How to Automate Proposal Generation
Automatically generate polished, data-driven proposals from CRM records, pricing templates, and past winning bids. Reduce proposal turnaround from days to minutes.
The Problem
Sales teams in the UK spend an average of 2.4 hours crafting each proposal, with larger deals taking a full day or more. Copy-pasting from old proposals introduces errors and outdated pricing. Meanwhile, prospects who receive proposals within 24 hours are 60% more likely to convert — but most businesses take 3-5 days to deliver one.
How It Works
Sales rep triggers proposal from CRM deal record with one click
AI pulls client details, requirements, and interaction history from CRM
System selects the right template and populates pricing, scope, and timelines
AI drafts personalised executive summary and value proposition sections
Branded PDF generated and sent to client with e-signature fields
Tools & Integrations
Best For
Frequently Asked Questions
Can AI-generated proposals be customised per client?
Yes. The AI uses CRM data — industry, company size, pain points discussed, and previous interactions — to tailor the narrative, case studies, and pricing. Each proposal reads as if it were written specifically for that prospect, because it was.
How does it handle complex or tiered pricing?
You define your pricing logic once — hourly rates, package tiers, volume discounts, VAT rules — and the system calculates accurately every time. It can present multiple options (e.g., Bronze/Silver/Gold packages) with automatic totals including VAT at the current UK rate.
Want us to automate proposal generation for you?
Book a free strategy call and we'll set up this automation for your business — fully customised to your workflows and tools.
Book a Free Strategy Call