A proposal draft is assembled in 20–30 minutes from the deal record and the price list, instead of 3–4 hours by hand. Wording and figures are identical across every rep.
Someone copies a previous document and edits it. Old pricing, the wrong client name and stale terms travel forward with it.
The strongest proposals come from two people. Everyone else produces something thinner, and the win rate follows.
The relevant proof exists somewhere in a folder. Under deadline, nobody goes looking, so the proposal argues from adjectives instead of evidence.
A short form, a call transcript or the CRM opportunity is enough to start: what the client needs, the scope discussed, the constraints.
Client details, contacts, history and previously agreed terms come from the CRM rather than from memory.
Scope, approach, timeline and team are drafted in your voice, with the case examples and credentials that actually match the sector and the problem.
Rates, discounts and approval thresholds come from one maintained source. A discount above the line requires the approval it always required — the agent enforces it rather than hoping.
You get a document in your own template, ready for the judgement calls only a person should make. The final send is always yours.
We build in your stack rather than moving you onto ours. The list below is what this solution most often connects to — other systems are a scoping question, not a blocker.
No. It produces a draft in your template and hands it to a person. Sending, negotiating and any final discount stay with your team — this is the part that should not be automated.
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