Stop spending two hours on every proposal. Generate 30 in the time it used to take to write one.
Proposals win business. But writing every one from scratch — or even editing a template manually for each client — burns time that should go toward closing deals, managing projects, or serving clients. ActiveMerge generates polished, fully personalized proposals and quotes automatically, from your spreadsheet data.
What You Can Generate
- Client proposals with individualized pricing, scope, and ROI projections
- Construction and contractor quotes with site-specific details
- Financial plan summaries tailored to each client’s portfolio
- Marketing agency proposals with client-specific campaign ideas
- Insurance policy recommendations with customized coverage options
- Software renewal proposals with usage data and tier options
- Loan estimates and pre-approval letters with applicant-specific terms
How It Works
- Build your proposal template — Set up your layout once with merge fields for the details that change per client.
- Upload your prospect or client data — Each row in your spreadsheet becomes one proposal.
- Generate — ActiveMerge creates every proposal, ready to download and deliver through your existing workflow.
The Time Difference
| Role | Manual | ActiveMerge | Savings |
|---|---|---|---|
| Construction Project Manager (30 proposals/month) | 60 hours/month | 5 hours/month | 92% |
| Sales Team (100 proposals/month) | 200 hours/month | 10 hours/month | 95% |
| Marketing Account Manager (30 proposals/month) | 120 hours/month | 8 hours/month | 93% |
Why Not Just Use a Template?
Generic templates still require manual editing for every client. ActiveMerge pulls the data in automatically — no copying, no pasting, no formatting fixes. Every proposal looks custom because it is, just not custom-built by hand.
Send more proposals. Do less manual work.