Build Custom Automated Proposal Software
Create secure, repeatable proposal workflows in Jinba Flow and deploy them instantly as APIs for your sales teams to use. Connect your CRM, automate approvals, and ensure consistent outputs enterprise-wide.
Create an automated proposal workflow for an enterprise sales team. When a sales rep requests a proposal, validate the information and pull customer data from CRM. Route based on deal size - standard deals use fixed pricing while larger deals need custom pricing and manager approval. Generate a branded PDF proposal document, notify the sales rep by email, and log everything for compliance tracking.
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Jinba's Enterprise-Grade Proposal Automation Solution
Jinba's SOC II compliant platform enables Fortune 500 enterprises to build secure, scalable proposal automation workflows that meet strict governance standards. With Jinba Flow's visual editor and Jinba App's controlled execution environment, sales teams can generate consistent, compliant proposals while maintaining comprehensive audit logs and enforcing approval policies.
- Design proposal workflows with natural language and refine in a visual editor, connecting your CRM data with customizable templates
- Configure dynamic routing with conditional logic for different approval paths based on deal size, product type, or customer segment
- Validate proposal requests automatically and enrich with data from connected systems like Salesforce, HubSpot, and internal databases
- Maintain complete audit trails with timestamps, approver details, and full change history for compliance requirements
How Jinba Powers Automated Proposal Workflows
Describe your proposal process in natural language. Jinba generates the workflow connecting your CRM data, approval steps, and document generation in a visual flowchart editor.
Publish workflows as APIs or MCP servers for immediate team-wide use. Maintain governance with enterprise deployment options and secure system connectors.
Execute workflows in Jinba App with controlled access. Sales teams generate proposals via chat or auto-generated forms, ensuring consistent, compliant outputs every time.
Enterprise Ready
Control, security, and support for large organizations.
Advanced access control
Role-based permissions and SSO integration.
Organization management
Spaces, roles, and approvals for your team.
Dedicated Engineer Support
Work side-by-side with our engineers to remove blockers and accelerate your workflow development.
On-premises or private cloud hosting
Run Jinba in your own environment with full data control.
Advanced access control
Role-based permissions and SSO integration.
Audit logging
Complete compliance and security oversight tracking.
Organization management
Spaces, roles, and approvals for your team.
Pre-built & custom integrations
100+ pre-built integrations plus custom connectors for your internal systems.
Dedicated Engineer Support
Work side-by-side with our engineers to remove blockers and accelerate your workflow development.
Private model hosting
Use Bedrock, Azure AI, or your own models securely.
Create Customized Automated Proposal Software
Transform your proposal process with Jinba's secure, enterprise-grade workflow automation. Build once, deploy anywhere, and empower your entire team.
Frequently Asked Questions
Everything you need to know about Jinba. Can't find the answer you're looking for? Reach out to our support team.
How does Jinba automate the proposal creation process?
Can Jinba integrate with our existing CRM and sales tools?
Do we need coding skills to build automated proposal workflows?
How does Jinba ensure our proposal data remains secure?
Can different departments collaborate on proposal creation?
How does Jinba help with proposal compliance requirements?
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