Automated proposal generation: create professional, customized proposals in minutes instead of hours. With AI-powered pricing calculation.
Creating customized proposals is one of the biggest bottlenecks in the sales process. An average B2B proposal requires 2-4 hours of work: drafting the scope of services, calculating prices, coordinating discounts, selecting references, and formatting the document professionally. For sales teams with 10-20 open opportunities per week, this adds up to 40-80 hours — the capacity of an entire employee.
There is enormous improvement potential in consistency alone: every rep writes proposals differently, uses different pricing structures, and occasionally forgets important clauses or terms and conditions. Inconsistent proposals confuse customers, delay decisions, and create legal risks. It becomes especially problematic when outdated price lists or expired discount structures are used.
Time pressure also means proposals often arrive too late. Studies show that proposals sent within 24 hours of a meeting have twice the close rate of those that follow a week later. Yet in reality, proposal creation often takes 3-5 business days.
Our proposal workflow automatically generates a complete, professionally formatted proposal in your corporate design based on the opportunity data stored in the CRM. The AI selects the appropriate service modules from your product catalog, calculates the total price considering customer-specific discounts, volume licenses, and currently valid terms, and inserts industry-specific reference projects and testimonials that match the use case.
The sales rep receives a finished proposal draft as PDF and editable Word document within 5 minutes. Individual adjustments — a special discount for strategic customers, an additional service, a changed payment term, or an extended project timeline — can be made via a simple web form without manually editing the entire document. All line items and totals are automatically recalculated.
All proposals automatically undergo a comprehensive compliance check: current price lists, valid terms and conditions, correct legal clauses, and approved discount ranges are verified before release. Proposals with discounts above a defined threshold require digital approval from the sales manager. After sending, the workflow tracks proposal opens in real-time and automatically triggers a context-aware follow-up sequence if there is no response.
Yes, we create a custom proposal template with your logo, colors, fonts, and layout. Different templates for different product lines or customer segments are possible.
Customer-specific terms, framework agreements, and tiered pricing are stored in the system and applied automatically. Special discounts above a defined threshold require sales manager approval.
Proposals are generated as PDF, Word document, and optionally as an interactive web page. The web version allows customers to adjust options directly and sign digitally.
We analyze your process and show you the concrete savings potential — no strings attached.
Or reach out directly: info@automate-it.dev