top of page
Filling Out a Form

Proposals and Document Automation Services

Unlock productivity by streamlining and digitizing documents for sales, marketing, and business operations documents

 
Choose from our fixed-price bundles and order immediately to receive high-quality deliverables in under 5 days*

Applications Supported

and many others....

Use Cases

Say goodbye to manual paperwork and hello to efficiency! Accelerate your sales process, impress clients with interactive proposals, and ensure accuracy and consistency in all your documents

  • Proposals

  • Quotes

  • Contracts

  • Agreements

  • Invoices

  • Purchase orders

  • Sales agreements

  • Business plans

  • HR documents

  • Rental contracts

  • Freelance project

  • Marketing collateral

  • Event proposals

  • Financial reports

  • Service level agreements (SLA)

  • RFP Responses

  • Partnership proposals

  • Medical HIPPA forms.

  • Patient forms.

  • New customer intake.

  • Non disclosures.

Intertwined

Services

Streamline Your Business Processes with Document Automation Services.

Vendor selection

Advisory on selecting the right application for your business.

CRM integrations

Set up your CRM to send customer or opportunity data into the document.

Template design & setup

Develop the template with your document or form content.

e-Signature

Ditch pen and paper signatures. Get these digitally saved and meet compliance.

Pricing & quote tables

Build pricing and quote tables that allow customers to select and order

Digital forms

Capture end user information via forms on website or email.

Project Portfolio

"Really tricky project delivered on time and with great understanding of our needs. Can’t recommend highly enough."

​

- Lee & Harper Law Firm

  Washington, DC

We were using paper forms and manual signatures with faxing. Prozaro helped us automate all our documents, collect e-signatures and set up a filing system. Reduced our workload from 3 hours per case to 10 mins (only reviewing).

​

- Liberty Real Estates

Newark, NJ

Testimonials from Our Customers

Prozaro Solutions has been a huge help in improving our IT systems. Their proposal clearly laid out what they would deliver, and they followed through. They trained our team well, so we knew how to use everything from day one. Prozaro still manages our IT and quickly fixes any issues that come up, which lets us focus on growing the business instead of dealing with tech problems

- DigitalXPerts

Amsterdam, NL

Rather than typing up sales managers to set this up, we purchased the package. Everything went smooth from understanding our design requirements, to review/feedback loops, and a final high quality proposal. Thanks for your hard work!

​

- Jupiter Health & Associates

Dallas, TX

Quick ordering and received it back in 3 days. Great quality!

​

- Margos Hotel

Dallas TX

Quick ordering and received it back in 3 days. 

​

- Dans Auto

Detroit, MI

Lets get started!

bottom of page