What Is Inside an AI Proposal Generator
The tool is built around your data, your template and your sales flow. Here is what it does at each step, from reading the deal to handing the rep a draft to review and send.
From your deal data to a draft the rep can send
It reads the deal from the systems you already run
The generator connects to your CRM or ERP and pulls the customer, products, pricing and deal history. The rep does not re-key anything, and the draft starts from real figures instead of a blank template.
- Customer and product details read automatically.
- Live pricing pulled from the deal.
- No copy-paste between systems.
It builds the draft from your template and your rules
The AI drops the details into your layout, applies your tone and sections, and builds the pricing table from your discount and bundle rules. Every draft comes out consistent, whichever rep started it.
- Your sections, tone and layout applied every time.
- Pricing that follows the rules the business set.
- Approved wording, not invented text.
The rep approves and personalises before anything is sent
The draft opens on a review screen where the rep checks the numbers, adjusts the tone for the customer, and edits anything they want. Nothing goes out until the rep approves it, so a person is always in control.
- A clear review screen for every draft.
- Room to personalise the tone and details.
- The rep decides when to send.
Everything the tool delivers
Tailored drafts
A complete proposal for each deal, with sections, scope, pricing and terms already in place.
CRM and ERP pull
A connection to your systems so customer, product and pricing details flow in without re-keying.
On-brand template
Your layout, tone and sections applied to every draft, consistent across the whole team.
Pricing rules
Your discount bands, bundles and terms built in, so the numbers follow the rules you set.
Review and edit step
A review screen where the rep personalises the draft and approves it before it is sent.
Model-agnostic build
We fit the AI model to your data, budget and privacy needs, and can swap it later without a rebuild.
See What It Would Do for Your Sales Team
Book a free consultation. We will look at your deal data, your template and your sales flow and scope an AI proposal generator for your team.
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