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Sales & Lead Gen·2–6 weeks·3 weeks

Proposal & Quote Generator

Pulls from your CRM, past winning proposals, pricing rules and case library. Generates a first-draft PDF in minutes. Reps finalise instead of writing from scratch — and the proposals stay on-brand without a designer in the loop.

Proposal creation time
−72%
Win rate
+18%
Pricing errors
0
The problem

What this fixes.

  • Proposals take 3–6 hours of selling time

  • Inconsistent quality across reps and regions

  • Pricing errors leak into draft documents

How it works

Three jobs, on rails.

Draft

From CRM + brief

Pulls deal data + scopes the engagement automatically.

Brand

Always on-brand

Templates locked, only allowed fields are editable.

Track

Engagement

Signals when the client opens it.

From signed proposal to live

The path.

01

Drop 5–10 of your best past proposals into the library — that's the style anchor.

02

Codify pricing rules: who gets what discount, what's never discounted, who must approve exceptions.

03

Connect to the CRM so the deal context auto-fills.

04

Reps brief the agent in 2–3 lines; first draft lands in their inbox in under 90 seconds.

A real moment

One scenario, one outcome.

The scenario

A rep types: 'mid-market SaaS, 300 seats, growth tier, 12-month annual, EU hosting required'.

The outcome

A fully formatted PDF arrives in 60 seconds with the right tier, the EU-hosting clause, the relevant 2 case studies, and a signature block.

Engagement

Scoped on a call.

Delivery

3 weeks

Engagement model

Pilot → retainer

Scope confirmed in a 30-minute call. Fixed scope, fixed timeline before you sign. We'll send a one-page proposal within 48 hours.

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