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A hot prospect asks for a proposal, then waits days while a rep digs out an old deck and yesterday's pricing — and the deal cools. Our Proposal Generator Agent drafts a complete, tailored, on-brand proposal in minutes from your approved templates, live CRM data and real pricing. It never invents a claim or a number, and every proposal goes to a human to review and approve before it reaches a customer.
Trusted by startups, scale-ups & enterprises worldwide
Proposals are where momentum is won or lost — slow turnaround, inconsistent quality, pricing errors and version chaos all quietly cost deals. Click a panel to see the problem, how the agent fixes it, and what changes.
A hot prospect asks for a proposal, and then waits — while a rep digs out an old deck, hunts for current pricing, and rewrites the same sections again. Days pass, momentum drains, and the deal loses the heat it had.
Without a system, each proposal is hand-assembled, so branding drifts, sections vary, and the messaging a customer sees depends entirely on which rep built the document. It looks inconsistent — and inconsistency reads as unprofessional.
Copy-paste from an old quote and yesterday’s pricing sneaks into today’s proposal. A wrong number that reaches a customer is awkward at best and a margin or legal problem at worst — and manual assembly makes it far too easy.
Building proposals by hand eats hours that reps should spend selling. The more deals in flight, the more time disappears into formatting, copy-pasting and reformatting — exactly the work a closer shouldn’t be doing.
Multiple drafts, email attachments and edits later, nobody’s sure which proposal the customer has, what was promised, or what was approved. That’s a real risk when the document is effectively a commercial offer.
From a qualified opportunity to a signed document — drafting, pricing, personalising and delivering proposals fast, accurately and on-brand, with a human approving every one.
Turns a qualified opportunity into a complete, tailored first-draft proposal in minutes — pulling the right structure, content and detail from your approved library — so a rep starts from a polished draft, not a blank page.
Chooses the right template and assembles the right sections for each deal — by product, segment, deal size or use case — from your approved, on-brand content blocks, so every proposal is both tailored and consistent.
Populates pricing straight from your price book, CPQ or deal data — line items, discounts, bundles and totals — so every figure is current and correct. It never invents a number, and it flags anything that needs approval.
Populates each proposal with the real details of the deal from your CRM — the prospect’s name, needs, goals, stakeholders and prior conversation — so it reads as written for them, not a generic template with the logo swapped.
Keeps every proposal on-brand and within your approved terms, language and guardrails — so nothing off-message, non-compliant or off-piste reaches a customer, and reps can’t accidentally promise what they shouldn’t.
Every proposal is drafted for a human to review, adjust and approve before it goes to a customer — with approval gates for discounts, non-standard terms or large deals — so speed never comes at the cost of accountability.
Sends the approved proposal for e-signature, tracks when it’s opened and viewed, and notifies the rep — so the moment a prospect engages with the proposal, your team knows and can act.
Maintains a library of approved, reusable proposal content, and shows you which proposals, sections and pricing win — so your proposals get sharper and more persuasive over time, backed by data.
More than a decade delivering measurable results for enterprises, SMEs and technology companies worldwide.
Three teams that turned proposals from a bottleneck into a same-day advantage.
Challenge: A B2B SaaS team took days to turn around proposals, and hot deals cooled while prospects waited for a document.
Solution: The agent drafted tailored proposals in minutes from approved templates, CRM data and live pricing, ready for a rep to review and send the same day.
Challenge: A manufacturer’s quotes were complex and error-prone — wrong configurations and stale pricing slipped through and cost margin.
Solution: The agent assembled configuration-correct proposals with pricing straight from the price book, flagging exceptions for approval before anything went out.
Challenge: Consultants spent hours building bespoke proposals by hand, losing billable and selling time to document formatting.
Solution: The agent produced tailored first drafts from a proven content library, so consultants reviewed and personalised in minutes instead of building from scratch.
Get a free 30-minute assessment. We'll look at how you build proposals, what the agent can draft and price, and how we'd keep it accurate and human-approved — no pitch.
Everything between a qualified opportunity and a signed proposal — drafted in minutes, priced accurately, kept on-brand, and approved by a human.
A complete, tailored proposal drafted in minutes, while the deal is still hot.
The right template and sections for each deal, from approved on-brand blocks.
Current, correct figures pulled from your pricing — never an invented number.
Populated with the real deal so it reads as written for that prospect.
Consistent branding and language, within the terms you allow.
Every proposal reviewed and approved by a person before a customer sees it.
Sent for signature, with open tracking and rep alerts on engagement.
Insight into which proposals and pricing close, so they get sharper over time.
A structured path from your templates and pricing to an agent that drafts fast, prices accurately, stays on-brand, and routes every proposal for approval.
Map how you build proposals today — templates, pricing, content, CRM and approvals — and where it slows down.
Define templates, content blocks, pricing logic, personalisation and the approval gates you need.
Integrate your CRM, price book/CPQ, document and e-sign tools so the agent builds from live, correct data.
Engineer drafting, assembly, pricing and personalisation, with your brand, terms and guardrails baked in.
Add approval workflows, exception flags, versioning and audit logging.
Run on one product or team, check accuracy, brand and speed, and tune templates and pricing rules.
Extend across products, teams and deal types, with the approval levels you choose.
Feed win data back in, and refine templates, content and pricing so proposals keep getting sharper.
Book a free, no-obligation consultation. We'll map your proposal process, show what the agent can draft and price, and give you a costed plan — including how we keep it accurate, on-brand and human-approved.
Depth across agents, document generation, pricing and CPQ, CRM integration and approval workflows — the engineering that makes proposals fast, accurate and accountable.
Tool-using agents that draft, assemble, price and personalise — then route to a human for approval.
Template and content-block assembly that produces polished, on-brand, consistent proposals at speed.
Accurate pricing pulled from price books and CPQ, with discount rules and exception handling.
Populating proposals with live deal data so each one is tailored without manual effort.
Keeping every proposal on-brand and within approved language, terms and commercial limits.
Review and sign-off gates for discounts, non-standard terms and large deals, done cleanly.
Send-for-signature, open tracking and rep alerts that shorten the path to a signed deal.
Encryption, access control, versioning and audit trails for documents that carry commercial weight.
Win-rate and content analytics that show what closes and drive continuous improvement.
A modern agent stack that plugs into the CRM, CPQ, document, content and e-sign tools you already run — so proposals are built on live, correct data.
From high-volume SaaS quotes to complex engineering bids, the agent adapts to your proposals, your pricing and your compliance obligations.
The Proposal Generator Agent works beautifully alone — and even better with the rest of the suite.
The full connected suite — qualify, follow up, propose, log.
Responds, scores and routes every lead instantly.
Keeps every lead and deal warm across channels.
Keeps your CRM clean and current, automatically.
Automate the workflows RPA cannot handle.
Connect AI to your CRM, CPQ and existing tools.
The reason revenue teams trust the agent to draft — and keep humans on the approval.
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"Tailored proposals in minutes, priced from our own book, and a human approves every one before it goes out."
"Tailored proposals in minutes, priced from our own book, and a human approves every one before it goes out."
"Tailored proposals in minutes, priced from our own book, and a human approves every one before it goes out."
"Tailored proposals in minutes, priced from our own book, and a human approves every one before it goes out."
"Tailored proposals in minutes, priced from our own book, and a human approves every one before it goes out."
A partner that makes proposals fast and consistent — accurate, on-brand, fully auditable, and always human-approved before they reach a customer.
A tailored, on-brand proposal drafted in minutes keeps deals hot — reps review and send instead of building from a blank page.
Every proposal is reviewed and signed off by a person before a customer sees it, with gates for discounts and non-standard terms. Speed with accountability.
Pricing comes from your price book and content from approved sources — the agent never invents a figure or a claim, so what customers see is correct.
Consistent branding and approved terms on every proposal, so nothing off-message or off-limits reaches a customer.
15+ years connecting systems. The agent builds from live CRM, pricing and content, and logs everything back.
Win analytics show which proposals and pricing close, so your proposals keep improving instead of going stale.
Tell us how you build proposals today. We'll come back with an honest view of what the agent can draft and price, how we'd keep it accurate and approved, and a transparent estimate — free.
It’s an AI agent that turns a qualified opportunity into a complete, tailored, on-brand proposal in minutes. It selects the right template, assembles approved content, pulls accurate pricing from your price book, personalises the document from live CRM data, and hands it to a rep to review and send — with a human approving every proposal before it reaches a customer. It removes the days of manual document-building that let hot deals cool, without sacrificing accuracy or accountability.
No — and this is deliberate. The agent produces a draft; a human always reviews, adjusts and approves before anything goes to a customer, with sign-off gates for discounts, non-standard terms and large deals. It gives you the speed of automated drafting with the control of human approval, because a proposal is effectively a commercial commitment.
Pricing is pulled straight from your price book, CPQ or deal data — line items, discounts, bundles and totals — rather than generated or guessed. Anything outside your pricing policy is flagged for approval before it can go out. That means current, correct figures reach customers, and a wrong or unauthorised price never slips through in a copy-pasted document.
No. It assembles proposals from your approved content library, real CRM data and actual pricing — it does not fabricate capabilities, statistics or figures. Everything in the proposal traces back to approved source material, so what a customer reads is true and sanctioned, not generated from thin air. This is a core design principle, not an afterthought.
It builds only from your approved templates, content blocks, language and terms, so every proposal is consistent, on-brand and within the commercial and legal guardrails you set. Reps can’t accidentally include off-message content or promise non-standard terms, because the agent works inside the boundaries you’ve approved — and anything outside them routes to a human.
It populates each proposal from the live details in your CRM — the prospect’s name, needs, goals, stakeholders and the prior conversation — so the document reads as genuinely written for that customer rather than a generic template with the logo changed. You get personalisation at scale without a rep spending hours tailoring each one.
We integrate with CRMs like Salesforce, HubSpot, Pipedrive and Zoho, proposal and e-sign tools like PandaDoc, DocuSign, Proposify and Qwilr, CPQ and pricing systems, and content and knowledge tools like Highspot, Seismic and SharePoint. Proposals and their status are logged back to your CRM. In-house systems integrate via their API.
Yes. Once a proposal is approved, the agent can send it for e-signature, track when it’s opened and viewed, and alert the rep when the prospect engages — so your team knows the moment a proposal lands and can follow up at exactly the right time, shortening the path to a signed deal.
No — it removes the document grind, not the people. Reps and proposal teams stop spending hours formatting and copy-pasting, and instead review a strong draft and add the judgement, relationship and negotiation that only a human brings. It frees your team for the high-value work and keeps them firmly in control of what goes out.
A proposal agent for defined templates and pricing can typically pilot in a few weeks — we set up your templates and content, integrate CRM and pricing, add approval workflows, tune against real deals, then scale. Cost depends on proposal complexity, pricing logic and integrations; we usually start fixed-scope so you see the value quickly, then expand. The initial assessment call is free.
