AI Proposal Software That Helps Teams Close Faster
Generate standout proposals in minutes with AI and smart automations. Personalize every
deal and track engagement
directly from your CRM.
Generate standout proposals in minutes with AI and smart automations. Personalize every
deal and track engagement
directly from your CRM.
Trusted by 500,000+ users to automate their proposal workflows
Switch to interactive proposals instead. Your team moves faster, buyers stay engaged, and you finally see what's happening after you hit send.
Sales teams spend most of their week on work that isn't selling. Storydoc automates proposal creation, shows you how buyers engage, and helps your team move deals forward faster.
Connect your CRM, brand assets, and existing content to generate complete proposals in under 5 minutes. AI handles the structure and formatting so reps can focus on the deal instead of the document.
Built-in analytics show what each prospect reads, clicks, and skips. Track time spent on each slide, spot drop-off points, see when proposals are shared internally, and know exactly when to follow up. Because this is the part of sales you can't afford to guess.
Connect Storydoc to your CRM to automatically pull prospect data into every proposal. Use dynamic variables to personalize at scale and send hundreds of tailored proposals in seconds.
Embed next steps directly into the proposal. Add your calendar, forms, e-signatures, or payment modules so buyers can take action immediately.
Start from a template, prompt, or your existing materials. Our AI proposal maker creates a structured proposal in minutes, pre-filled with your content, branding, and prospect details.
Add interactive elements, edit the layout, and use AI to rewrite or improve sections. Build a proposal that's clear, on-brand, and easy to navigate on any device.
Integrate with your existing tool stack via API or Zapier. Use dynamic variables to personalize each proposal and send them at scale as live links - without manual work.
See how prospects interact with your proposal, get real-time alerts, and follow up at the right moment to move the deal forward.
Pull prospect data directly from your CRM, automate document workflows, and keep your sales stack working together from first outreach to signed deal.
Use our API, Zapier, or Make to generate documents automatically and connect Storydoc with thousands of apps and data sources. Automate document workflows, deliver interactive experiences in your own environment, and scale content creation across teams.
86%
Faster deck creation
x2
Conversion rate
x2
Closed-won bookings
60%
Deck completion rate
“We generate thousands of brochures at scale thanks to the Salesforce integration within Storydoc, directly improving our most important KPIs.”
“We brought the 5 largest opportunities in the past 24 months after adding Storydocs to our email outbound campaigns.”
“Since we switched to Storydocs, our sales metrics have improved. We're getting a CTA conversion rate of 10%, the completion rate of 60%, and have over half of the decks shared within the client organization.”
“We've seen higher conversion, of up to x2, among prospects who engaged with the Storydoc pages.”
“With Storydoc, we were able to simplify the complex content of our annual report using graphs, numbers, and detailed insights in an interactive and efficient way.”
“With our most recent Storydocs, we're like, 'Oh my goodness, it brought it to life like we do when we present it, but without the person even being there!'”
“I was able to initiate more conversations, and Storydoc enabled conversations to move forward with less friction”
“Storydoc does an amazing job painting a full picture of what we do and how we work so that a second demo is usually not needed.”
Storydoc gives sales and marketing teams everything they need to create, share, and optimize interactive documents that actually get read - and always look great, whether on mobile or in print.
Sales teams spend hours every week creating and personalizing proposals, chasing approvals, and guessing whether prospects even read them.
Use the calculator below to estimate how much time and money your team could save with Storydoc's AI proposal generator.
Built from the analysis of thousands of proposals and real deal outcomes. Our proposal templates are structured around what works - so you can win more deals, faster.
No templates match your search.
This is the part of the deal you can't afford to get wrong. Here's how Storydoc compares to the alternatives.
Start with a 14-day free trial, then scale with Storydoc as your team grows.
Ideal for professional individuals
Ideal for businesses & teams
A full solution for teams
Ideal for professional individuals
Billed annually $237.60
Active documents : 5
AI Images credits : 20/month
AI Text credits : 25/month
Analytics : Basic
Slides and templates : Limited
Security : Basic
Export to PDF
Remove Storydoc branding
Stock images, videos & icons
Ideal for businesses & teams
Billed annually $432
Active documents : 30
AI Images credits : 50/month
AI Text credits : 125/month
Analytics : Extended
Slides and templates : Unlimited
Security : Advanced
Export to PDF
Remove Storydoc branding
Stock images, videos & icons
Collaboration
Personalization with variables
Workspace
Integrations
Version control
A full solution for teams
Active documents : Unlimited
AI Images credits : Extended
AI Text credits : Extended
Analytics : Advanced + custom reporting
Slides and templates : Unlimited
Security : Extended
Export to PDF
Remove Storydoc branding
Stock images, videos & icons
Collaboration
Personalization with variables
Workspace
Integrations
Version control
Designated storytelling expert
Studio design services
Storydoc offers a 14-day free trial - no credit card needed. You'll get full access to everything included in our Starter plan, so you can create, personalize, and share proposals right away. If you need more advanced features, you can upgrade anytime. And anything you create during the trial is yours to keep, free of charge. For details on our paid plans, please visit our Pricing page.
With the Storydoc AI proposal maker, creating a proposal is simple and flexible. You have a few different ways to get started:
Storydoc integrates with a wide range of tools across sales, marketing, and enablement to help you create, personalize, and track your proposals more effectively.
We support CRMs like Salesforce and HubSpot, sales tools like Outreach and Salesloft, marketing platforms like Marketo and Intercom, and calendar, video, chat, and data visualization tools like Calendly, Loom, and Tableau.
You can also automate proposal creation at scale using our API and Zapier.
For the full list of integrations, visit our Integrations page.
Yes - Storydoc is built to support proposal automation at scale.
You can automatically generate personalized proposals using data from your CRM, database, or other tools. With dynamic variables and live data, each document is tailored to the recipient without manual work.
Storydoc integrates with tools like HubSpot and Monday, and you can build automated workflows using Zapier, Make, or Clay to generate and send proposals based on triggers in your pipeline.
For more advanced use cases, our API lets you fully automate document creation, personalize content programmatically, and deliver interactive Storydocs directly within your own product or workflow.
Interactive proposals consistently outperform static formats like PDFs and slide decks when it comes to engagement and conversion.
Based on Storydoc data from over 1.3 million sessions:
When our clients switched from static slides to using Storydoc, they also saw a x2 boost in prospect conversion rate and closed-won bookings, an 86% decrease in asset turnaround time, 30% faster deal closing, and a 40% increase in full reads.
For more details, check out our comparison pages:
Yes, Storydoc is built with enterprise-grade security in mind. We use strong encryption to keep your data safe. The platform also supports SSO/SAML and advanced access controls, so only authorized team members can access your proposals.
We are ISO 27001 certified, which means our information security practices meet internationally recognized standards for managing and protecting sensitive data.
All data is transmitted over encrypted connections and managed according to strict internal security protocols.
For more details, you can visit our Compliance & Security page.
Most teams are creating automated proposals within 30 minutes of signing up. Our integrations take less than 5 minutes to set up.
If you're on an Enterprise plan, you'll also get dedicated onboarding support, plus access to our studio design and proposal makeover services.
Not on Enterprise? No problem. The AI proposal generator is intuitive, and you can easily get started on your own. If you need a hand, we offer plenty of step-by-step guides, including:
We also have many other guides tailored to specific use cases, so you can find exactly what you need.
You can also check out our business proposal examples and real client presentations for inspiration.
Still have questions?
Watch our quick tutorials to learn how to create, personalize, and share your first Storydoc
Visit our help centerJoin thousands of professionals who've upgraded from static documents to proposals that drive real results.
