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.
- Narrative generation: Structures compelling proposals from bullet points and meeting notes
- Pricing optimization: Suggests pricing based on similar past deals and margin requirements
- Completeness checking: Ensures all client requirements and deliverables are addressed
Pain Points This Solves
Different pains, tailored solutions.
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.
Implementation Tiers
Choose the level that matches your readiness and ambition.
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.
Industry Applications
See how this applies to your sector.
Ready to implement Proposal & Quote Generation?
Take our assessment to see how this fits with your other priorities, or get in touch to discuss implementation.