One-click proposals. Branded output. Faster deal cycles.

Generate proposals in seconds from any Opportunity. Lock your brand into every template. Build QBR decks from live pipeline data. Automate the paperwork so your reps can sell.

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Before and after NimeDocs

See how NimeDocs gives your reps hours back every week and keeps every document on-brand.

Before NimeDocs
Reps spend hours copying data into proposal templates -- every deal, every time
Inconsistent branding -- outdated logos, wrong fonts, off-brand colors across the team
QBR decks assembled manually from screenshots and stale data exports
Documents scattered across email, local drives, and Slack -- no single source of truth
After NimeDocs
One-click generation from any Opportunity -- account, contacts, line items, and custom fields pulled automatically
Brand-locked templates with 10 table styles -- every document matches your brand guidelines
NiimePresent builds QBR decks from live Salesforce data with 14 chart types and 20+ themes
Every document attached to the Salesforce record automatically -- centralized, searchable, auditable

Branded proposals, generated in seconds

Your reps click one button. NimeDocs pulls Opportunity, Account, and Line Item data into a polished document.

One-click proposal generation from Salesforce opportunity

Top features for Sales Leaders

Tools that accelerate deal velocity, enforce brand consistency, and eliminate manual document work.

One-Click Generation from Any Record

Generate proposals, quotes, SOWs, and welcome packets directly from Opportunity, Account, or any custom object. WIRE() and RECORD() pull related data automatically -- contacts, line items, pricing, custom fields -- into polished DOCX, PPTX, or PDF output.

Brand-Locked Templates with 10 Table Styles

Lock fonts, colors, logos, and layouts into templates your reps cannot accidentally break. Choose from 10 pre-built table styles for line items and pricing. Every proposal looks like it came from marketing, not a rushed AE.

NiimePresent for QBR and Proposal Decks

Build presentation templates with 20+ professional themes, smart alignment guides, and gradient fills on a Fabric.js canvas. Insert live Salesforce data with WIRE() -- pipeline charts, revenue trends, deal summaries -- all rendered with 14 chart types including Bar, Pie, Waterfall, Funnel, and Combo.

WIRE() for Real-Time Pipeline Data in Decks

WIRE() queries live Salesforce data at generation time -- no stale exports, no manual data entry. Build pipeline review decks, forecast summaries, and territory reports that reflect the current state of your CRM the moment you click Generate.

Auto-Generate Welcome Packets on Closed Won

Set up a process that triggers on Stage change to Closed Won: GenerateDoc creates the welcome packet, AttachFile links it to the Account, Email sends it to the contact, and Chatter notifies the onboarding team. Zero manual steps, every time.

Get your team generating in 4 steps

From template to sent proposal in minutes, not days.

Choose a template

Select from pre-built proposal, quote, or SOW templates -- or have your admin create custom ones matching your brand guidelines and deal structure.

Click Generate

Open any Opportunity, click Generate, and NimeDocs pulls account details, contacts, line items, and custom fields into a polished document in seconds.

Review and customize

Preview the output before sending. Make any last-minute adjustments. Output to PDF, DOCX, PPTX, or XLSX -- whichever your prospect prefers.

Send and track

Email directly from Salesforce or download and attach. The document is automatically linked to the record for full deal history and audit trail.

Ready to accelerate your deal cycles?

One-click proposals. Brand-locked templates. Live data presentations. Install in 10 minutes -- no developer needed.

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