For consulting, IT services, and agency firms, the proposal is often the first deliverable a client sees. Yet many teams still copy Salesforce data into word-processing templates, fix the formatting, convert the file to PDF, and chase signatures by email. It’s slow, and every manual step is a chance for an outdated rate or a wrong client name. Generating professional services proposals directly in Salesforce removes those steps.
GoCloudz PDF Generator creates branded, client-ready documents directly from your Salesforce data.
Design Templates for Professional Services Proposals
Build templates in a WYSIWYG editor and pull in Salesforce data with merge fields. Add your logo, custom headers and footers, terms and conditions, and page breaks so every proposal looks consistent, no matter who creates it.
Generate Professional Services Proposals from Any Salesforce Object
Proposals don’t always live on the Opportunity. PDF Generator works with any standard or custom object that has an active template, so you can produce proposals from Opportunities and Quotes, or statements of work from a custom project object.
Present Services the Way Clients Understand Them
Dynamic tables show line items with the columns you choose. Group and sort services, and use page breaks to keep long tables readable.
If you sell packaged services with GoCloudz Product Bundle, the PDF can show just the bundle summary, or list the included services while hiding their individual prices.
Offer the Right Template Automatically
Different engagements need different documents. Template filtering uses your business rules to show users only the templates relevant to the record, and PDF Rules can generate PDFs automatically when a record meets your criteria.
Send and Sign Professional Services Proposals in Salesforce
Email the PDF to multiple recipients with a default subject and body, or send it for Docusign e-signature to close faster. Generated files are saved to the record using your naming convention, and users can also download a PDF without saving it.
Serve International Clients
Templates can be translated into any language supported by the Salesforce PDF engine, and currency merge fields format amounts for the user’s locale.
Native and Secure
PDF Generator is 100% Salesforce-native, so your documents and client data stay within Salesforce.
Ready to send better proposals? Learn more about PDF Generator or start a free trial on AppExchange.