Solution · By problem
Generate the sales proposal in an afternoon, not three days
The meeting went well, and now comes the usual grind: dig up the last client’s proposal, swap the logo, rewrite half the document, and cross your fingers. Three days later you send it — if the client’s still warm. That gets automated, and you feel it in what you close.
The problem
The meeting went well. The proposal lands late and generic.
- Every proposal is built by hand off the last client’s Word file: swap names, cut paragraphs that no longer apply, and pray you didn’t miss one.
- The pitch that works lives in your best rep’s head; everyone writes their own and none of them sound alike.
- Days pass between the meeting and the sent document, and the proposal that arrives late competes against a conversation that’s already gone cold.
- Cases, numbers, and terms are scattered across folders: by the time you find the right one, you’ve already rewritten half the document.
Cost of staying the same
A proposal that takes three days competes cold: the client already compared two others and the momentum from the meeting is gone. It shows up as lost revenue in no report; you pay for it in deals that cool off and reps drafting instead of selling.
The solution
A system that drafts the proposal in your pitch; the rep reviews and signs
- 1We connect your history —winning proposals, cases, value pitch, rates, and terms— into your own knowledge base. Your best argument, available to the whole team.
- 2From the meeting notes or the brief (voice, email, or CRM), the system drafts the full proposal: client context, proposed solution, scope, relevant case, and price.
- 3Every claim comes from your real material —nothing invented— in your tone and your structure. It flags the gaps that need a rep’s call: discount, timeline, special term.
- 4The rep reviews, sharpens the strategy, and sends. We leave it measured: hours per proposal, time from meeting to send, and close rate.
What changes
What you stop losing
Winning proposals get opened and decided within the first two days of being sent: the speed between the meeting and the document is part of the result, not a detail.
State of Proposals 2025 (Proposify)
The average B2B close rate sits around 25%, and the best teams clear 50% with more qualification, personalization, and follow-up — exactly what you win back when the rep stops drafting and goes back to selling.
State of Proposals 2025 (Proposify, 2.6M proposals)
What we measure: hours per proposal, time from meeting to send, and close rate on proposals sent.
What we measure
Spec sheet
- Work it removes
- rebuilding each proposal starting from the last customer’s
- Typical setup
- 2–3 weeks
- Input
- won opportunity with its data in the CRM
- Output
- personalized proposal generated, ready to review and send
- Works with
- HubSpotPipedriveSalesforce
- Can connect to
- Your repository of proposals and casesLLM with retrieval (RAG)PandaDocDocuSign
- What we measure
- time from meeting close to proposal sent% generated without interventionacceptance rate
- Good fit for
- consultative sales with proposals that share structure and reusable blocks
- Not a fit for
- totally unique proposals with no pattern or usable history
Frequently asked questions
A quote is the price; a sales proposal is the document that convinces: client context, solution, case, scope, and yes, the price too. Automating quotes gives you the number fast; this gives you the whole document written in your pitch. If all you want is prices in minutes, that’s a different piece —we build that too—; here we’re talking about the proposal that closes.
No — and distrust anyone selling you that. The system does the pick-and-shovel work —pulling your pitch, your relevant case, and your terms, and drafting it— and the rep brings the judgment: strategy, price, commitments. You start every proposal 80% done and in your voice, not with a generic document to rewrite from scratch.
Like you, because it’s trained on your winning proposals and your pitch. The point isn’t that it writes “nicely”: it’s that it writes like your best rep, with your real cases and numbers. Generic is exactly what we strip out.
Want it running in your business?
You’ve pinned the problem. We ship the fix and leave it measured.