AI Proposal Automation
A proposal engine that turns sales notes and call summaries into on-brand proposals, SOWs, and RFP responses — ready to review.
What it costs today, and what replaces it.
Same work, same standard — without the hours your team currently spends on it.
What this costs you now
Proposals, SOWs, and RFP responses take days, pull senior people off selling, and drift from a consistent format.
What we build instead
A proposal engine that turns sales notes and call summaries into on-brand proposals, SOWs, and RFP responses — ready to review.
From input to outcome, automatically.
Four moves. Your team sets the standard once, then reviews the output — the system does the rest.
Capture the inputs
Sales notes, call summaries, scope, and pricing logic.
Draft the document
On-brand proposal or SOW assembled from approved templates.
Tailor the details
Scope, pricing, and outcomes personalized to the deal.
Review and send
A polished draft for fast human review and delivery.
Three inputs, then it runs
Give us these once at kickoff and the workflow keeps producing without further setup.
Finished work, not another dashboard.
Everything lands in the tools your team already opens, ready for a quick human check.
What the system produces
Every run drops completed, on-brand work into your stack — reviewed by a person, sent by a person.
Inside your existing stack
Your CRM, inbox, and docs. Nothing to migrate, nothing new for the team to learn.
What changes once it's live
- Shorter sales cycles
- Consistent documents
- Less senior-rep admin
From kickoff to a working system. You see output inside the same month, not the same quarter.
One part of a bigger system.
This workflow ships on its own, and connects to everything else we build around it.
AI Sales & RevOps Automation
A CRM that runs itself. Clean data, instant follow-up, and a forecast you can actually trust.
Explore Sales & RevOpsWe build to the problem
Bring us the process that's eating your week and we'll scope a system around it.
See all use casesOther workflows teams automate next.
AI Outbound Automation
Automate outbound research and personalization
AI Lead Research Automation
Research accounts and prospects automatically
AI CRM Automation
Clean, enrich, score, and route CRM data
Want this running inside your team?
Book a 30-minute call and we'll map ai proposal automation onto your stack, then scope what it takes to build.