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Discover how you can run your deals on Cobl, by use-case, industry or role.

Cobl for SaaS sales teams

Keep every deal moving until it closes.

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.

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Trusted by 1700+ teams to close more deals
Vinci Energies, Orano, Econocom, Ayming, Paragon, Randstad, Free, Adista, Alcatel-Lucent

The Problem

Why enterprise deals slip

The deal dies between two calls, not during one.

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.

You sell 30% of the time. The rest, you produce.

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 cannot sell for you without ammunition.

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.

Procurement and security always show up at the worst time.

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.

Every AE has their own standard. The forecast pays for it.

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

Keep the pace, from first call to signature

A deal has a tempo: discovery, demo, proposal, committee, procurement, signature. At every step, what the prospect expects is ready before they ask.

The call ends, the recap goes out the same day

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.

The proposal picks up the conversation, not a template

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.

Your champion has what they need to sell internally

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.

Procurement no longer blocks the end of the quarter

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.

Twice as many responses, same team

Open: strict deadlines, several teams on the same deal, one standard.

“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.”

Pascal Mathieu

Thierry Wawrzyniak

Engagement Executive

500%+

ROI

2x

more responses, same team

0

developers needed

See the Story

FAQ

Everything you need to know about partnering with Cobl

Four teams on the same document, how does that work?

Each team reviews its part in the same document. The account lead validates the whole. No merging of Word files, no "final v7".

Does Cobl do the eligibility check or the pricing?

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.

How do SLAs, repair times and price lists stay up to date?

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.

Does Cobl handle a multi-site RFP?

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.

Our account managers handle dozens of RFPs. Can it take the volume?

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.

How quickly can the team get up and running?

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.

Does Cobl meet our data security and sovereignty requirements?

Cobl offers private cloud and on-premise deployment for teams with strict data requirements. Your content stays within your infrastructure.

How do we keep quality consistent when proposals come from multiple contributors?

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.

Can Cobl reuse our existing technical answers and case studies?

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.

Does it also work for framework agreements and vendor registrations?

Yes. Registration questionnaires and framework agreement responses use the same base. What was validated once is reused for every new lot or call-off.

Are our security answers and client references protected?

Yes. Private base per company, no model training on your data, rights per project. The Security page details the commitments.

How do you manage several contributors on one response?

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.

Does Cobl answer in the grid imposed by the buyer?

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.

How many pre-sales days does Cobl save per response?

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.

Does it replace the CRM?

No. The deal stays managed in HubSpot or Salesforce. Cobl reads the CRM and produces what the deal has to send at every step.

Can my manager review before sending?

Yes. Manager validation before anything goes out, if you want it. Quality stays at the team's standard, whichever rep wrote it.

How does Cobl know what was said on the call?

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.

Does it work with our sales process (MEDDIC, Challenger, other)?

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.

I am an AE, not a bid manager. Is this for me?

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.

What does Cobl cost? Is there a free plan?

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.

How is Cobl different from generic AI tools?

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.

Can multiple people work on the same document?

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.

How does Cobl handle RFP responses?

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.

Does Cobl integrate with our CRM?

Yes, Cobl integrates with many CRM platforms, including HubSpot and Salesforce. Sign up to our platform to discover all of our CRM integrations.

What is SaaS proposal software?

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.

Do our proposals and references stay with us?

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.

Does Cobl do the pricing?

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.

What about private RFPs and the forms from major contractors?

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.

Does Cobl know the documents of a public RFP?

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.

We are 25 people, with no bid manager. Is this for us?

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.

How much does Cobl cost? What plans are available?

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.

Is it safe and efficient to use AI for complex construction project documentation?

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.

How do you write a construction proposal?

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.

What's the best platform for pulling data into construction quotes with flexible file formats?

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.

Which software helps build construction project responses while linking to existing contact lists?

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.

What is an RFP in construction?

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.

Do our proposals and client references stay confidential?

Yes. Private base per firm, no model training on your data, rights per user. The Security page details the commitments.

What about pricing?

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.

How does Cobl know what the client said?

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.

Does the proposal follow our methodology?

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.

We are a 15-person firm. Is this for us?

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.

How is Cobl different from ChatGPT or Gamma for proposals?

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.

What does Cobl cost? Is there a free plan?

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.

Does Cobl work for mid-sized and larger consulting firms?

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.

Is our client data secure?

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

Where can I find a sample proposal for consulting services?

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.

What is the best proposal software for consultants?

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.

How does Cobl help consultants win more deals?

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.

Every deal deserves the right move. Make it.

Cobl runs your deals with full context: follow-ups, proposals, entire RFP responses, at the right moment.

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