Still spending too much time drafting proposals or chasing signatures? You’re not alone. For many small business owners, the paperwork that comes with winning new clients can quickly pile up. The good news is, there’s a better way.
With a little automation, you can cut down the busywork and keep your sales process moving smoothly. Here’s how Wattman AI helps you generate, send, and track proposals and contracts – all with less manual effort.
Stop Rewriting the Same Proposal Every Time
Instead of starting from scratch with each new lead, you can use templates inside Wattman AI to build customised proposals quickly. Add your branding, structure, and pricing once – then reuse it whenever you need.
This means your proposals stay consistent and professional, without hours spent formatting or copying from past documents. Let automation handle the layout and details, so you can focus on the content that matters.
Let Your CRM Fill in the Blanks
Typing in the same client info over and over? That’s a time-waster – and an easy place for errors to slip in. With Wattman AI, your CRM can automatically pull client details straight into your proposal or contract.
Names, addresses, project details – they all flow through from your contact records. No more double entry or misspelt names. It’s clean, quick, and accurate.
Make Signing Easy with E-Signatures
Nothing slows down a deal like waiting for someone to print, sign, scan, and return a contract. E-signatures change that. With digital signing tools built right into Wattman AI, your clients can approve contracts from their phone, tablet, or computer in seconds.
It’s legal, secure, and far more convenient for everyone involved. Your deals close faster, and your clients get a smoother experience.
Stay on Track Without Manual Follow-Ups
Once a proposal is sent, it’s easy to lose track of where things are – especially when you’re juggling multiple leads. Wattman AI lets you know exactly when someone opens, views, or signs a document.
You can also set up automated follow-up reminders, so you’re not constantly checking your inbox or calendar. If a client hasn’t responded, your CRM can send a polite nudge for you. No more falling through the cracks.
Start Closing Deals More Efficiently
Automating your proposals and contracts may sound small – but it adds up fast. You’ll spend less time on admin, reduce mistakes, and move leads through your sales process with less friction.
If you’re ready to make things easier on yourself and your clients, now is a great time to set up automation that works behind the scenes.
