DocsAutomator vs. Proposify

In DocsAutomator

1. Keep your file as it is. Type a placeholder wherever a client's details go, such as {{client_name}}.
2. Wrap a section in a named tag, such as {{section_retainer}} and {{/section_retainer}}, to show it only when a rule matches.
3. Mark one table row with {{line_items_1}}. DocsAutomator repeats it for every item linked to the record and adds the totals.
4. Place signature and date fields with tags such as {{esign.signature_1}}.
5. Edit the wording whenever you like, in Google Docs or Word, where your team already edits it. An AI assistant connected over MCP can fill a Google Docs template but never rewrites it.

More on Google Docs templates, Word templates and line items.

In Proposify

1. Build the template in Proposify's drag-and-drop editor, starting from its template gallery.
2. Paste your text in from Google Docs or Word. Proposify can generate a new proposal using a PDF as a source, but it doesn't import the file itself.
3. Or pay Proposify to design it: custom template design on Build, or the $2,000 Launch kit on Grow, which adds onboarding.
4. From then on, every wording change happens in Proposify's editor.