Cobl for SaaS sales teams
In enterprise, the real competitor is "no decision". Cobl keeps the pace between two meetings: the next step is ready, and you spend your time selling, not writing.



The Problem
The call went well. Then nothing for ten days: the recap never went out, the proposal is "in progress", the champion had other priorities. At pipeline review, the deal is still in "proposal" and the close date moved back a month. Again.
Discovery recap, proposal, business case, deck for the committee, security questionnaire, mutual action plan. Every enterprise deal needs about ten deliverables. Each one takes half a day. That is time that does not go into calls, prospecting, or the other deals in your pipe.
Your champion has to convince their CFO, their CISO, their COO. You are not in the room. If they go in with your generic slides, they lose. If they wait for your custom business case, they lose time. Either way, the deal stops.
Last weeks of the quarter, verbal yes in hand. Then 150 security questions, a DPA to review, a vendor form to fill in. You already answered all of that on another account. The deal slips to next quarter because of documents you already wrote.
Same product, same ICP: one rep sends a proposal that uses the prospect's own words, another sends a pricing page. Win rate varies twofold inside the same team. The manager sees it at forecast, too late to fix.
How it works
A deal has a tempo: discovery, demo, proposal, committee, procurement, signature. At every step, what the prospect expects is ready before they ask.

Cobl reads the transcript and the CRM. Pain points, decision makers, criteria, timing, next step: the recap goes to the champion that evening, in their words. The deal does not cool down while you are on a call with the next account.

What the prospect said, what their goal is, what doing nothing costs them. The proposal and the business case are written for this account, from your won deals on comparable accounts. The prospect recognizes themselves on page one.

Committee deck, ROI framed for the CFO, answers to the CISO's objections, mutual action plan through to signature. Everything is ready before the internal meeting you are not invited to. The deal moves even when you are not there.

Security questionnaire, DPA, vendor form: Cobl answers from what you already validated on other accounts. The manager reviews, you send within 24 hours. What used to take two weeks and a ping to the CISO is done within the week.
Open: strict deadlines, several teams on the same deal, one standard.
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“We needed to produce within short deadlines, with as little human intervention as possible and focus on value. We did not want to involve development or AI experts. The solution appealed to us because it is no-code: anyone can use it.”
500%+
ROI
2x
more responses, same team
0
developers needed
Everything you need to know about partnering with Cobl
No. Eligibility stays in your network tools, pricing in your configurator. Cobl uses the results (technology, bandwidth, lead time, price per site) in the proposal when you give them to it.
Each team reviews its part in the same document. The account lead validates the whole. No merging of Word files, no "final v7".
Yes. That is the Free Pro use case: a complete response goes from several days to two hours. The volume is absorbed by the shared base, not by extra hours.
Yes. You drop in the site list and the requirements. The proposal is structured site by site and service by service, and picks up the needs of each site.
Offer sheets, SLAs, repair times and terms live in the base in one version. When they change, every new proposal uses the current version. Old proposals stay archived as they were.
Most teams are generating real proposals within their first session. Onboarding is built around your existing content, upload what you already have, and Cobl starts working from it immediately. No long implementation and no long IT project.
Cobl generates from a shared, validated content base, so every contributor draws from the same source. Tone, structure, and technical depth stay consistent across the whole document regardless of how many people are involved. The output reflects the firm's standard, not whoever happened to write that section this week.
Cobl offers private cloud and on-premise deployment for teams with strict data requirements. Your content stays within your infrastructure.
Yes, that's the core of how it works. You upload your past proposals, security questionnaire answers, service descriptions, and reference cases. Cobl builds a knowledge base from them and draws on it for every new response. Your best work compounds across every proposal instead of being rebuilt every time.
Our IT services customers go from two or three weeks to less than a week on a complete response. The gain comes from the writing and the assembly, not from the response strategy, which stays with your teams.
Yes. Registration questionnaires and framework agreement responses use the same base. What was validated once is reused for every new lot or call-off.
Each section is reviewed by its contributor (pre-sales, architect, legal, CISO). The bid manager tracks progress and validates the whole. The document stays one document, with one voice.
Yes. Private base per company, no model training on your data, rights per project. The Security page details the commitments.
Yes. You drop in the grid (Word, Excel, PDF), Cobl fills in each point from your base. Compliance matrix, CVs in the imposed format and annexes follow the same template.
Yes. Cobl picks up the qualification fields from your CRM and the structure of your won deals. If your process calls for a mutual action plan or a business case, it produces it in that format.
Yes. Manager validation before anything goes out, if you want it. Quality stays at the team's standard, whichever rep wrote it.
Most RFP content is 60–80% reusable across bids. Cobl retrieves your best past answers, adapts them to the new bid's context and required structure, and assembles all the documents needed for the response.
Generic AI tools often generate text without knowing your deal, your past wins, or your pricing rules. Cobl is proposal management SaaS built from your business content, so the output is a sendable, on-brand document, not a draft to rebuild.
You paste the transcript (Gong, Modjo, Fireflies, Teams) or your notes. Cobl pulls out the decision makers, the pain points, the criteria and the deadlines, and reuses them in every deliverable.
Yes. Cobl is built for the rep who runs 15 deals at once, not for a response team. You paste a transcript, you get the recap, the proposal or the business case. The rest of your day stays yours.
Yes, Cobl integrates with many CRM platforms, including HubSpot and Salesforce. Sign up to our platform to discover all of our CRM integrations.
Yes. SaaS deals involve sales, presales, and management, and Cobl is built for that workflow: contributors work on their sections, and managers review and validate before anything goes out, so quality stays consistent no matter who drafted it. You can also invite as many teammates to your workspace on our Pro plan.
No. The deal stays managed in HubSpot or Salesforce. Cobl reads the CRM and produces what the deal has to send at every step.
On Cobl's free plan, you get around 5 documents free per month, no credit card required, enough to run Cobl on real deals in your pipeline.
SaaS proposal software generates and manages the documents that carry a software deal - sales proposals, RFP responses, and decks, pulling context from your CRM, reusing content from past wins, and producing branded, account-specific output. Cobl goes further: it builds each document from your actual deal data.
Yes. That is the target. The project lead or the owner drops in the RFP pack, reviews the proposal, exports. No response team to build, no technical profile to hire.
No. The price schedule and the cost study stay in your tools. Cobl writes the documents and uses your figures in the proposal when you give them to it.
Yes. Rules, contract terms, technical specs, price schedules, DC1, DC2, DC4 forms, DUME, certificates. Cobl reads the RFP pack and prepares the response documents, in the framework imposed by the client.
Yes. Your base is private, your documents are not used to train any model, and access is limited to your users. The Security page details the commitments.
Same thing. You drop in the client's form or questionnaire, Cobl fills it in from your base. Answers already validated on another RFP are reused.
Cobl builds construction RFP responses and proposals while connecting directly to your CRM, so client details, contacts, and deal context flow into every document automatically. Instead of copy-pasting company names and project references from a spreadsheet, your response pulls the right client information from the systems you already use, reducing errors on the administrative forms where a wrong detail can disqualify a bid.
An RFP (request for proposal) in construction is a formal document a client or public body issues to invite contractors to bid on a project, detailing the scope, technical requirements, timeline, and evaluation criteria. Most construction RFPs require a technical brief, pricing documents, and administrative forms. Responding well means proving both technical capability and reliability, which is why RFP responses are among the most time-consuming documents construction teams produce.
Cobl pulls data from your past documents, CRM, and uploaded files into construction quotes and proposals, and exports to Word, PowerPoint, or PDF depending on what the RFP requires. RFPs rarely accept a single format. You might need a PDF technical brief, Word-based supplier approval forms, and an editable pricing annex. A platform that reads and outputs multiple formats saves the reformatting hours that usually happen the night before a deadline.
Cobl offers 3 plans: Free, Pro, and Enterprise. The Free plan lets you sign up instantly with no credit card required and gives you a month with up to 1,500 credits, enough to test Cobl on a real RFP response before committing. The Pro plan scales with your volume, from 200 to 20,000 credits a month, suited to teams responding to RFPs regularly. For construction firms handling bids at volume or needing custom setup, the Enterprise plan is tailored to your workflow. Book a call with our team to discuss your needs.
Yes, provided the AI platform is built with security and data control at its core, which is exactly how Cobl is designed. On the efficiency side, the gains are real: teams cut technical brief drafting from days to hours because most of any RFP response already exists in past bids. On the security side, Cobl protects your data with AES-256 encryption at rest, TLS 1.2+ in transit, and 24/7 monitoring with automated alerts. Your documents are never used to train AI models, no fine-tuning, no data reuse, no hidden training, and Cobl only selects LLM providers that commit to no training or fine-tuning on your inputs. For construction firms handling confidential project data, Cobl also offers flexible deployment in sovereign, private, or on-premise clouds, including hosting directly in your own AWS or Azure tenant or running fully inside your infrastructure with no internet connection required. AI does the assembly; your experts keep control of validation and final review.
To write a construction proposal, structure it in six parts: project understanding, technical approach, team and references, timeline, pricing, and compliance documents. Start by restating the client's requirements in their own terms, evaluators score relevance, not length. Then detail your methodology, safety measures, and comparable past projects. The fastest way to do this consistently is to reuse validated content from previous winning bids rather than writing from scratch: most of a strong proposal already exists in responses you've written before.
You give the days and the daily rates, Cobl builds the budget by phase and by profile in the proposal. The pricing rule stays yours.
Yes. Private base per firm, no model training on your data, rights per user. The Security page details the commitments.
Yes. You upload your templates and your approaches by type of engagement. Cobl uses them, with your tone and your brand. The document comes out as a proposal from your firm, not as a template.
You paste the meeting notes, the transcript or the email. Cobl pulls out the stakes, the client's words and the scope, and uses them in the understanding of the context and the approach.
Yes. The target is the firm where partners still write the proposals. A manager runs the generation, the partner reviews. No pre-sales team to build.
You get around 5 proposals free per month, with no credit card required. That's enough to generate real proposals for real engagements and see whether the quality improvement is there.
Yes. Cobl offers private cloud and on-premise deployment for firms with strict confidentiality or data sovereignty requirements, so your client data stays inside your own infrastructure
Cobl generates proposals that are more complete, more client-specific, and better structured than what most consulting firms produce manually or with generic AI tools. In complex deals, buyers score on exactly those criteria, so a stronger proposal scores higher and improves your win rate on competitive engagements.
Yes. Mid-sized and larger firms use Cobl to standardize proposal quality across all consultants, so every submission reflects the same standard regardless of who creates it. You can upload shared brand guidelines, methodology frameworks, and past winning proposals as a firm-wide knowledge base.
The best proposal software for consultants generates client-specific proposals from your actual discovery context, not generic templates. Cobl builds each proposal from your call transcripts, client brief, and methodology, so it reads like you built it specifically for that client. Most consultants send their first proposal for consulting services the same day they sign up.
Most sample proposals for consulting services are too generic to use: wrong structure, wrong scope, wrong tone for your specific client. Cobl generates a proposal for consulting services from your own discovery call, so what you get is already specific, branded, and ready to send, not a sample to heavily edit.
ChatGPT gives you text that needs significant rework to become a sendable document. Gamma gives you generic slides. Cobl generates a complete, structured, branded proposal, built from your specific client context, that's ready to send without copy-pasting or reformatting. The output quality is the difference.
Cobl runs your deals with full context: follow-ups, proposals, entire RFP responses, at the right moment.