Document and Proposal Automation
Founder Portal ships document and proposal automation end-to-end — built inside your accounts, documented for your team and maintained after launch.
Proposals, SOWs, contracts and briefs eat hours you would rather spend on the work itself. We turn them into templates that draft themselves from your CRM and past deals.
What changes once this is live.
Proposals and SOWs drafted in minutes, not hours.
Consistent structure and pricing across every document you send.
Contracts drafted from templates and CRM data, ready for legal review.
E-signature and approval workflows built in.
A document library that stays organised.
Everything we build in this capability.
Pick the items that matter for your business — we scope, build, integrate and maintain them under your name.
- ·Proposal generation
- ·Quote generation
- ·Statement-of-work generation
- ·Contract-draft generation
- ·Client brief generation
- ·Business-plan generation
- ·Pitch-deck content generation
- ·Investor-update generation
- ·Invoice and receipt generation
- ·Standard document templates
- ·Form-to-document workflows
- ·Automatic PDF generation
- ·Document review and summarization
- ·Data extraction from documents
- ·E-signature integrations
- ·Approval and revision workflows
How founders put this to work.
Proposal factory
New deal in CRM → tailored proposal drafted, reviewed and sent from your brand.
Contract prep
Contract templates pre-filled from CRM data, routed for legal review and e-signature.
Investor and board decks
Content generated from live KPIs — you edit narrative, not numbers.
A predictable four-step delivery.
Scope
We map the current process, tools, data and the exact bottleneck you want removed — then agree on a fixed deliverable list.
Design
We design the workflow end-to-end: triggers, AI prompts, human approvals, error paths, notifications and reporting.
Build
We build inside your accounts using the tools you already pay for, integrate everything, and pilot with real data before going live.
Handover
You get documentation, a runbook, monitoring, and a monthly optimisation window — so the system keeps improving as your business grows.
The tools this capability usually runs on.
What we measure once the system is live.
Time to draft a proposal
Proposal-to-close rate
Document turnaround time
Examples, not promises. Real KPIs are agreed with you during scoping.
Engagement shapes that include this capability.
Custom AI System
For companies requiring a proprietary product or internal platform.
Questions founders ask before starting.
Whose accounts is this built on?
How do you handle our data?
What happens after go-live?
Explore the rest of the catalog.
Ready to build your US launch stack?
Build from anywhere.
Launch globally.
Start with the readiness assessment. You will receive a recommended launch path based on your country, business model, website and current setup.
You own every account and company document. Stripe, banks and government authorities make their own approval decisions.