- Features > Proposal Generation
Proposal Generation for CPQ
Generate complete, branded sales proposals automatically — with product specifications, pricing, terms, and supporting content populated directly from your configuration.
One-click
Proposal generation from configuration
Branded
Professional output every time
Complete
Specs, pricing, and terms included
The Challenge
The Problem with Manual Proposal Creation
A sales quote and a sales proposal are different documents. A quote communicates price. A proposal communicates value — it includes product specifications, application context, customer references, delivery terms, and commercial conditions that together make the case for the purchase. Creating proposals manually is time-consuming, and the quality varies dramatically between sales reps.
When proposals are assembled manually, experienced reps produce compelling documents while newer team members produce bare-bones price lists. Brand consistency suffers. Technical details are sometimes omitted, sometimes incorrect. The opportunity to reinforce your value proposition at the most important moment in the sales cycle — when the customer is deciding — is inconsistently realised.
For complex manufacturing products, proposals need to include technical specifications drawn from the configuration, product images, application notes, and compliance documents. Assembling this content manually from multiple sources is a significant effort that most reps simply don't have time for, particularly in high-volume quoting environments.
The result is a widening gap between the quality of proposal that your best sales reps produce and what customers receive across the rest of the team — with commercial consequences that are difficult to measure but consistently felt.
How It Works
How Proposal Generation Works in Mercura
Mercura generates sales proposals directly from the product configuration. When a configuration is complete, the user selects a proposal template — predefined by your sales operations or marketing team — and Mercura populates it automatically with the configured product specifications, calculated pricing, applicable terms and conditions, and any pre-approved supporting content linked to the selected products. The output is a professional, branded PDF document ready to send to the customer. Template design and content management are handled inside Mercura by non-technical users. Different templates can be configured for different customer segments, product lines, or sales contexts.
What's Included
Key Capabilities
- One-click proposal generation from completed configuration
- Multiple branded templates for different segments and contexts
- Product specifications auto-populated from configuration
- Pricing and terms populated automatically
- Pre-approved supporting content linked to product selections
- Product images and technical diagrams included automatically
- Digital delivery with read-receipt tracking
- Template management by non-technical sales operations teams
The Difference
Before and After Proposal Generation
- Proposals assembled manually from multiple sources
- Quality and completeness varies dramatically by rep
- Technical specs manually transcribed — errors introduced
- Brand consistency breaks down across the team
- Proposal creation takes hours per document
- Complete proposals generated in one click from configuration
- Consistent quality across every rep and every deal
- Technical specs accurate because they come from the configuration
- Brand-consistent output guaranteed by template design
- Proposals ready in seconds, not hours
Real-World Application
Example Use Case: Cooling Systems Manufacturer
A cooling systems manufacturer found that their top 20% of sales reps were winning deals at a 34% higher rate than the rest of the team — largely because they consistently produced detailed, well-structured proposals while other reps sent basic price lists. After implementing Mercura's proposal generation with a standardised template, proposal quality became uniform across the entire team. Within two quarters, the win rate gap between top and average performers narrowed by 40%. Average proposal creation time dropped from 2.5 hours to under 8 minutes.
Quote turnaround dropped from 3 days to under 4 hours.
Business Impact
Why Automated Proposal Generation Matters
A proposal is often the last document a customer reviews before making a purchase decision. Its quality, completeness, and presentation directly influence win rates. Mercura makes your best proposal the standard proposal — consistently delivered by every rep on every deal, in seconds rather than hours. The commercial impact is measurable: better proposals win more deals, and faster proposals win deals that slower competitors lose.
See Proposal Generation in Action
Book a demo to see how Mercura generates professional, accurate proposals in one click.
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