From enquiry to proposal in minutes
The proposal employee reads the request, identifies what the customer needs, pulls the right products or services from your catalogue, and assembles a proposal using approved language and pricing rules. It can also request missing information before building, so the output is complete the first time.
Because it works from structured data, errors like wrong part numbers, outdated pricing or missing terms are caught before the document reaches the customer.
- Template selection based on customer type and deal size
- Automatic margin and discount guardrails
- Product configuration and optional upsells
- E-signature and CRM update integration
How it protects your margins
Discounts, bundles and exceptions are checked against rules you define. Anything outside the guardrails is flagged for a human approver with a clear explanation. The result is faster turnaround without the risk of unapproved terms slipping through.
Continuous improvement from feedback
Every accepted or edited proposal becomes training signal. The employee learns which wording converts best, which sections customers ask about, and which terms cause delays. Proposals get sharper over time.