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Sales · Revenue ops

AI sales proposal generator built on your existing Word template.

Stop copy-pasting deal data into Word. Connect DocExport to Claude, ask it to draft the proposal for any opportunity, and get a signed PDF download URL back in seconds — using the same legal-approved layout your team already ships.

For: Account executives, sales engineers, and revops teams using Claude Desktop or a custom AI sales assistant.

Start free See the workflow

The problem

Sales reps lose 30+ minutes per proposal hunting for the latest deal value, line items, and contract terms — then re-formatting them into a Word file the legal team has already blessed. The bottleneck is rarely writing the proposal; it's wiring CRM data into a branded document without breaking the template.

How DocExport solves it

DocExport hosts your existing proposal .docx as a Claude-callable MCP tool. Pair it with your CRM's MCP server and Claude can pull the opportunity, fill the placeholders, run a preview to check for missing fields, and return a signed PDF download URL — all without leaving the chat. The template stays in Word, where legal can edit it anytime.

The workflow

From .docx to AI-generated document.

1
Upload your proposal template

Drag in Proposal v7.docx with placeholders like {{ClientName}}, {{ContractValue}}, and a {{TableStart:LineItems}} repeating region.

2
Auto-annotate every field

DocExport reads the surrounding prose and writes a description and example value for each placeholder so Claude knows what to pass.

3
Connect Claude + your CRM

Add DocExport to Claude Desktop alongside your CRM MCP. Ask: "Draft the proposal for the latest Acme opportunity." Claude does the rest.

Example

What the prompt looks like.

“Pull the latest opportunity for Acme Corp and draft the Q3 enterprise proposal. Use Steven as the contact, attach the line items from the deal, and email me the PDF.”

Template fields exposed to the agent

{{ClientName}}{{ContactName}}{{ContractValue}}{{StartDate}}{{TableStart:LineItems}}{{PricePerSeat}}{{TotalACV}}{{TableEnd:LineItems}}{{AccountExecutive}}
Why teams choose DocExport for this

Built for the agent on the other side.

✓
Legal-approved layout never drifts

The .docx is the source of truth. Edit it in Word; every future generation picks up the change automatically.

✓
Required-field enforcement

Mark {{ContractValue}} or {{StartDate}} as required and Claude cannot ship a half-filled proposal.

✓
Self-correcting agent

preview_generate returns missing fields and unresolved placeholders so Claude fixes the payload before producing the final PDF.

✓
Works with any CRM

Salesforce, HubSpot, Attio, Pipedrive — anything with an MCP server (or that Claude can read via Zapier) feeds straight into DocExport.

FAQ

Common questions.

Do I have to rebuild my proposal in a new editor?
No. Keep the existing .docx. Tables, fonts, headers, footers, and brand styling all carry over — DocExport renders the same layout.
Can different reps use different proposal templates?
Yes. Upload as many as you like. Claude calls list_templates, picks the right one based on description, and fills it in.
Does Claude see our pricing data?
Only the data you (or your CRM MCP) pass into the generation call. DocExport stores the rendered document and the input JSON in your tenant — nothing is shared cross-account.
Can I export to DOCX instead of PDF?
Yes. Both formats are supported per generation request — useful when sales ops wants to redline before sending.
Related use cases

More ways teams generate documents with Claude.

Try DocExport free.

25 documents / month on the free tier. No credit card. Connect Claude in under 10 minutes.

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