Proposal templates
Configuration, integration and implementation are adapted to the company’s real workflow.
Business documents
From opportunity to document without copying everything again.
Goatify can connect customer data, opportunities, services, prices, scope and templates to generate proposals, contracts and pre-invoices with more control.
ProposalsContractsPre-invoices
Business documentsGoatify connects CRM, AI, websites, apps, portals and automation into a business-ready experience.
Visual ecosystem
See how the pieces connect.
The same platform logic can connect visual presentation, CRM data, AI automation and operational workflows.
Capabilities
What this solution can include.
Proposals, contracts and pre-invoices connected to CRM, customer data, opportunities, service scope, templates and follow-up by Goatify.
Contract document flows
Configuration, integration and implementation are adapted to the company’s real workflow.
Pre-invoice and scope data
Configuration, integration and implementation are adapted to the company’s real workflow.
Customer and opportunity merge fields
Configuration, integration and implementation are adapted to the company’s real workflow.
Approval and revision tracking
Configuration, integration and implementation are adapted to the company’s real workflow.
Document storage and follow-up
Configuration, integration and implementation are adapted to the company’s real workflow.
In depth
Documents should come from structured data
When CRM data is clean, proposals and contracts can be generated faster with fewer mistakes.
Customer dataScopePricingTemplate
In depth
Follow-up matters after sending
A document should trigger reminders, status tracking and next actions.
Sent statusRevisionApprovalNext action
Implementation process
Define templates → Track document status
A clear implementation path reduces risk, aligns teams and keeps the project focused on real business outcomes.
Define templates
Each phase is reviewed with clear responsibilities and practical acceptance criteria.
Map required fields
Each phase is reviewed with clear responsibilities and practical acceptance criteria.
Connect CRM data
Each phase is reviewed with clear responsibilities and practical acceptance criteria.
Track document status
Each phase is reviewed with clear responsibilities and practical acceptance criteria.
Best fit for
Built for real business contexts.
Service companiesConsultantsConstructionEducation programsAgenciesB2B sales
Related Goatify solutions
Connect this page with the rest of Goatify.
Frequently asked questions
Answers before implementation.
Can Goatify generate proposals?
Yes. Proposal workflows can use templates and customer/opportunity data.
Can contracts be included?
Contract workflows can be included depending on legal and business requirements.
What is a pre-invoice?
A preliminary billing or quote document based on scope, services and prices.
Can documents be stored?
Yes. Documents can be linked to customer records or projects.
Can it track status?
Yes. Sent, revised, approved or pending status can be part of the workflow.
Explore the Goatify ecosystem
CRM, AI agents, websites, apps, portals, productivity and digital growth in one connected company.
Build the right solution for your company.
Book a working session to define modules, channels, integrations and priorities.