Proposal & Quote Generation
Creating compelling proposals takes hours. Every one starts from scratch, leading to inconsistent messaging and missed revenue opportunities.
How AI Helps
Paste discovery notes and call transcripts to get polished proposals with structured narrative and pricing.
In Knowledge Work
Consultants creating proposals from discovery calls and past similar engagements
Implementation Tiers
Paste discovery notes into AI Chatbot (ChatGPT, Claude) or Microsoft Word with Copilot. Get polished proposal drafts with structured narrative and pricing instantly.
Deploy Proposal Automation Platform (Qwilr, Proposify, PandaDoc) or CRM with AI (HubSpot, Salesforce, Dynamics 365). Auto-pulls client data and suggests pricing based on your deal history.
Build a proposal engine that learns which messaging wins deals and which pricing closes. Trained on your win/loss history—intelligence no generic proposal tool includes.
Problems This Solves
Can't keep up
Respond to opportunities before they go cold
Creating compelling proposals takes days. Opportunities cool off while you're still writing.
Inconsistent quality
Send proposals that read like your A-team wrote them
Proposal quality varies wildly depending on who writes it. Generic templates don't win competitive bids.
Money leaking
Stop missing requirements that disqualify your bids
Incomplete proposals get rejected or questioned. Missing deliverables surface after you've already priced the work.
Ready to implement?
Take our assessment to see how this fits with your other priorities, or book a call to discuss implementation.