From a client email to a finished proposal
A client emails asking for a quote. A complete proposal comes back, written the way your company writes them.
Sales teams lose hours to quotes. A client emails asking for pricing, someone opens the last proposal, copies it, changes the numbers and hopes nothing was missed. The information needed is scattered across the inbox, the CRM and a price list, so it is slow and it is easy to get wrong.
Plugs into
These are examples. Every use case is built around the tools you already run, whatever they are, and you keep using them exactly as before.
Then it runs on its own
- 1
Picks up the request the moment it lands in your inbox
- 2
Finds the client and every past deal in your CRM
- 3
Applies your pricing rules and your margins
- 4
Writes the proposal in your own template
Delivered where you already work
Every time a request lands in your inbox, in whichever channel your team already uses. We set the timing around how you work, not the other way round.
What you get back
- A complete proposal, waiting for your review
- Scope, deliverables and pricing already filled in
- Anything missing flagged before it reaches the client
What it actually looks like
The real output, using sample data. Every line traces back to the source it came from.
You review and send
We build it with your team
Every workshop is built around the use cases you pick. This one is usually covered in the Accelerator, on your own tools and your own data.
- We use your real proposals, not a template we brought with us
- Everyone leaves with a working setup they can reuse the next day
Want it extended, maintained and connected to more of your systems afterwards? Let's discuss →
Want this running in your team?
30 minutes. Tell us what your team spends its week on and we'll tell you which of these would save the most time.