SaaS sales teams

Sales proposals & RFP responses that match the conversation and convince.

Every SaaS deal comes down to a document read without you, a sales proposal, an RFP response, a deck for the board. Cobl builds each one from your actual deal - CRM data, call notes, past wins, so it wins the room on its own.

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Trusted by CBTW & Sopra Steria
The problem

Why deal documents are hard to get right

The document doesn't match the conversation.

Three great discovery calls, then the prospect opens the document and it reads like it was written for someone else. Misalignment between what was said and what was sent is the #1 reason strong deals stall.

Your deal lives in five places. The document starts from none of them.

The real workflow: deal created in the CRM, AE opens a template, copy-pastes from past wins buried in Drive, customizes pricing and scope, waits for manager review, sends. Every document means re-hunting the same context across the CRM, old files, and email threads.

60–80% of the content already exists. Finding it is the problem.

Whether it's a proposal or an RFP response, most of the content has been written before, in past bids, security questionnaires, case studies, pricing sheets. The bottleneck isn't writing from scratch. It's retrieving the right past answer and assembling it around this deal.

Quality depends on who wrote it.

A deal document passes through sales, presales, and management before it goes out. Without one standard and a validation step, quality swings from rep to rep, and one weak document in a competitive deal undoes the work of the whole team.

Generic AI generates text. It doesn't know your deal.

ChatGPT doesn't know your past wins, your pricing rules, or what was said on the call. A draft that needs to be entirely rebuilt isn't a head start.
How it works

One deal. Every document. Built to win.

Every problem above comes back to the same thing: the document isn't built from your deal, your past wins, or your standard. Cobl fixes that in four steps.

1

Connect your deal & your tools

Connect your CRM and paste in your call notes or discovery transcript. The context scattered across your CRM, Drive, and email lands in one place, so every document starts from what was actually discussed, not from a blank template.

2

Bring your winning content

Upload your past proposals, RFP responses, case studies, and pricing structures. Cobl indexes what's worked before, so the 60–80% you'd normally hunt for and copy-paste is retrieved and assembled automatically, in your brand and your voice.

3

Generate the document the deal needs

A sales proposal at the decision stage. An RFP response in the buyer's required structure. A deck your champion can present to the board. Each one account-specific - the prospect's situation, your solution mapped to it, scope, timeline, and an ROI narrative framed for the economic buyer.

4

Validate, refine, and send

Review and edit inline; managers validate before anything goes out, so quality stays at your standard no matter who drafted it. Export as PDF or fully editable Word or PowerPoint

What better deal documents actually change

Hear it from CBTW themselves

Consulting

“Cobl stood out because it’s designed for documents that follow an internal grammar: RFPs, technical memos, HR templates, reports. It helps generate complex content while keeping full control at every stage.”

Daoud Chami

Data Science & AI Manager

Portrait of Daoud Chami from CBTW, a Cobl customer.

FAQs

Quick answers to help you get started with cobl

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.

Every proposal and RFP response, built to win.

Every document your deal needs built from the actual deal.

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