Proposal Automation Software
Automate proposals, quotes, estimates, and scope documents in 5 minutes. React faster. Close more deals.
for Windows operating systems.
Find out if Docmo can achieve beautifully perfect proposals in one click. Schedule your free, live demo now.
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Waste no more time building proposals manually
Spend time on high-value work like defining requirements and building relationships - not copy-pasting.
Fill project and client info automatically
Turn hours of work into minutes. Select requirements, click button, get proposal.
Close more deals, and respond faster.
Transform your sales pipeline by unlocking your teams' time. How many more deals would you win if perfect proposals took minutes not hours?
Avoid formatting flaws and noncompliance issues.
Beautiful, on-brand proposals are made simple with reactive formatting, and organizing your standard content into dynamic libraries.
Import from any database, app, or CRM
Custom integrations save so much time and effort that they pay for themselves in two months.
Automatic organization for proposal packages.
Custom approval workflows available.
How are proposals automated with Docmo?
Use any Word or PDF file as a template.
Pull content from other files and apps.
Optionally, enter and select more details.
Clara is her region's top sales rep. She sends out 20 proposals every month.
Clara selects Acme Inc. for this proposal. Their info is pulled from the CRM.
Clara enters scope requirements, budget, and timeline info. Paragraphs for each scope item, a timeline image, and a budget table are populated.
The proposal is completed and stored into the client's folder. An email is composed with it attached for Clara's review before she sends it off.
What types of documents can you create and automate with Docmo?
5. Client Intake Forms
6. Order Forms
9. Proposal Packages
Proposal Automation Features
files and folders.
Start small and
Schedule your free, live demo now! Time is wasting...
Time-unlocking, busywork-busting, smart automation is possible. We will show you. It takes 20 minutes.
Frequently Asked Questions
What is Docmo?
A template automation protocol. The most capable template automation protocol in existence, to be exact.
What is a protocol?
Protocols move information. Platforms hold information.
Protocols "connect the dots" between your data and document templates. This grants freedom to choose or change apps, and enables quick configuration and reconfiguration. Platforms require complete migration (including re-building all templates within the platform's environment), and learning the platform environment itself.
What can Document Automation do for me?
Enable your team to spend more time on high-value work rather than manual busywork. Grant confidence that your documents and reports are 100% perfect every time.
Who typically uses Document Automation software?
Data-centric or relationship-centric roles. If you regularly report data, or regularly interact using forms, proposals, and agreements.
Or anyone who spends more than 2 hours every week editing the same templates or documents.
Who is Docmo?
We are a small software company based in Houston, TX. We started as a consultancy strictly building custom products, but through consistent demand for template automation products, we've developed Docmo (our subscription product).
We are proud to help customers large and small including Harley-Davidson, Dell, and University of California with thousands of users across dozens of countries through having built millions of dollars worth of software.
What is Document Automation best for?
Saving time and ensuring quality. If your teams spend effort building, customizing, or editing documents and reports, Docmo may be your key to saving time and effort.
How much does Document Automation cost?
The full subscription (with unlimited users) costs $200/mo. Subscriptions with dedicated support or a high volume of generated documents (over 300/mo) will cost more.
Customizations cost between $1,000 to ~$15,000. Larger customizations include things like: approvals tracking systems, dynamic questionnaires, and extensive integrations.
Can templates be prepared using data from my other systems?
Yes, absolutely. This is one reason why Docmo is layered behind Excel!
Can produced documents be sent to DocuSign, etc.?
Yes, absolutely. Docmo is a protocol, so fully integrating with other apps is part of our core value statement.
Tomorrow is not better than today.