Build your own proposal generator tool, no code required
Generate professional proposals quickly and effortlessly with a customizable tool designed to fit your business needs and branding.
Customize your proposal generator tool
Tailor your proposal workflow with only the steps and features your team needs. Adapt and update your setup as your process evolves—no code needed.
Client information intake
Proposal template management
Dynamic proposal creation
File attachment & integration
Approval and e-signature tracking
Proposal status tracking
Bring all your proposal data together in real time
Connect spreadsheets, CRMs, and document tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your proposals.
Custom access for every team. Built-in security, no dev time.
Empower your team with a secure proposal generator. Set up logins, user groups, and granular permissions—no IT help required.
Advanced permissions
Give sales, marketing, and management teams tailored access and dashboards to streamline proposal workflows.
User groups
Give sales, marketing, and management teams tailored access and dashboards to streamline proposal workflows.
Automations
Connect with tools like Make, Zapier, or N8N to automate approvals, notifications, and tracking.
Works on any device
Access and update your proposal generator from any device. Apps are mobile-ready out of the box.
Easy, secure logins
Let team members log in with Google, email, or SSO for fast, secure access to proposal tools.
Security
Keep proposal data safe with SOC2 and GDPR compliance, plus robust access controls.
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Give sales teams an AI helper
Let sales teams ask AI for deal info, next steps, or proposal details—all answered instantly inside your internal tool.
Why Softr vs other software
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Easy, fast setup
Spin up your proposal generator in minutes with drag-and-drop blocks—no coding needed.
Consolidate your stack
Easily update templates or approval steps as your proposal workflows change—no rebuilds required.
Flexible as you grow
Create and manage proposals alongside other tools—all in one place, without extra software.
Build a fully custom proposal generator in minutes
Connect to your data in seconds
Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.
Customize layout and logic
Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.
Publish and launch
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.
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Frequently asked questions
Build your Internal Tool effortlessly