Why Use Our Proposal Automation?

• Create Custom Proposals Faster – Generate polished proposals instantly.

• Eliminate Errors – No spelling mistakes or human miscalculations.

• Consistent Branding – Maintain a professional, on-brand design.

• Automatic Price Calculation – Ensure accurate and dynamic pricing.

• Speedy Delivery – Send proposals immediately after a sales meeting or call.

• Perfect Brand Voice – AI-generated content aligns with your messaging.

How It Works

1. Input Proposal Details – Sales reps enter necessary details in a simple, business-tailored form.

2. AI-Enhanced Content – AI refines the text based on trained brand guidelines.

3. Professional Proposal Generation – A beautifully pre-designed proposal is created, incorporating accurate pricing and branding.

4. Instant Delivery – The proposal is sent directly to the client or made available for internal review.

Add-ons

• CRM Integration – Sync proposals with your CRM for seamless tracking.

• Payment Automation – Link proposals to payment systems for effortless transactions.

• Next-Step Automation – Automate contracts, invoicing, and follow-ups.

Setup Process

1. Sales Process Workshop – Understanding key inputs and proposal structures.

2. Custom Template Design – A professional, branded template tailored for your business.

3. AI Training – Fine-tuning AI to match your brand voice and product/service details.

4. Testing Phase – Ensuring flawless proposal generation.

5. Launch & Optimization – Deploying automation with continuous improvements.

Setup Timeline

• Approx. 2 Weeks – From workshop to ready-to-use automation.

• +2 Weeks – Fine-tuning and optimization for perfection.

Expand Your Workflow

Take automation further by integrating it with:

• CRM systems for streamlined lead management.

• Contract generation to automate legal documentation.

• Payment and invoicing for hassle-free transactions.

• Follow-ups to ensure continuous engagement.