AI Sales Automation
Reps lose hours rebuilding the same proposal from scratch. This tool pulls the deal details, drops in the right sections, scope, pricing and terms, keeps it on-brand
Why It Matters
Most proposals are the same document with different numbers. Instead of copying an old file and editing every line, the rep opens a draft that already has the customer, the scope, the pricing and the terms in place, ready to review.
The generator reads the deal, customer and product details from your CRM or ERP and your approved proposal content. So the numbers are real, the wording is the wording your business already uses, and the rep is not fixing mistakes the tool introduced.
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.
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.
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 complete proposal draft for each deal, with the sections, scope, pricing and terms already in place.
A connection to your systems so customer, product and pricing details flow in without re-keying.
Your layout, tone and sections applied to every draft, so proposals look consistent across the team.
Your discount bands, bundles and terms built in, so the numbers follow the rules the business set.
A clear review screen where the rep personalises the draft and approves it before anything is sent.
We fit the AI model to your data, budget and privacy needs, and can swap it later without a rebuild.
The rep selects the deal, or the tool picks it up from your CRM or ERP.
Customer, products, pricing and history are read from your systems.
The AI drops in the right sections, scope, pricing and terms, on-brand.
The rep checks the numbers, personalises the tone, and edits anything.
The rep sends the approved proposal to the customer, same day.
To draft, not hours
Every proposal, every rep
Numbers pulled from the deal
Turnaround to the customer
Rep reviews before sending
Spent selling, not formatting
We build ERP and CRM software, so we can pull clean deal data from the systems you already run.
The AI assembles the draft, the rep approves and sends. We never take the person out of the loop.
We use your template, wording and pricing rules, so drafts sound like your business, not a generic tool.
We pick the AI model that fits your data and budget, and keep the option to change it later.
We shape the tool around how your sales team works today, not the other way around.
It drafts a tailored sales proposal from the deal details. It pulls the customer and product information, drops in the right sections, scope, pricing and terms, keeps it on-brand, and hands the rep a draft to review and send. The rep approves and personalises, the AI does the assembly.
From your own data. It reads the deal, customer and product details from your CRM or ERP and your existing proposal content, so the draft reflects real numbers and approved wording, not generic text.
No. The AI only prepares the draft. The rep reviews it, edits anything they want, and decides when to send. A person is always in control of what goes to the customer.
Yes. The generator uses your template, sections, tone and pricing rules, so every draft looks the same and follows the same structure no matter which rep starts it.
We are model-agnostic. We choose the model that fits your data, budget and privacy needs, and we can change it later without rebuilding the tool around it.
It depends on your systems and how your proposals are structured, but a first working version is usually ready in a few weeks once we can see your data and templates.
Related
The other services in this section, and related pages from TCB Infotech.
No commitment. A practical first look at your proposal workflow.
