{"id":44634,"date":"2023-12-20T10:43:14","date_gmt":"2023-12-20T10:43:14","guid":{"rendered":"https:\/\/www.templafy.com\/?post_type=guide_whitepaper&#038;p=44634"},"modified":"2026-04-10T12:18:10","modified_gmt":"2026-04-10T12:18:10","slug":"how-to-buy-proposal-automation-software","status":"publish","type":"guide_whitepaper","link":"https:\/\/www.templafy.com\/guide_whitepaper\/how-to-buy-proposal-automation-software\/","title":{"rendered":"The consultant&#8217;s guide to proposal automation tools"},"content":{"rendered":"<button class=\"sticky-form-button font-semibold py-5 px-9 border-gray-70 bg-blue-100-primary rounded-full flex flex-row gap-2 has-b-xs-SemiBold-font-size items-center mb-10 text-off-white-primary fixed bottom-5\n     left-1\/2 translate-x-[-50%] z-[1] xl:hidden\">\n    <a href=\"#guides-form\" >Get the guide<\/a>\n    <\/button>\n\n\n\n<section id=\"\" class=\"wp-block-templafy-blocks-colored-section  colored-section\" data-bg-color=\"#232323\">\n<div class=\"wp-block-group alignfull has-border-color has-gray-80-border-color has-global-padding is-layout-constrained wp-block-group-is-layout-constrained has-background col-span-24 col-start-1\" style=\"border-width:1px;border-top-left-radius:20px;border-top-right-radius:20px;border-bottom-left-radius:20px;border-bottom-right-radius:20px;margin-top:var(--wp--preset--spacing--1-8);background-image:url(&apos;https:\/\/www.templafy.com\/wp-content\/uploads\/2025\/03\/online-guide-cover_V02.png&apos;);background-position:100% 100%;background-size:cover;\">\n<div class=\"wp-block-columns alignfull is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex col-span-24 col-start-1 grid grid-cols-subgrid\">\n<div class=\"wp-block-column is-vertically-aligned-top is-layout-flow wp-block-column-is-layout-flow col-span-24 col-start-2\" style=\"padding-top:var(--wp--preset--spacing--1-25);padding-bottom:var(--wp--preset--spacing--1-25);padding-left:var(--wp--preset--spacing--1-25)\">\n<p class=\"has-text-align-left has-off-white-primary-color has-text-color has-link-color has-label-s-font-size wp-elements-fe1a3eed9711412d83fc35a1335ce03e\" style=\"padding-top:var(--wp--preset--spacing--1-8);padding-bottom:var(--wp--preset--spacing--1-8)\">FREE POWERPOINT GENERATOR<\/p>\n\n\n\n<p class=\"has-text-align-left has-off-white-primary-color has-text-color has-link-color has-h-7-font-size wp-elements-4c062c741e32e8512e57915a727ea775\">Create&nbsp;a PowerPoint presentation&nbsp;instantly with AI. Download it, edit it, use&nbsp;it.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-left is-layout-flex wp-container-core-buttons-is-layout-3094dbdc wp-block-buttons-is-layout-flex\" style=\"padding-top:var(--wp--preset--spacing--1-25)\">\n<div class=\"wp-block-button is-style-arrow-right\"><a class=\"wp-block-button__link has-off-white-primary-color has-text-color has-link-color has-b-xs-regular-font-size has-text-align-center has-custom-font-size wp-element-button\" href=\"https:\/\/www.templafy.com\/experience-templafy\/\" target=\"_blank\" rel=\"noreferrer noopener\">Try for free<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/section>\n\n\n\n<div class=\"wp-block-columns alignfull has-gray-100-primary-background-color has-background is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-columns alignfull text-and-form-container has-off-white-primary-color has-text-color has-link-color wp-elements-eb39e1b8a9cf844db62dce605d928f62 is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex col-span-24 col-start-1\">\n<div class=\"wp-block-column form-text-container is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-group form-header-container is-vertical is-layout-flex wp-container-core-group-is-layout-8cf370e7 wp-block-group-is-layout-flex\">\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button is-style-back-button\"><a class=\"wp-block-button__link has-off-white-primary-color has-text-color has-link-color wp-element-button\" href=\"https:\/\/www.templafy.com\/home\/resources\/guides-whitepapers\/\">All guides and whitepapers<\/a><\/div>\n<\/div>\n\n\n\n<p class=\"has-label-s-font-size\" style=\"padding-top:var(--wp--preset--spacing--2-5)\">guide<\/p>\n\n\n\n<h1 class=\"wp-block-heading has-off-white-primary-color has-text-color has-link-color has-h-1-font-size wp-elements-0ca4ab319c9816ade8bb976dd54fa0ed\">The consultant&#8217;s guide to proposal automation tools<\/h1>\n<\/div>\n\n\n\n<figure class=\"wp-block-image size-full is-resized has-custom-border\" style=\"margin-bottom:var(--wp--preset--spacing--1-8)\"><img loading=\"lazy\" decoding=\"async\" width=\"833\" height=\"625\" src=\"https:\/\/www.templafy.com\/wp-content\/uploads\/2023\/12\/032_Card_Proposal-Software.png\" alt=\"\" class=\"wp-image-57536\" style=\"border-radius:20px;width:473px;height:auto\" srcset=\"https:\/\/www.templafy.com\/wp-content\/uploads\/2023\/12\/032_Card_Proposal-Software.png 833w, https:\/\/www.templafy.com\/wp-content\/uploads\/2023\/12\/032_Card_Proposal-Software-300x225.png 300w, https:\/\/www.templafy.com\/wp-content\/uploads\/2023\/12\/032_Card_Proposal-Software-768x576.png 768w\" sizes=\"auto, (max-width: 833px) 100vw, 833px\" \/><\/figure>\n\n\n\n<div class=\"wp-block-group learn-about-list is-vertical is-layout-flex wp-container-core-group-is-layout-cdb4fcd1 wp-block-group-is-layout-flex\" style=\"padding-bottom:var(--wp--preset--spacing--3-75)\">\n<ul class=\"wp-block-list\">\n<li class=\"has-b-s-regular-font-size\"><img loading=\"lazy\" decoding=\"async\" width=\"14\" height=\"14\" class=\"wp-image-44126\" style=\"width: 14px;\" src=\"https:\/\/www.templafy.com\/wp-content\/uploads\/2024\/07\/\u2726.svg\" alt=\"\">A step-by-step guide for the consulting industry<\/li>\n\n\n\n<li class=\"has-b-s-regular-font-size\"><img loading=\"lazy\" decoding=\"async\" width=\"14\" height=\"14\" class=\"wp-image-44126\" style=\"width: 14px;\" src=\"https:\/\/www.templafy.com\/wp-content\/uploads\/2024\/07\/\u2726.svg\" alt=\"\">How to transition from manual to automatic proposals<\/li>\n\n\n\n<li class=\"has-b-s-regular-font-size\"><img loading=\"lazy\" decoding=\"async\" width=\"14\" height=\"14\" class=\"wp-image-44126\" style=\"width: 14px;\" src=\"https:\/\/www.templafy.com\/wp-content\/uploads\/2024\/07\/\u2726.svg\" alt=\"\">Your comprehensive checklist for choosing the right vendor<\/li>\n<\/ul>\n<\/div>\n\n\n\n<div class=\"wp-block-group has-gray-80-background-color has-background has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<hr class=\"wp-block-separator alignfull has-alpha-channel-opacity\"\/>\n<\/div>\n\n\n\n<div class=\"wp-block-group has-gray-80-background-color has-background has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<hr class=\"wp-block-separator alignfull has-alpha-channel-opacity\"\/>\n<\/div>\n\n\n\n<div class=\"wp-block-group about-container has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<h4 class=\"wp-block-heading has-off-white-primary-color has-text-color has-link-color has-h-4-font-size wp-elements-c8d2c43eba2bf78f7275505699af157e\">What&#8217;s inside<\/h4>\n\n\n\n<div class=\"wp-block-templafy-blocks-preview-pdf\" data-pdf-url=\"https:\/\/www.templafy.com\/wp-content\/uploads\/2023\/12\/032_Sneak-Peak_Proposal-Software.pdf\"><\/div><div><div class=\"flex bg-gray-90 rounded-[20px] py-7 justify-center gap-5 my-10 items-center\"><canvas class=\"pdf-preview-canvas\" data-page=\"1\"><\/canvas><canvas class=\"pdf-preview-canvas\" data-page=\"2\"><\/canvas><canvas class=\"pdf-preview-canvas\" data-page=\"3\"><\/canvas><\/div><button class=\"pdf-preview-toggle-btn has-b-s-semibold-font-size flex flex-row border border-black border-solid border-gray-80 px-5 py-[0.88rem] rounded-full items-center gap-[0.62rem] mb-7.5\">Get a sneak peek<img decoding=\"async\" class=\"\" src=\"\/wp-content\/themes\/templafy-rebrand\/assets\/svgs\/eye.svg\"\/><\/button><\/div>\n\n\n\n<div class=\"wp-block-group learn-about-list is-vertical is-layout-flex wp-container-core-group-is-layout-74ba757e wp-block-group-is-layout-flex\" style=\"padding-top:var(--wp--preset--spacing--2-5);padding-bottom:var(--wp--preset--spacing--2-5)\">\n<ul class=\"wp-block-list\">\n<li class=\"has-b-s-regular-font-size\"><img loading=\"lazy\" decoding=\"async\" width=\"14\" height=\"14\" class=\"wp-image-44126\" style=\"width: 14px;\" src=\"https:\/\/www.templafy.com\/wp-content\/uploads\/2024\/07\/\u2726.svg\" alt=\"\">8 obstacles in your current proposal pipeline<\/li>\n\n\n\n<li class=\"has-b-s-regular-font-size\"><img loading=\"lazy\" decoding=\"async\" width=\"14\" height=\"14\" class=\"wp-image-44126\" style=\"width: 14px;\" src=\"https:\/\/www.templafy.com\/wp-content\/uploads\/2024\/07\/\u2726.svg\" alt=\"\">Which documents should you automate first<\/li>\n\n\n\n<li class=\"has-b-s-regular-font-size\"><img loading=\"lazy\" decoding=\"async\" width=\"14\" height=\"14\" class=\"wp-image-44126\" style=\"width: 14px;\" src=\"https:\/\/www.templafy.com\/wp-content\/uploads\/2024\/07\/\u2726.svg\" alt=\"\">The role of AI in proposal automation<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column form-container has-global-padding is-layout-constrained wp-block-column-is-layout-constrained\">\n<section id=\"guides-form\" class=\"wp-block-group has-gray-5-background-color has-background has-global-padding is-layout-constrained wp-block-group-is-layout-constrained wp-container-1 is-position-sticky\">\n<h2 class=\"wp-block-heading has-text-align-center has-gray-100-primary-color has-text-color has-link-color has-h-4-font-size wp-elements-451370b0a44a31e913dc122d3f70a7df\" style=\"padding-top:var(--wp--preset--spacing--3-12);padding-right:var(--wp--preset--spacing--3-75);padding-bottom:var(--wp--preset--spacing--3-12);padding-left:var(--wp--preset--spacing--3-75)\">Get your copy<\/h2>\n\n\n\n<div class=\"wp-block-templafy-blocks-pardot\"><div class=\"pardot-form__inner\" style=\"width:100%;height:100%;padding-inline:2rem;padding-block:0rem;border:none;border-radius:.5rem;box-shadow:none;background-color:transparent\"><iframe src=\"https:\/\/www2.templafy.com\/l\/1064242\/2024-07-06\/2mnf9t\" width=\"100%\" type=\"text\/html\" frameborder=\"0\" allowtransparency=\"true\" style=\"border:0;max-width:500px;height:100%;min-height:250px;background-color:transparent;border-radius:.5rem;margin-top:-1.25rem;padding-inline:2rem;padding-block:0\"><\/iframe><\/div><\/div>\n<\/section>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<section id=\"\" class=\"wp-block-templafy-blocks-colored-section  colored-section\" data-bg-color=\"#232323\"><\/section>\n","protected":false},"excerpt":{"rendered":"<p>A step-by-step guide on how to transition from manual to automatic proposals.<\/p>\n","protected":false},"featured_media":57538,"comment_status":"closed","ping_status":"closed","template":"","categories":[105,16],"tags":[110,20],"class_list":["post-44634","guide_whitepaper","type-guide_whitepaper","status-publish","has-post-thumbnail","hentry","category-ai","category-document-productivity","tag-ai","tag-document-productivity"],"acf":{"header_mode":"dark","footer_mode":"light","book_a_demo_mode":"light","exclude_from_search_results":false,"featured_lottie":"","is_full_width":false,"featured_width":"","post_label":"GUIDE","post_author":""},"_links":{"self":[{"href":"https:\/\/www.templafy.com\/wp-json\/wp\/v2\/guide_whitepaper\/44634","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.templafy.com\/wp-json\/wp\/v2\/guide_whitepaper"}],"about":[{"href":"https:\/\/www.templafy.com\/wp-json\/wp\/v2\/types\/guide_whitepaper"}],"replies":[{"embeddable":true,"href":"https:\/\/www.templafy.com\/wp-json\/wp\/v2\/comments?post=44634"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.templafy.com\/wp-json\/wp\/v2\/media\/57538"}],"wp:attachment":[{"href":"https:\/\/www.templafy.com\/wp-json\/wp\/v2\/media?parent=44634"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.templafy.com\/wp-json\/wp\/v2\/categories?post=44634"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.templafy.com\/wp-json\/wp\/v2\/tags?post=44634"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}