Pipeline customers can now save hours with our new proposal generation feature.
Just upload your .docx proposal template—or start from a recent proposal—then tag the dynamic sections you want Monograph to update, such as phases, roles, consultants, schedules, budgets, and client details.
From there, you can generate a polished, client-ready proposal directly from any lead. Monograph pulls in the relevant lead data, creates a new proposal, and lets you send it for e-signature with a single click.
Less copying, pasting, and formatting. More time spent winning the work.
Instructional video and more here.
