AI Proposal & Quotation Automation

The business problem

Sales teams spend time rebuilding similar proposals and checking missing requirements.

What the workflow includes

1. Define an intake form and approved proposal templates
2. Retrieve approved service descriptions and pricing rules
3. Draft scope, assumptions and exclusions from the enquiry
4. Require a person to review the amount, commitments and final document

Integrations to confirm

• CRM deal information
• Approved price book and document templates
• Document generation and review workflow

These are possible integration categories, not claims of a certified partnership or an existing connector. Access, API availability and usage costs are checked before commitment.

How we measure the pilot

• Time to first reviewed draft
• Missing-requirement rate
• Pricing and scope corrections
• Approved proposals produced

Illustrative workflow

An IT provider turns a discovery brief into a draft statement of work, flags missing integration details and asks the account owner to approve pricing and delivery.

This is an illustrative use case, not a client result or performance promise.

Human review and scope boundaries

Drafts are not binding quotes. The system must not invent prices, discounts, delivery dates or contractual commitments, and it does not send proposals automatically by default.

Markets and industry fit

Assess this offer for any industry in the catalogue using the finder below. First choose a bounded administrative, sales or support task; confirm suitability before automating decisions or processing sensitive information.

Existing service scope

Explore the broader capabilities and delivery options for this service.

How an AI project moves from idea to delivery

• Discovery: define the business problem, process owner, inputs and measurable acceptance criteria.
• Pilot: build one bounded workflow using approved sources and representative test data.
• Review: assess accuracy, permissions, exceptions, human handoff and operating costs.
• Launch: release the agreed scope with documentation, training and rollback steps.
• Maintain: agree monitoring, updates and support separately. Timelines depend on integrations, data and scope.

What we need to scope your project

• Your current process and the task consuming time or losing enquiries
• The applications, approved data sources and integrations involved
• Your market, languages, users and expected volume
• Who reviews exceptions and approves consequential actions
• A success measure, budget range and desired launch window

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