Sales
Pre-meeting account briefs
Before each sales call, reps get a one-page brief on the account: who is attending, past emails, open deals, support issues and recent company news.
Company assistant
Sales · Agent
Proposal and quote drafting
AI proposal and quote drafting for sales teams
Turns call notes and site details into a priced first-draft proposal using your own templates, rate card and past wins, ready for a salesperson to check.
01 today
The problem
A senior person rebuilds each quote by hand, copying sections from an old proposal and re-checking prices in a spreadsheet. Quotes sit in a queue behind their real work, and small copy-paste mistakes like the wrong client name or an old rate slip through to customers.
02 the run
What the AI does
- Step 1: Reads the deal record, call notes and any attached drawings or briefs from your CRM and shared drive.
- Step 2: Picks the right proposal template and pulls matching scope sections from past proposals you have marked as good examples.
- Step 3: Prices each line from your current rate card or product list in QuickBooks or Xero and flags anything that has no listed price.
- Step 4: Writes a draft cover note and scope summary that reflect what the customer actually asked for.
- Step 5: Saves the draft to Google Drive, links it on the deal and notifies the owner in Slack with a list of the assumptions it made.
paused: waiting for a person to approve
03 human in the loop
Where a person approves
Nothing goes to a customer without a person reading it. The deal owner checks scope, prices and discounts, edits the draft, and sends it themselves through DocuSign or email.
04 after
What changes
Quotes go out the same day the request comes in, not when the busiest person finds time. Pricing stays consistent because every draft starts from the same rate card, and senior staff review instead of retype.
Results from a real build
[CASE STUDY] We only publish results we can name and check with the client.
see also
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Agent
Tell us how your business runs. We'll tell you where AI fits.
A free 30-minute call. You talk, we ask questions, and you leave with a few concrete ideas — or an honest answer that AI isn't the right fix yet.
Working with teams in the United States, United Kingdom and Australia.