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TCB Infotech | Expert Odoo & ERPNext Implementation Partner

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AI Sales Automation

An AI Proposal Generator That Drafts a Deal in Minutes

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, and hands the rep a draft to review and send.

50+ ERP and software projects. Zero failed projects since 2021.

AI draft
Proposal: Warehouse Automation Rollout
Prepared for Northline Logistics · Deal #4821
Overview
Scope
Pricing
Terms
Draft ready Rep reviews before sending
Minutes
To a first draft
1
On-brand template
100%
Rep review before send
0
Documents from scratch
Why It Matters

Faster turnaround wins more deals

A proposal that lands the same day keeps the deal warm. The tool cuts the drafting time so reps spend their hours selling, not formatting.

Stop Rebuilding From Scratch

Reps get a draft instead of a blank page

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.

  • No more copy-paste from last month's file.
  • The right sections already filled in.
  • Hours of formatting removed from every deal.
A sales team reviewing a proposal draft together
Pulled From Real Deal Data

The draft reflects the actual deal, not a generic template

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.

  • Customer and product details pulled in automatically.
  • Pricing that matches your rules and the live deal.
  • Approved wording, not invented text.
Deal data flowing from CRM and ERP into a proposal
What Goes In

Every draft is built from the same clear sections

The AI assembles each part from your data and your template, so the rep always gets a complete, consistent structure to work from.

1
Overview and context, written from the deal notes
2
Scope of work, matched to the products on the deal
3
Pricing table, built from your rules and the live figures
4
Terms and next steps, in your standard wording
How It Works

From deal details to a ready draft in five steps

1
Pick the deal
The rep selects the deal, or the tool picks it up from your CRM or ERP.
2
Pull the details
Customer, products, pricing and history are read from your systems.
3
Assemble the draft
The AI drops in the right sections, scope, pricing and terms, on-brand.
4
Rep reviews
The rep checks the numbers, personalises the tone, and edits anything.
5
Send
The rep sends the approved proposal to the customer, same day.
What It Builds

A proposal tool that fits how your sales team already works

We build the generator around your data, your template and your approval flow, so it feels like part of your process.

📄

Tailored drafts

A complete proposal draft for each deal, with the 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, so proposals look consistent across the team.

💰

Pricing rules

Your discount bands, bundles and terms built in, so the numbers follow the rules the business set.

Review and edit step

A clear review screen where the rep personalises the draft and approves it before anything 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.

The Difference

What changes once the tool is in place

Minutes
To draft, not hours
On-brand
Every proposal, every rep
Real
Numbers pulled from the deal
Same day
Turnaround to the customer
In control
Rep reviews before sending
More time
Spent selling, not formatting
Why Us

Why teams choose TCB Infotech to build it

1
We know the systems
We build ERP and CRM software, so we can pull clean deal data from the systems you already run.
2
People stay in control
The AI assembles the draft, the rep approves and sends. We never take the person out of the loop.
3
Built on your content
We use your template, wording and pricing rules, so drafts sound like your business, not a generic tool.
4
Model-agnostic
We pick the AI model that fits your data and budget, and keep the option to change it later.
5
Fits your flow
We shape the tool around how your sales team works today, not the other way around.
6
Proven delivery
50+ projects across industries, with zero failed projects since 2021.
FAQ

AI proposal generator questions

What does an AI proposal generator do?
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.
Where does the proposal content come from?
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.
Does the AI send proposals on its own?
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.
Will the proposals stay on-brand and consistent?
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.
Which AI model does it use?
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.
How long does it take to set up?
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.

Get Proposals Out the Same Day

Book a free consultation. We will look at your deal data, your template and your sales flow, and show you what an AI proposal generator would do for your team.

Book a Free Consultation →

No commitment. A practical first look at your proposal workflow.