Create winning proposals faster
Transform your Salesforce data into branded proposals and send them instantly using triggers
2026 Business Proposal Template
Proposed next steps
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AutoScaled
Automate presentations from
Salesforce data
Turn Salesforce data into personalised decks automatically. Every deal & client. Built for sales teams. Start free.
Trusted by more than 500 sales teamsTrusted by more than 500 sales teams of all sizes
4.8 rating
430K+ presentations generated
Save 10+ hours per week on presentations
Your team spends hours pulling Salesforce data into slides for every deal.
AutoScaled does it in seconds, automatically.
10+ hours on presentation work
Automated generation in seconds
10+ hours saved per week
Manual data copy-pasting
Direct Salesforce sync
Instant updates no delays
Time away from clients
Focus on selling, not slides
100% time with clients
How content generation from
Salesforce works
Programmatic content creation that scales with your team. No code required, no manual rebuilds.Programmatic content creation that scales with your team
No code required, no manual rebuilds
Start saving hours
Start your 14-day Pro Trial • 5 min setup
No credit card requiredStart your 14-day Pro trial today • 5 min setup • No credit card required • Cancel anytime
Sync the right Salesforce data to create presentations in minutes
Filter objects, records and fields to sync only what you need
Connect your account
Connect using OAuth 2.0 for secure, revocable access. No passwords stored, and you can disconnect at any time.
Encrypted connection via OAuth
Salesforce access policies apply to users
Salesforce
CRM Integration
Filter records
Sync only the records you need. Filter by status, date ranges, custom fields, or any criteria relevant to your workflow.
Real-time sync
No data is stored
Filter 1
CreatedCreated date
Before
03/07/2026
Select fields
Select which Salesforce fields to include in presentations. Pull only the data you need, keeping content focused.
Custom field mapping
Includes object relationships
Select fields
3Company
Industry
First Name
Map fields from Salesforce with placeholders in your template
Bridge the gap between data and design.
Map Salesforce fields
Use Autoscaled to bridge the gap between your CRM and your slides. Simply map your Salesforce fields to your template placeholders directly in the application.
One-to-one field mapping
Automatic data validation
1 of 1 found
Salesforce field
Placeholder
Found
Company
Ex: ACME{{Company}}
Salesforce field
Company
Sample: ACMEPlaceholder
{{Company}}Customize formatting and settings
Customize how to handle currencies, dates and other data types. Decide on formatting such as text size and alignment. Exclude placeholders for specific workflows.
Set settings globally, refine locally
Configure once, automate forever
Salesforce field
Placeholder
Found
Company
Ex: ACME{{Company}}
Salesforce field
Company
ACMEPlaceholder
{{Company}}
Found
Settings
Data types
Map text, numbers, dates, images, and more from Salesforce
Field
How
Description
Example
Text
{{placeholder}}
Handles string and text fields
"Sample"
Number
{{placeholder}}
Automatically handles numeric values
12345
Date
{{placeholder}}
Detects and formats date values
2024-01-15
Currency
{{placeholder}}
Identifies currency fields automatically
$1,234.56
Picklist
{{placeholder}}
Handles picklist and dropdown field values
"Option 1"
Decimal
{{placeholder}}
Handles decimal and floating-point numeric values
123.45
URL
{{placeholder}}
Automatically converts URLs to clickable links
https://example.com
Percentages
{{placeholder}}
Identifies and formats percentage values
45.6%
Boolean
{{placeholder}}
Handles boolean true/false values
true / false
Email
{{placeholder}}
Converts email addresses to mailto links
user@example.com
Phone
{{placeholder}}
Converts phone numbers to tel links
+1 (555) 123-4567
Image
Alt description placeholder
Embeds images from URLs in your template
https://example.com/image.jpg
Video
Alt description placeholder
Embeds videos from URLs in your template
https://example.com/video.mp4
Design templates for your Salesforce data
Design presentations in Google Slides with your own branding and layout.
Add {{placeholders}}{{ placeholders }} where you want dynamic Salesforce data to appear.
No design constraints
Reuse templates across workflows
Ensure brand consistency
Create Your Template
Create your presentation in Google Slides using your own branding and layout. No generic designs.
FileEditViewInsertFormatSlide
Logo
Achieve YoY growth in
by following these simple steps.
60%
10%
Action Items for
- Adopt feature 01
- Adopt feature 02
- Adopt feature 03
Add Placeholders
Insert {{ placeholder_name }} anywhere you want Salesforce data to appear. It's that simple.
FileEditViewInsertFormatSlide
Logo
Achieve YoY growth in
by following these simple steps.
60%
10%
Action Items for
- Adopt feature 01
- Adopt feature 02
- Adopt feature 03
Try the placeholder system
Type a Salesforce field name to see which placeholder to put in your template
Use only letters, numbers, spaces and underscores
Your placeholder will appear here...
Choose when to generate presentations
Run workflows on-demand, trigger them when Salesforce data changes, or schedule them to run automatically
Save workflows for reuse
Create and save workflows to use them again later
e.g., "Lead workflow for new business"
Save workflows for reuse
Create and save workflows to use them again later
e.g., "Lead workflow for new business"
Run manually
Generate presentations whenever you need them
e.g., Generate a deck for Client #12345
Trigger automatically
Automatically run when Salesforce data changes
e.g., When Opportunity stage changes to "Proposal"
Schedule at set times
Set up recurring schedules for regular generation
e.g., Every Saturday at 9 AM for weekly reports
Trigger conditions
Opportunity stage
Equals
Proposal
Manage and share your presentations
Organize your presentations, export to your preferred format, and share directly with clients or team members
Manage presentations
Organize and manage your presentations in one place with ease
Manage presentations
Organize and manage your presentations in one place with ease
Export to your format
Export presentations to PowerPoint, Google Slides, or PDF.
Share and measure impact
Share proposals directly and track engagement metrics
What you can build with Salesforce data
Connect your CRM and build automated presentation workflows that scale from sales enablement to business reviews, reporting, and beyond—boosting your team's productivity.
Phase I
Phase II
Create winning proposals faster
Transform your Salesforce data into branded proposals and send them instantly using triggers
2026 Business Proposal Template
Proposed next steps
1{{step 1}}
2{{step 2}}
3{{step 3}}
4{{step 4}}
5{{step 5}}
6{{step 6}}
7{{step 7}}
8{{step 8}}
9{{step 9}}
Built for teams across every industry
From SaaS to real estate—sales teams in every sector automate presentations from their Salesforce data
Security & compliance for Salesforce
Keep your data where it belongs: in your systems. AutoScaled automates presentations with zero storage, secure authentication, scoped access, and encrypted processing.
CCPA
AWS
GDPR
Choose your plan
Usage-based pricing that grows with you. From first pitch to enterprise scale. Start free today.
Plus
Built for single teams
$19/user
Per user/month, billed annually
- Everything in Free
- Up to 3 seats
- 150 presentations/month
- Unlimited workflows
- Smart triggers & scheduling
- Data field handling
- CRM data sources
- Shareable landing pages
- Remove watermark
Most popular
Most popularPro
For growing, multi-team orgs
$49/user
Per user/month, billed annually
- Everything in Plus
- Unlimited seats
- 500 presentations/month
- Smart conditional insights
- Monthly shared credit pool
- User roles & activity log
- Priority Support
Enterprise
For large organizations
Custom
Billed annually
- Everything in Pro
- Unlimited presentations
- SSO & SAML authentication
- Custom contracts
- SLA agreement
- Invoice payments
- Dedicated account manager
Frequently Asked Questions
Everything you need to know about the Salesforce integration
How long does it take to set up?
Do you store my data?
Can I customize field mappings?
What happens if my API connection breaks?
Is there a limit to presentations I can generate?
Can I sync custom Salesforce objects?
Do you support Salesforce Sandbox accounts?
What Salesforce permissions do I need?
What types of filters can I use to select the right records?
What changes can trigger presentations?
Does this work with Salesforce Classic and Lightning?
Start automating presentations
from your Salesforce data
Free plan available. Upgrade only when you're ready. Start automating now.
A sales team in London generated 50 Q3 decks
Automate your content
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