Run a marketing agency? See how agency account managers use ActiveMerge for client proposals and reports.
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.