Category: Sales & CRMUse case: Sales document automationFor: Agencies & B2B services
Proposal & quote generator
A call transcript or short brief becomes a structured proposal built from your approved building blocks — scope, timeline, terms, references. A human reviews and sends the same day, while the conversation is still fresh.
What it solves
01
Proposals taking days
The first draft is ready before the follow-up call.
02
Copy-paste errors
Old client names and outdated terms stop slipping through.
03
Off-brand documents
Every proposal uses the same approved blocks and voice.
How it works
- 01
Capture
The call transcript or brief is parsed for scope, needs and constraints.
- 02
Assemble
Approved blocks are selected and filled — scope, timeline, terms.
- 03
Review
A human checks the draft, adjusts and approves.
- 04
Send & track
The proposal goes out the same day; opens and responses are tracked.
Before & after
Without it
- Proposal writing queued behind delivery work
- Each rep formats documents their own way
- Last proposal's client name in this one
- Deals cool while the document is written
With it
- First draft minutes after the call
- Consistent structure, voice and terms
- Human review where it matters — the content
- Proposals sent while the conversation is fresh
Your process could be next.
Tell us what eats your team's time — we'll show you what an AI prototype could do about it.