How to Use PostSheet to Generate and Send Sales Quotes or Proposals at Scale

If you’re in sales, speed matters.
But so does quality.

You want to send quotes and proposals that are:

✅ Accurate
✅ Branded
✅ Personalized
✅ On time

But if you’re stuck duplicating docs or writing the same email 20 different ways… it’s a bottleneck.

With Google Sheets + PostSheet, you can generate and send custom sales quotes or proposals in bulk — without losing that polished, personal feel.

Let’s walk through how to do it fast (and do it right).

💼 Why Fast, Personalized Quotes Win More Deals

Here’s what prospects love:

✅ Getting pricing info quickly
✅ Clear breakdowns with no fluff
✅ A message that feels like it was written just for them
✅ A link they can forward or approve easily

And here’s what reps love:

✅ Saving time
✅ Reducing manual errors
✅ Looking buttoned-up and consistent

PostSheet gives you all of that — in one workflow.

📋 Step 1: Set Up Your Sales Quote Sheet in Google Sheets

Track each deal and what should go in their quote:

NameEmailCompanyPackage NamePrice EstimateProposal LinkSales RepCustom Note
Jamie Wongjamie@email.comAcme Co.Growth Plan$2,500/monthlink.com/quote-jamieTaylor BrooksConsidering annual upgrade
Alex Riveraalex@email.comBolt StudioStarter Bundle$899/monthlink.com/quote-alexJordan LeeWants Slack integration

Optional: stage, close date, region, industry, product focus

📝 Step 2: Build a Quote or Proposal Template (PDF, Google Doc, or Link)

This can be a clean, branded document that pulls in:

  • Client name/company
  • Package or plan details
  • Pricing breakdown
  • Proposal summary
  • Rep contact info
  • Optional expiration or terms

You can generate these as dynamic PDFs with PostSheet — or link to a customized proposal page.

✉️ Step 3: Create a Sales Email Template in PostSheet

Here’s a polished follow-up message to go with your quote:

yaml

Copy

Subject: Proposal for {{Company}} – {{Package Name}}

Hi {{Name}},

Great talking with you! Based on our conversation, here’s a quick summary of our **{{Package Name}}** offer for {{Company}}:

💼 Estimated: {{Price Estimate}}  

📄 View your custom quote: {{Proposal Link}}

{{#Custom Note}}  

P.S. {{Custom Note}}  

{{/Custom Note}}

Let me know if you’d like to hop on a quick call to review it together or adjust anything.

Looking forward to hearing your thoughts.

– {{Sales Rep}}

Make it crisp, clear, and easy to respond to.

🚀 Step 4: Filter and Send Proposals with PostSheet

Once your sheet and templates are ready:

  1. Filter by stage (e.g., “Proposal Sent = No”)
  2. Connect to PostSheet
  3. Map all fields: {{Company}}, {{Package Name}}, {{Proposal Link}}, etc.
  4. Preview your messages — adjust for VIPs or big deals
  5. Send in bulk or schedule for timed delivery

Then update your sheet with a “Proposal Sent = Yes” column for tracking.

🔁 Bonus: Build a Follow-Up Flow

Use your same sheet to send:

  • ⏰ Follow-up if no reply in 3–5 days
  • 🛠️ “Any questions or changes needed?”
  • 📝 “Here’s a version with your requested changes”
  • 📅 “Want to book time to finalize?”

Just filter by last sent date or status, and go again.

🧠 Smart Use Cases for Quote + Proposal Delivery

  • 🧑‍💻 SaaS pricing plans or onboarding packages
  • 📦 Ecomm or custom bundle quotes
  • 🧑‍🏫 Coaching or consulting offers
  • 🧾 Project or retainer-based service estimates
  • 🧠 Education or training cohorts
  • 🧑‍🤝‍🧑 Agency or freelancer proposals

Wherever there’s a deal to close — PostSheet helps you deliver the docs faster.

✅ Why PostSheet Makes Quote Delivery Easy (and Excellent)

ProblemPostSheet Solution
Manually writing sales emails✅ Personalized bulk-send with merge fields
Rebuilding docs from scratch✅ Dynamic templates + document links
Forgetting follow-ups✅ Track status in your sheet
Proposals lack consistency✅ Branded templates for every deal
Takes too long to respond✅ Send 10+ quotes in minutes

Speed wins — but only when it still feels personal.

💬 Final Thoughts: Quotes That Close, at Scale

Sales is about momentum.
With PostSheet, you can send fast, clean, personalized quotes and proposals — and keep your deals moving forward without all the manual work.

Try it free →
Send your next proposal with PostSheet

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