PROPOSAL AUTOMATION FOR GOOGLE WORKSPACE
Create, publish, and track
proposals from Google Workspace
Turn the Google Docs, Slides, and Sheets your agency already uses into personalized proposal pages. See when clients open them, what they read, and when to follow up.
See how Templify turns a Google Workspace file into a personalized, trackable proposal.
How Templify works
Keep your existing proposal templates. Add the workflow around them.
1. Prepare a reusable proposal template
Start with an approved Google Doc, Slide deck, or Sheet. Add {{placeholders}} for client details, scope, pricing, and dates.
2. Personalize the client copy
Enter each client detail once. Templify replaces every matching placeholder in a new copy while your master template stays untouched.
3. Publish and send one link
Publish a client-ready webpage with a PDF download. Send the link, then check engagement before you follow up.
Your proposal workflow, without another proposal editor
Templify adds personalization, publishing, and engagement tracking to the Google Workspace files your team already uses.
Know when a proposal gets opened
See total views, unique visitors, and the latest visit before you decide when to follow up.
See which pages hold attention
Compare time spent across proposal pages to understand what a prospect reviewed and what they may have skipped.
Replace every client detail at once
Fill repeated {{placeholders}} across Docs, Slides, and Sheets from one sidebar instead of hunting through the file by hand.
Send a link instead of an attachment
Give clients a clean browser-based proposal with a PDF download. Set an expiry date or unpublish it when needed.
Keep approved templates unchanged
Create each proposal from a fresh copy so your master template stays consistent and ready for the next client.
Publish only the proposals you choose
Templify works inside your Google files and hosts only the proposals you explicitly publish. You control expiry and access.
SIMPLE PRICING
Start free. Upgrade when you need unlimited publishing and analytics.
Free
Try the complete proposal workflow
- check_circle Unlimited placeholder replacements
- check_circle Up to 5 published proposals per month
- check_circle Proposals expire after 7 days
- check_circle PDF downloads included
- check_circle No analytics
Pro
For teams that send proposals every week
- check_circle Unlimited placeholder replacements
- check_circle Unlimited proposal publishing
- check_circle No automatic expiry
- check_circle Full analytics: views, visitors, devices, referrers, and time by page
- check_circle Unpublish whenever you need
Built for the work between sending and closing
"Build each proposal from the same approved Google Workspace template, then personalize only the client-specific details."
Standardize
Keep every proposal consistent
"Send clients one browser link instead of another attachment. They can still download the proposal as a PDF."
Publish
Share a cleaner client experience
"See total views, unique visitors, and time spent by page before you plan the next follow-up."
Track
Know what happened after send
"Use proposal engagement to follow up with context instead of sending another generic check-in."
Follow up
Prioritize active opportunities