Close Deals Faster with Automated Proposals & Contracts.
Stop wasting time copying and pasting deal information from Salesforce. With MergeCanvas, you can generate a pixel-perfect proposal or a ready-to-sign contract in one click.
Deal: Acme Corp Website Redesign
Stage: Negotiation · Owner: Taylor Brooks
- 1 MergeCanvas prepared proposal with custom pricing.
- 2 Legal-approved contract attached to record.
- 3 Audit trail synced for compliance.
Why revenue teams choose MergeCanvas
Native Salesforce & HubSpot Integration
Launch proposals and contracts directly from your opportunity record. Automatically sync activity back to the CRM timeline.
Shared Proposal Templates
Keep every rep on-brand with a shared, version-controlled library of sales documents that update instantly across the team.
Dynamic Content & Pricing Tables
Personalize every proposal with dynamic sections, pricing tables, and legal clauses driven by deal data.
Workflow Snapshot
Opportunity Reaches Stage: Proposal
Trigger automatically generates proposal PDF
Manager Approval
Reviewer receives notification with diff view
Send to Client
MergeCanvas emails proposal, logs activity in CRM, and stores signed version
Turn every deal stage into an automated deliverable.
Reps never leave the CRM to build proposals or contracts. MergeCanvas keeps pricing tables accurate, legal clauses up to date, and every touchpoint perfectly branded.
When prospects say yes, your team is ready to close immediately—no manual formatting, no last-minute scramble.
Ready to streamline your team’s workflow?
Sales teams that switch to MergeCanvas close deals faster and deliver a premium client experience. Let us show you how.
Get a Demo