Obtenez une démo gratuite de la plateforme de gestion d'enquêtes Formaloo

Build smarter proposals that close deals

Learn how to auto-generate personalized proposals, turn them into branded PDFs, and collect digital signatures - all inside Formaloo.

Streamline your sales process with Formaloo

Discover how you can automate repetitive proposal work, close deals faster, and give clients a seamless signing experience using Formaloo’s no-code tools.

Auto-generate branded proposals with ease

Build smart proposal forms that dynamically pull in client info, pricing, and service details. No more copying and pasting.

Instantly convert responses into PDF proposals

Automatically generate polished PDF documents ready to send or download—fully personalized for each client.

Collect e-signatures in one smooth flow

Skip external tools. Embed e-sign fields right into your proposal flow and get client approval instantly.

Automate approvals and deal tracking

Set up internal logic to trigger status updates, assign team tasks, or track proposal stages across your pipeline.

Use AI to write smarter, faster

Speed up your proposal writing with AI-generated intros, summaries, and service descriptions, tailored to each lead.

Les équipes adorent travailler avec Formaloo

Découvrez pourquoi plus de 25 000 entreprises de plus de 30 pays font confiance à Formaloo pour réunir leurs équipes, leurs outils et leurs données en un seul endroit.

Une plateforme primée

Les évaluateurs de G2 adorent Formaloo - découvrez pourquoi c'est un leader des logiciels d'enquête !

Créateur d'enquêtes IA #1

Découvrez par vous-même comment la plateforme de gestion d'enquêtes Formaloo peut répondre aux besoins uniques de votre entreprise.

Simplicity and the general UI/UX that this website offers for surveys. Much more attractive and more patronizable than G products. Formaloo provides better and more personalized surveys for our clients
I like the clean interface, modern design and features rich of Formaloo. I can create simple but beautiful forms with it. The support team is also very responsive. Getting lead and potential clients' contact info, and also surveying for clients' feedback after the deal. With Formaloo I can send simple but beautiful forms to collect the data I want from my clients
Formaloo provides a complete set of powerful building blocks out of the box with a powerful relational database automatically connected to them! leaving competitors way behind with its very easy to use user-interface.
Ease of use, folders for projects, as easy to use for forms as Canva is for image editing. Forms are much easier to create in Formaloo, especially any forms that require advanced logic or payment, which are a pain to do in the other systems.
It's easy to create forms that look attractive and increases response rate. The reporting dashboard is a great plus to keep track of responses. Formaloo helps me to create forms that are easy to complete, and more importantly visually appealing to increase response.
Formaloo has a large library of form templates that makes it easy to get started with their platform. I've also used Formaloo to build out very complex assessment forms from scratch using advanced calculation logic and workflow. I'm really impressed with their continued development velocity.
‘‘Formaloo is a top-notch customer engagement platform allowing the creation pleasing forms, quizzes, customer portals, and even CRM systems without requiring any coding expertise."
Business systems and analytics Director, City & County Healthcare Group

Questions & answers

Read the answers to the most frequently asked questions about our AgencyOS

What will I learn in this webinar?

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In this free 30-minute session, you’ll learn how to build an AI-powered proposal builder using Formaloo. We’ll walk you through auto-generating personalized proposals, creating PDFs, and collecting digital signatures without writing code.

Can I create proposals as PDFs automatically?

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Yes! Formaloo allows you to generate dynamic, branded PDF proposals automatically based on form inputs. You can customize the design and content for each client without manual formatting.

Does Formaloo support digital signatures?

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Absolutely. You can add e-signature fields directly into your proposal workflow. Clients can sign documents online no third-party tools required.

How does AI help with proposal creation?

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With Formaloo’s AI tools, you can auto-generate proposal content like intros, summaries, and service descriptions. This saves time and ensures consistency across all your client documents.

Who should attend this webinar?

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This webinar is ideal for agencies, consultants, and service-based teams who want to automate client proposals, reduce manual work, and streamline their sales process.

Do I need to know how to code?

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No coding is required! Everything is built using Formaloo’s no-code tools—perfect for business users, marketers, and operations teams.

Will I get a proposal builder template?

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Yes! All attendees receive a free, fully customizable “Proposal Builder with E-sign” template to start using right away.