Automate Proposal Generation for Your Enterprise
Build dynamic, data-driven proposal workflows in Jinba Flow that pull live client data and deploy as secure APIs your sales team can run instantly.
Build a proposal generation automation workflow for a Sales Operations or RevOps team at a Fortune 500 company. When a sales rep triggers a new proposal request, pull client data from Salesforce, enrich it with the latest project metrics, and use AI to draft a tailored proposal. Route for compliance review if the deal value exceeds a set threshold. Require manager sign-off before the final proposal is sent. Log every version and approval step for audit purposes.
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Jinba Automates Proposal Generation End to End
Jinba's SOC II compliant platform lets Fortune 500 enterprises build governed proposal generation workflows that pull live data, apply business rules, and route for approval before anything goes out the door. With Jinba Flow for building and Jinba App for controlled execution, your sales and RevOps teams can automate the entire proposal process without custom development.
- Describe your proposal logic in natural language and refine every step in a visual flowchart editor to match your exact process
- Route proposals automatically based on deal value thresholds, client tier, or product mix with conditional branching and exception handling
- Validate inputs and enrich proposals with live data pulled from Salesforce, HubSpot, and internal systems before generation
- Maintain a complete audit log of every proposal draft, approval decision, and version change for compliance and governance
How Jinba Powers Automated Proposal Generation
Describe your proposal workflow in chat, for example pull client data from Salesforce, generate a tailored draft, and route deals above a set value for compliance review. Jinba generates the workflow and you refine it in a visual editor.
Publish the workflow as a secure API or MCP server so your sales team can trigger proposal generation instantly from their existing tools, with enterprise controls and private hosting options.
Sales reps initiate proposals through Jinba App via chat or an auto-generated form. The workflow runs with guardrails, routing for approvals where required, and every action is logged for audit.
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.
Start Automating Proposal Generation Today
If your team is still building proposals manually or chasing approvals over email, Jinba can turn that process into a secure, governed workflow your sales and ops teams can run on demand.
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.
Can I connect Jinba to our CRM for live proposal data?
How does Jinba enforce proposal approval before sending?
Do sales reps need technical skills to generate proposals?
How does Jinba keep proposal generation secure and compliant?
Can the workflow pull real-time metrics into the proposal?
Can I build proposal workflows without writing code?
How are proposal versions tracked for audit purposes?
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