AI Proposal Software That Closes Deals Faster
Storydoc's AI proposal maker transforms your sales process with intelligent automation. Create and personalize interactive AI-powered proposals - built to engage, ready in minutes, and fully trackable.
Storydoc's AI proposal maker transforms your sales process with intelligent automation. Create and personalize interactive AI-powered proposals - built to engage, ready in minutes, and fully trackable.
Our AI proposal creator pulls from your CRM, the prompt you provide it with, your branding, and existing content to create complete proposals in under 5 minutes.
Interactive proposals get prospects to actually engage. Real-time analytics show exactly what resonates with each buyer, and when to follow up.
Connect your CRM to auto-generate personalized proposals for every prospect at scale. Add custom ROI calculators and e-signature modules—without the need for design experience.
Create and edit proposals in real time with your team. No more siloed drafts or version chaos. You can speed up review cycles and get proposals out the door faster.
Increase in new customers
More demos booked
Faster closing time
Faster deck creation
Everything you need to win deals.
“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!’”
"We brought the 5 largest opportunities in the past 24 months after adding Storydocs to our email outbound campaigns."
"I was able to initiate more new conversations with prospects, and Storydoc enabled conversations to move forward with less friction.”
“We generate thousands of brochures at scale thanks to the Salesforce integration within Storydoc, directly improving our most important KPIs."
"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."
"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."
One-click integration with your CRM, email, and existing sales tools. Storydoc pulls prospect data automatically.
Choose from 100+ templates or let AI create from scratch. Auto-populated with prospect data, company branding, and relevant information.
Fine-tune messaging, add interactive elements, set up tracking parameters. Deploy via custom domain or share instantly.
Real-time engagement alerts and automated follow-ups. Know exactly when and how to close each deal.
One-click integration with your CRM, email, and existing sales tools. Storydoc pulls prospect data automatically.
Choose from 100+ templates or let AI create from scratch. Auto-populated with prospect data, company branding, and relevant information.
Fine-tune messaging, add interactive elements, set up tracking parameters. Deploy via custom domain or share instantly.
Real-time engagement alerts and automated follow-ups. Know exactly when and how to close each deal.
Built from the analysis of thousands of automated proposal decks and closed deals. Our proven proposal structure shows you what works - so you can win more deals, faster.
Everything that you should know about Storydoc
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:
Choose from one of our proven proposal templates - built using insights from over 100,000 presentation sessions - and tell our AI assistant a bit about your company, industry, and what kind of presentation you need.
If you prefer starting from scratch, just write a prompt, and our AI assistant will generate a complete proposal for you.
If you already have content, you can provide your website URL or upload existing documents - our AI proposal generator will use them to build a tailored proposal for you in minutes.
Once your draft is ready, you can use the AI assistant to fine-tune specific slides - rewrite text, shorten sections, adjust tone, or generate visuals. Edits are slide-specific, so you’re always in control of what gets changed and how.
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.
Interactive proposals consistently outperform static formats like PDFs and slide decks when it comes to engagement and conversion. Based on Storydoc data from over 100,000 sessions:
Interactive proposals lead to 21% longer reading times
They’re 41% more likely to be read in full
Interactive proposals are 2.3× more likely to be shared internally, increasing visibility among decision-makers
These proposals can also help shorten deal cycles by up to 30%, by streamlining the next steps
When our clients switched from slides to using Storydoc, they saw a 70% increase in new customers and a 2× boost in demos booked
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.
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.
From getting your first check to landing your biggest client, create everything you need — pitch decks, proposals, sales docs, and more — all in one place.
Join thousands of sales professionals who've eliminated manual proposal work and accelerated their deal cycles.