Transform Your Proposal Process with AI Automation

In today's fast-paced business environment, the ability to respond quickly to opportunities can make the difference between winning and losing deals.

The Problem with Traditional Proposals

We've all been there. A hot lead comes in, and suddenly your team is scrambling to put together a proposal.

You're digging through old documents, checking pricing structures, and trying to remember which case studies worked best last time. Hours tick by as you customize each section, and by the time you're done, the opportunity is starting to get cold.

Enter AI-Automated Proposal Generation

Imagine transforming this hours-long process into minutes. We take your existing proposals (or help you design new ones) and turn them into a powerful system that generates customized, professional documents for every opportunity.

The system pulls relevant data directly from your CRM, incorporates your past successes, and maintains your brand standards—all while creating a proposal that feels personally crafted for each prospect.

Real Business Impact

For teams regularly creating proposals, this automation transforms their ability to respond to opportunities.

Whether you're dealing with multiple RFPs, creating variations for different services, or managing complex pricing structures, automated proposals ensure you never miss an opportunity due to proposal delays.

Beyond Speed: The Quality Factor

But it's not just about speed. Every proposal maintains your brand standards, can include relevant case studies, and presents pricing in a clear, professional format.

The result? Proposals that not only go out faster but maintain the quality that wins deals.

How it works

Leverage your sales data to do the heavy lifting for you

Use the power of AI and automation to review your call notes, transcripts, and other data stored in your CRM to auto-generate proposals in a structure and tone as if you wrote them yourself.  Send as is, or make minor edits in minutes not hours.

1. Uses Existing CRM Data

The system automatically pulls relevant client and project details from your CRM.

2. Auto-selects Template

Based on the data, the perfect proposal template is selected.

3. Auto-writes Proposal Sections

AI crafts customized content while maintaining your brand voice.

4. You Review & Send

A quick human review ensures perfection before sending to your client.

5. Get more sales

Faster turn-around times and fewer hours spent on writing proposals means that you can focus on getting more sales.
Start automating your proposals!
In less time than it takes to write your next proposal, try a live demo or reach out to us to get started.