Commercial proposal drafts.
Turn a customer request into a proposal using your templates, with missing details highlighted.
Let’s discuss this taskThe starting
information.
- Customer request
- Price lists
- Templates
Authorised sources, connected to your operating instructions.
Proposal draft
- Proposal scope
- Line items and terms
- Details to confirm
Prepared according to your rules and review process.
The work today
Preparing a proposal means bringing together requirements, descriptions, terms and price lists. Much of the work reuses information your business already holds.
What we automate
We configure a workflow that retrieves approved content, applies company templates and prepares the draft. Pricing and calculations follow explicit rules; missing or non-standard requirements are flagged.
What you gain
A structured starting point for review and negotiation, with less retyping and more consistent proposals.
Your control
Final prices, discounts, technical feasibility and contractual terms require approval.
Where it makes a difference
Sales teams managing relationships, proposals and opportunities with digital tools.
Bring this workflow
into your business.
We define the sources, expected result and boundaries of a first pilot together.