete transparency.

How long does implementation typically take? Most teams are building and sending automated proposals within 2-4 weeks. Implementation includes template design, CRM integration, workflow configuration, and team training. Our customer success team provides dedicated onboarding support to ensure your proposal process is optimised from day one. Read about our implementation process or book a demo to discuss your specific timeline.

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Close Deals Faster with Automated Proposals

Create professional, accurate proposals in minutes—no manual formatting, no data entry errors.