How to automate proposal generation using Valuecore templates

If you’re drowning in repetitive proposal work, you’re not alone. Sales teams and consultants everywhere waste hours rebuilding the same pitch decks and pricing tables just to send out “custom” proposals. If you’re ready to stop copy-pasting and start actually automating, this guide’s for you. I’ll walk you through how to use Valuecore templates to generate proposals that look polished, stay accurate, and actually save you time. No fluff, and no magic—just a practical approach that works.

Why Automate Proposal Generation?

Let’s be real: manual proposals are a pain. Here’s what usually happens:

You copy last quarter’s deck.
Find/replace the client name.
Tweak pricing (or forget to, and look silly).
Miss last-minute edits and send out errors.

Not only does this chew up hours, but it’s a recipe for mistakes. Automation fixes that. If you set up templates the right way, you can:

Send out proposals faster — minutes, not days.
Keep branding, messaging, and pricing consistent.
Cut down on human error.
Free up time for actual selling… or lunch.

But don’t kid yourself: automation won’t work unless you put in a bit of upfront effort. The steps below will help you get it right the first time.

Step 1: Get Your Proposal Content Straight

Before you even touch Valuecore, take a look at the proposals you’re already sending. Automation just repeats what you give it—so give it something decent.

What to do: - Gather your best proposals. Find a few that landed deals or got good feedback. - Break them down. What sections show up every time? Usually: intro, problem statement, solution, pricing, terms, and next steps. - Spot the bits that change. Company names, pricing, product quantities, maybe a custom case study—these are “variables” for your template. - Clean up the language. If you see outdated jargon or details, fix them now. Automation will just repeat those mistakes.

Pro tip: If your proposals are all over the place, pick one as your “gold standard.” Use it as your template base.

Step 2: Set Up Your Valuecore Template

Now it’s time to build the template inside Valuecore. If you haven’t used the platform before, take 10 minutes to poke around first—it’s not rocket science, but it’s not drag-and-drop simple either.

Here’s the gist:

Create a new template.
In Valuecore, go to Templates and select “Create New.”
Give it a name you’ll actually remember. “2024 SaaS Proposal Template” beats “Template 1.”
Lay out your sections.
Set up each section you want: Cover, Executive Summary, Solution, Pricing, etc.
Valuecore lets you use content blocks—think of these like reusable Lego pieces.
You can add text, tables, images, and dynamic fields (more on those below).
Insert variables for anything that changes.
Instead of hardcoding a client name, use a variable like {{client_name}}.
Same goes for pricing, contact info, or anything else that’s different each time.
Valuecore calls these “dynamic fields”—they’ll prompt you to fill them in before generating a proposal.
Add logic if needed.
Some proposals have optional sections (“Include case study if relevant”).
Valuecore lets you set up conditional content—so sections show up or hide based on what you select.
Don’t overcomplicate this. Start simple. You can always add logic later.

What to avoid: - Don’t try to automate every single thing at once. Get the basics working, then make it fancy. - Don’t use variables for things that never change (like your company address).

Step 3: Set Up Your Data Inputs

Templates only save time if you can feed them good data. You’ve got a few options:

Manual entry: Valuecore will prompt you for each variable before generating the proposal. This is fine for small teams or infrequent proposals.
Spreadsheet import: If you’ve got lists of clients, pricing tiers, or SKUs in a spreadsheet, you can import that data so Valuecore fills in fields automatically.
CRM integration: If you’re using Salesforce, HubSpot, or another CRM, Valuecore can pull client info and deal data straight from there. This is slick, but requires setup (and sometimes a paid plan).

How to choose: - Start manual. If you’re only sending a handful of proposals a week, don’t burn hours integrating systems. - Move to import or integration when you’re ready to scale—or when you’re sick of typing.

Heads up: Automation is only as good as your data. Garbage in, garbage out.

Step 4: Generate and Review Your First Proposal

Here’s where you see if your setup actually works.

Test your template.
Use the “Preview” or “Generate Proposal” function in Valuecore.
Fill in the variables by hand or import a test data row.
Check for broken variables.
Make sure every {{variable}} pulls in the right info.
Watch for “Hello {{client_name}}” showing up instead of a real name—that’s a sign you missed a field.
Look for layout issues.
Sometimes tables break or images don’t fit. Tweak as needed.
Make sure your branding looks right (fonts, colors, logos).
Edit on the fly.
Valuecore lets you tweak the final proposal before sending—use this for last-minute details, but don’t rely on it as your main editing step.

Pro tip: Send yourself the first few proposals as a test. Better to catch mistakes now than in front of a client.

Step 5: Share, Track, and Iterate

A good template keeps working for you—and gets better over time.

Share proposals from inside Valuecore. You can send a link or PDF straight to your client.
Track engagement. Valuecore tracks when people open the proposal, which sections they spend time on, and so on. Don’t obsess, but it can be handy.
Get feedback from your team. What’s working? What’s a pain? Tweak your template based on real-life use, not what you think will happen.

Don’t bother: - Don’t micromanage tracking data. If a client reads your proposal 12 times, it might just mean they’re busy—not that you need to call them immediately.

What Works, What Doesn’t, and What to Ignore

Here’s the honest rundown after using Valuecore for a while:

Works well: Consistent branding, boilerplate sections, dynamic pricing, and pulling client data from a CRM.
Can be tricky: Complex conditional logic. It’s easy to overthink and overbuild. Keep it simple until you genuinely need more.
Doesn’t help: If your team isn’t aligned on what a “good” proposal looks like, automation just makes bad proposals faster.
Ignore the hype: No tool will “close more deals automatically.” Automation just frees up your time and keeps things clean.

Keep It Simple, Tweak As You Go

Automating proposals with Valuecore templates isn’t rocket science, but it does take some upfront work. Build a clean template, test it, and actually use the feedback you get. Don’t sink weeks into perfect logic or data integrations unless you really need them. Start basic, get the core stuff right, and improve from there.

Remember: the goal isn’t perfection. It’s spending less time on busywork and more time actually selling. Automate what makes sense, ignore what doesn’t, and you’ll wonder why you ever did this stuff by hand.