If you’ve ever used a lightweight proposal tool like PandaDoc, Better Proposals, or Canva docs, you’ve probably thought:
“This is nice… but kind of overkill for what I need.”
And you’re not wrong.
Sometimes, you don’t need an entire proposal builder. You just want to send a great-looking proposal, fast — personalized, branded, and ready to go.
That’s exactly where PostSheet shines.
In this post, we’ll show you how to use PostSheet to create and send custom proposals at scale, how it compares to common proposal tools, and why it’s the easiest way to make your sales process faster and more personal.
📄 The Traditional Proposal Tool Workflow (and Its Problems)
With most tools, the process looks like this:
- Create a new proposal for each client
- Replace the name, pricing, scope
- Export or send the live link
- Hope it all looks right
- Repeat for every new lead…
It works, but:
- ❌ It’s slow
- ❌ It’s hard to scale
- ❌ It often feels templated
- ❌ You’re limited by the platform’s formatting
- ❌ You usually pay extra for features like branding or analytics
If your workflow already lives in a Google Sheet, you don’t need another tool.
✅ What You Can Do With PostSheet Instead
With PostSheet + Google Sheets, you can:
- Generate a branded proposal PDF for every lead or client
- Personalize every section with data from your spreadsheet
- Attach it to a personalized email (or send it separately)
- Send in batches — or one at a time
- Preview before sending — no surprises
- Reuse the same template forever
No subscription fees. No login links. No formatting pain.
💼 Example Proposal Workflow
Let’s say you’re a freelancer, consultant, or agency. Your sheet might look like:
| Client Name | Project Name | Scope | Price | Timeline | Start Date | Proposal Link | |
| Acme Co. | jane@acme.com | Website Redesign | Strategy, UX, Dev, QA | $7,500 | 4–6 weeks | 2025-05-01 | (auto-generated) |
| Bolt Studio | mike@bolt.com | Branding Package | Discovery, Logo, Assets | $3,200 | 2–4 weeks | 2025-05-05 | (auto-generated) |
Then in PostSheet, you build a proposal template like:
Proposal for {{Client Name}}
Project: {{Project Name}}
Start Date: {{Start Date}}
Timeline: {{Timeline}}
Investment: {{Price}}
Scope of Work:
{{Scope}}
Let’s make it official — reply to this email or schedule a kickoff call.
This becomes a clean, branded PDF — created in seconds — with no manual formatting needed.
📬 Want to Send It With an Email?
You can add an email message like:
Hi {{Client Name}},
Attached is your proposal for the {{Project Name}}. Let me know if you have any questions — or if you’re ready to kick things off.
Excited to work together!
– [Your Name]
Boom. Proposal and message, fully personalized, in one click.
🆚 PostSheet vs. Basic Proposal Tools
| Feature | Proposal Tools | PostSheet |
| Fully personalized per client | ⚠️ With limitations | ✅ Yes, every section |
| Dynamic PDF generation | ✅ Yes | ✅ Yes |
| Built-in email send | ⚠️ Sometimes | ✅ Yes |
| Easy preview per recipient | ⚠️ Limited | ✅ Always |
| Send in batches | ❌ Not ideal | ✅ Perfect for this |
| No-code setup | ⚠️ Sort of | ✅ Absolutely |
| Cost | 💸 Monthly fees | 🆓 Free or low-cost (PostSheet) |
Unless you need live e-signatures or real-time editing, PostSheet does everything most teams need — faster, cheaper, and more flexibly.
🔁 Bonus: Use the Same Template for Quotes, Contracts, or Scope Docs
PostSheet isn’t just for proposals.
Swap a few words, and you can use the same setup for:
- Quotes
- Invoices
- Contracts
- Welcome packets
- Service outlines
- Renewal letters
Your spreadsheet powers the content. PostSheet handles the formatting and delivery.
🧠 Tips for Pro-Level Proposals
- 💼 Add your logo and brand colors to the template
- 🧮 Use Google Sheets formulas to calculate totals or discounts
- 📂 Use a file naming convention like Proposal-{{Client Name}}.pdf
- ✨ Include a final page with optional add-ons or upgrades
- 🗓️ Schedule proposal emails to land at ideal times
✅ Final Thoughts: Proposals Shouldn’t Be a Process
If you’ve got to send proposals regularly — and they all follow a similar structure — there’s no reason to rebuild them every time.
PostSheet helps you go from spreadsheet row to polished proposal in seconds — with emails that feel personal and PDFs that feel premium.
Try it today →
Generate your next proposal with PostSheet
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