AI Proposal Generation

AI proposal generation takes the messy inputs from a sales call — scope notes, pricing, timeline — and turns them into a branded proposal your prospect actually wants to read. The model pulls from your pricing rules, past winning proposals, and the call transcript to build a tailored document with the right sections: problem framing, deliverables, timeline, investment, terms. Output goes to PandaDoc, DocuSign, or a Google Doc for final review. We connect it to your CRM so every proposal links back to the deal and ages get tracked. Typical setup is 2 to 3 weeks, including a session where we feed it your 10 best closed proposals so the voice and structure match. Reps go from a 90-minute proposal sprint to a 10-minute review. Close rates usually climb because proposals go out the same day instead of two days later, which is the single biggest predictor of whether a deal closes.