Use Client-Specific Language
Adapt names, problems, services, deliverables, and dates so the proposal reflects the conversation you actually had.
● Google Workspace Document Personalization
Create Personalized Proposals From Reusable Google Workspace Templates
Replace client names, scope, pricing, dates, and images from one sidebar. Give every prospect a relevant proposal without manually editing every repeated detail.
Google Docs™Google Sheets™Google Slides™Built for agencies
Templify proposal dashboard
See proposal personalization
"Enter each client detail once and update every matching placeholder."
42proposal views
7unique visitors
03:18avg. page time
1tracked link
Workflow
How to Create a Personalized Proposal with Templify
Turn one approved template into a repeatable client-specific workflow.
Features
Make Every Client Proposal Relevant and Consistent
Personalization supports conversion by making the offer specific to the client; it does not guarantee a sale.
Replace Repeated Details Consistently
Update every matching placeholder from one input instead of searching through the document manually.
Personalize Images
Use image placeholders in supported Docs, Sheets, and Slides workflows while preserving placement and dimensions.
Keep the Master Template Intact
Create each proposal from a copy so approved language and structure remain available for future clients.
Publish a Client-Ready Webpage
Share the personalized proposal as a browser-based page with a PDF download.
Learn Which Pages Receive Attention
Use proposal analytics to identify which parts clients review and where the template may need improvement.
Positioning
Built for the proposal workflow agencies already run in Google Workspace.
Create, publish, and track client proposals from Google Docs, Slides, and Sheets — built for agencies using Google Workspace.
Buyer
Agency owners and small client-service teams using Google Workspace.
Core pain
Proposals take too long, revisions are manual, and clients disappear after receiving them.
Promise
Send better proposals faster and know when clients engage.
Pricing
Personalize Your First Proposals Free
Free
For testing template personalization
$0forever
- 5 proposal actions per month
- Text and image placeholders
- Docs, Sheets, Slides & Forms
- Tracked webpage publishing
Most Popular
Pro
For recurring personalized proposals
$19/month
- Unlimited monthly proposal actions
- Up to 50 active published proposals
- Full proposal analytics
- Custom expiry dates
- Cancel anytime
Proof
How Teams Use Templify
“Every proposal my team sends now starts from the same template and goes out as a tracked link. No more outdated pricing copy-pasted from last quarter's deck.”
“We finally have a real sales process: one master template, one click to personalize, one tracked link out.”
“I wasn't going to rebuild ten years of Google Docs templates in another editor.”
FAQ
Personalized Proposal Questions
What is a personalized proposal?
A personalized proposal adapts client-specific details such as names, challenges, scope, services, pricing, dates, and supporting images instead of sending the same generic document to every prospect.
How do placeholders work in Google Docs?
Add markers such as {{client_name}} to the template. Templify scans the file, creates a sidebar input, and replaces every matching marker with the value you enter.
Can Templify personalize images?
Yes. Templify supports tagged image placeholders in Google Docs, Sheets, and Slides while preserving the placeholder's dimensions and position.
Does Templify change the master template?
The clone-first workflow creates a personalized copy, allowing the master template to remain available for reuse.
Which Google Workspace apps are supported?
Text placeholder personalization supports Google Docs, Sheets, Slides, and Forms. Image placeholders are supported in Docs, Sheets, and Slides.
Can personalization improve proposal conversion?
Relevant, client-specific proposals can make an offer easier to understand, but Templify does not guarantee a conversion increase. Use engagement analytics and sales outcomes to measure whether your changes help.
Can I publish the personalized proposal?
Yes. Publish it as a shareable webpage with a PDF download, expiry controls, and proposal tracking.
Does the client need Templify?
No. The client opens the published proposal in a normal web browser.