Pull client details, scope and pricing from the deal into a professional proposal, generate it automatically when the deal changes stage, and get it signed without leaving Attio.
4.9/5 Rated on G2 by real usersCreate a reusable proposal template from a Google Doc or use one of our template automations.
Point merge fields at deal, company and contact attributes, and line items at a related object.
Open the relevant record in Attio and create the proposal with the DocuPotion app in a couple of clicks.
Send the proposal for e-signature and follow its status until it is signed.
Less time formatting documents, more time closing deals.
Client name, scope, pricing and dates come straight from the Attio deal and its related records, so every proposal is accurate and on brand. Update the deal and the next proposal reflects it.
Add the Generate document block to an Attio workflow and a proposal is created the moment a deal reaches your Proposal stage, then uploaded to the record. No one has to remember to send it.
When your client signs, the Document signed trigger can move the deal to Won, notify the owner in Slack and kick off onboarding. The signed copy is saved to the record automatically.
Add the DocuPotion Generate document block to an Attio workflow and proposals go out on their own. When the client signs, a second workflow can move the deal forward.
Explore document automationWatch a proposal being generated from an Attio workflow and sent for signature, then follow the written guide to set up your own.
Attio does not have the ability to create proposal documents natively. DocuPotion adds that through its Attio app - design a proposal template, map it to your Attio data, and generate the proposal document from an Attio record or workflow.
Yes. Build an Attio workflow and use the record updated trigger. Use the DocuPotion Generate document step block to automatically generate a proposal and send it to your client.
Yes, you can send the proposal for e-signature as part of the automation. Your client signs in the browser with no account needed, and the signed copy is saved to the record (also optionally saved to Google Drive and sent to all signers).
Yes. Line items from a related Attio object become a pricing table. You can use a formula in the template to ensure totals are accurately calculated.
No. Bring the Google Doc or PDF proposal you already use and add merge fields to it. There is no new editor to learn.
On the Attio record you generated them from, along with every signed copy. You can also save copies to Google Drive and have the completed versions emailed to all signers.
Start a free trial, no credit card required. Set up your first proposal template in minutes.
Install on Attio