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.

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Proposal creation time

−72%

Win rate

+18%

Pricing errors

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.

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.

Book a call →

Same category.

Sales & Lead Gen

AI SDR

A 24/7 chat agent that qualifies inbound leads and books meetings into your calendar.

2–3 weeks

Sales & Lead Gen

AI Lead Scorer

Every inbound lead scored, tiered and routed by AI — with written reasoning your sales team can act on.

1–2 weeks

Sales & Lead Gen

Sales Call Coach

Transcribe every sales call, surface objections and competitor mentions, and ship weekly coaching to each rep.

1 week

Want this in your workflow?

Talk to us about your version.

Start a project

← All automations

Sales & Lead Gen·2–6 weeks·3 weeks

Proposal & Quote Generator

Book a call Browse 50 automations

Proposal creation time

−72%

Win rate

+18%

Pricing errors

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.

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.

Book a call →

Same category.

Sales & Lead Gen

AI SDR

A 24/7 chat agent that qualifies inbound leads and books meetings into your calendar.

2–3 weeks

Sales & Lead Gen

AI Lead Scorer

Every inbound lead scored, tiered and routed by AI — with written reasoning your sales team can act on.

1–2 weeks

Sales & Lead Gen

Sales Call Coach

Transcribe every sales call, surface objections and competitor mentions, and ship weekly coaching to each rep.

1 week

Want this in your workflow?

Talk to us about your version.

Start a project