Sales Automation
AI Proposal & Quote Generator
Generate branded proposals, estimates, and quotes in minutes instead of hours. AI pulls from your pricing rules, past wins, and client context to create proposals that close.
Overview
Your sales team spends too much time building proposals from scratch. This system generates professional, branded proposals in minutes. AI analyzes the prospect's needs, pulls relevant case studies and pricing, and builds a customized proposal that hits all the right notes. E-signatures built in. Automatic follow-ups when proposals go unread. Win/loss analytics show which proposal elements convert best so every proposal gets stronger over time.
Features
- AI proposal generation
- Branded PDF export
- Dynamic pricing calculator
- E-signature integration
- Proposal tracking and analytics
- Automated follow-up reminders
- Case study auto-insertion
- Multi-template support
- Client portal for review
- Win/loss analysis dashboard
Integrations
DocuSignStripeHubSpotSalesforceQuickBooksPandaDocCalendlySlack
Tech Stack
Next.jsClaude APISupabaseResendStripe
Best For
Home ServicesProfessional ServicesInsuranceReal EstateRecruitingMed Spa