Generate proposals in seconds. Win faster.
Pull data from the deal, fill a template, share a link. When the client says yes, the contract creates itself.
From template to contract
Template library
Build templates for each product line, each language, each deal type. Toolboks stores them and fills them with live deal data when you're ready to send.
Variable substitution
Account name, contact details, pricing tables, payment terms — pulled directly from the deal record. No manual editing of boilerplate.
Google Drive integration
Proposals live in Google Drive. Edit them in Google Docs. Share a link. Your team and your client work in familiar tools.
Version snapshots
Toolboks captures a snapshot at every key event: sent, viewed, revised, accepted. Full audit trail. No "which version did they sign?"
Acceptance → Contract
When a proposal is accepted, it populates a contract record automatically. ARR, billing terms, start date — all carried over. One click from proposal to contract.
E-signature ready
Connect Scrive or DocuSign for digital signing. Your proposal goes from draft to signed contract without leaving the workflow.