A Great Proposal. In the Time It Takes to Make Coffee.
SARA Docs generates custom, branded proposals, contracts, and sales documents in minutes from a conversation or discovery call notes. The right document reaches the right person before their interest cools — and SARA tracks it, follows up on it, and alerts you when they're reading it.
From Conversation to Signed
SARA handles every step of your document workflow — generation, personalization, sending, tracking, and follow-up.
Proposals from Discovery Notes
After a discovery call, SARA generates a fully branded proposal in minutes — pulling from your templates, the prospect's details, and your pricing structure.
Branded Template Library
SARA maintains your complete template library — proposals, statements of work, engagement letters, NDAs — updated with your current services and pricing.
Personalization at Scale
Every document is personalized to the specific client, opportunity, and context — not mail-merged boilerplate, but genuinely tailored language.
E-Signature Workflow
SARA sends documents for e-signature, tracks opens and completion, and sends follow-up reminders automatically so nothing stalls in someone's inbox.
Engagement Alerts
SARA notifies you when a prospect is actively reading a proposal — so you can time your follow-up call precisely when their interest is highest.
Version Control & Archive
Every document version is tracked, stored, and searchable — so you always know what was sent, when, and what the client agreed to.
Proposals Sent the Same Day Win More Often.
The data is consistent: proposals sent within hours of a discovery call close at significantly higher rates than those sent days later. SARA makes same-day delivery the default — not the exception.
And because SARA tracks when prospects are actively reading, you're never guessing when to follow up. You follow up when they're engaged — which is when it counts.
Book a Strategy CallPricing
Setup fee waived on 6-month and annual contracts. No contracts required on month-to-month.
Ask SARA Docs Anything
Tell SARA what document you need and watch her draft a branded, personalized version in minutes.
Voice not supported in this browser
Want everything, not just SARA Docs?
Sovereign members get all 12 SARA modules + custom AI development + embedded team + direct founder access + inner-circle benefits across every Crucible Group division. $50,000+/month. Invitation-only.
Call SARA at 1-855-921-2217
Talk to SARA live — ask questions, get a demo, or have her walk you through exactly how this product fits your business. No hold music, no voicemail.
Try the Live Voice DemoEvery hour you spend writing proposals is an hour you're not closing deals.
SARA generates a branded, personalized proposal in under 5 minutes and tracks it until it's signed. Book a call and we'll set up your first template.