AI proposal generator for sales teams
The Proposal Generator uses what you know about each customer to draft a targeted, on-brand proposal from your approved templates, pricing and product content, tailored to what the customer has told you and ready for your review.
Revenue Intelligence
Proposal Generator
Drafts a proposal from your approved templates, pricing and product content, tailored to what this customer has told you, ready for your review.
How it works
- 1
Gather the context
The agent reads the account's CRM record and what the customer has told your team.
- 2
Start from approved content
It works from your approved templates, pricing and product content in your shared drives.
- 3
Draft the proposal
An executive summary, the proposed solution, and pricing and terms, tailored to this customer.
- 4
Review and send
Your team reviews and edits the draft before it goes to the customer.
Ask questions like these
Ask the Proposal Generator agent in plain language; every answer shows its sources.
- Can you draft a proposal for Contoso from our approved templates and pricing?
- Which of our product content fits what Fabrikam asked for in discovery?
- What did we propose to similar customers last quarter?
Works with the systems you already run
Uses your shared drives and CRM, through connectors such as these.
More Revenue Intelligence agents
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- Customer 360 DashboardSee customer relationship health in one dashboard. Build your own dashboards, share them with your team and use them to run your sales process.
- Upsell/Cross-sell MaximizerFind upsell and cross-sell opportunities your team may have missed, and turn them into new pipeline.
- RFP ResponseAnalyze incoming RFPs and DDQs to improve your odds of winning, generate executive summaries and document sets from approved answers, and automate DDQs.
- Win/Loss AnalyzerLearn from past wins and losses to fine-tune your sales approach.
See the Proposal Generator agent at work
Questions about Revenue Intelligence or this agent? Send us a note and we'll get back to you by email.