---
template: "marketing.peb"
title: "Proposals and Sales Documents for Salesforce"
displayName: "Proposals and Sales Documents"
description: "Generate customer-ready proposals, quote explainers, SOW drafts, and sales packets from Salesforce context."
category: "solutions"
contentType: "overview"
audience: "end-user"
tags: "solutions,proposals,sales-documents,salesforce,document-generation"
section: "solutions"
seoTitle: "Proposals and Sales Documents for Salesforce"
seoDescription: "Use iDialogue to generate and review Salesforce-based proposals, quote explainers, SOW drafts, and customer-ready sales packets."
---

## Proposals and Sales Documents

Generate the sales documents teams rebuild most often from Salesforce context: proposals, quote explainers,
SOW drafts, account summaries, handoff packets, and customer-ready sales packets.

The workflow starts from Salesforce data and approved templates, asks for missing inputs, creates a reviewable
draft, and prepares the output for customer sharing.

## What this workflow supports

- Proposals grounded in account, opportunity, product, and quote context.
- Quote explainers that make commercial terms easier for buyers to understand.
- SOW drafts and implementation summaries for review.
- Account summaries and stakeholder briefs for deal teams.
- Customer-ready sales packets that combine several generated artifacts.

## Operating model

Use iDialogue as a document generation and sharing layer around Salesforce. It does not replace CPQ, legal
review, billing, ERP, invoicing, tax, revenue recognition, or final commercial approval.

## Related pages

- [Product](/product/index.html)
- [AI Document Generation](/product/document-content-processing.html)
- [Customer Document Pages](/product/customer-experience.html)
- [Pricing](/pricing.html)