Automate Client Proposal Generation
Fill out a brief form and get a polished, branded proposal with pricing, scope, and relevant case studies. Your reps spend time selling, not formatting documents.
Time savings
| Task | Manual | Automated |
|---|---|---|
| Drafting proposal document | 2-4 hours/proposal | 15 min/proposal |
| Pricing calculation and table | 30 min/proposal | 2 min/proposal |
| Case study and reference selection | 20 min/proposal | 3 min/proposal |
| Internal review routing | 1-2 days | 4 hours |
Process breakdown
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Submit proposal request
AutomatedSales rep fills out a brief form with client name, industry, requirements, and budget range.
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Generate draft
AutomatedAI selects the right template, fills in client details, calculates pricing, and adds relevant case studies.
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Review and customize
HumanSales rep reviews the draft and makes adjustments to messaging, pricing, or scope.
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Route for approval
AutomatedProposals above a certain value go to the sales director for approval before sending.
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Deliver to client
AutomatedApproved proposal is sent to the client via email or WhatsApp with a personalized cover note.
Template Library
Maintain proposal templates for different services, industries, and deal sizes. All branded and formatted.
Auto-Pricing
Calculate pricing tables based on selected services, quantities, and discount tiers. Include VAT breakdown.
Case Study Matching
AI selects the most relevant case studies and testimonials based on the prospect industry and requirements.
Approval Workflow
Route high-value proposals for sales director review. Track approval status and turnaround time.
Delivery Tracking
Send proposals via email or WhatsApp and track when they are opened and how long they are viewed.
Bilingual Proposals
Generate proposals in English or Arabic based on client preference, with proper formatting for each language.
FAQ
How long does it take to generate a proposal?
The initial draft is ready in 2-3 minutes. Including sales rep review and customization, most proposals are sent within 15-30 minutes.
Can we have different templates per service?
Yes. Create templates for each service line, industry vertical, or deal type. The agent selects the best match based on the brief.
Does it include VAT in pricing?
Yes. Pricing tables include line items, subtotals, 5% VAT calculation, and grand total in AED.
Can proposals be sent in Arabic?
Yes. Templates can be maintained in both languages. The agent generates the proposal in the client preferred language with proper right-to-left formatting.
Send proposals in minutes, not hours
Set up automated proposal generation for your sales team.