Sales proposal software with AI: the right proposal, approved and sent the same day
The salesperson copies the last proposal, swaps the customer name and forgets to change the delivery clause. Pricing depends on a spreadsheet that only the senior seller knows how to use. A discount is approved in the hallway and afterwards nobody remembers the terms.
Sales proposals with AI, step by step
Scope from the conversation
The agent reads the meeting notes and the CRM and builds the draft with the scope, items and timeline the customer asked for, using the company's official templates.
Price from the official rule
Prices, taxes and terms come from the price list and the ERP, not from memory. The agent calculates margin and shows the impact of each discount.
Discounts with an approval level
If a discount goes beyond the salesperson's limit, the proposal enters an approval flow with the manager or director, with a deadline and a record of the decision.
Sending and tracking
Once approved, the proposal goes to the customer as a PDF or for e-signature. The agent tells you when it was opened and schedules the follow-up.
Less repetitive work. More control.
- Proposals in the company standard, every time
- Discounts approved with a record
- Margin visible before sending
- Salespeople spend time with the customer, not on formatting
Systems used in this solution
Ready-made AI teams for this work
Outbound prospecting team
It finds the accounts that fit, reads what they are doing right now and writes a first message that sounds like it came from a person.
Lead qualification team
Every form, ad and WhatsApp lead gets a quick reply, a few good questions and, if it fits, a meeting on your seller's calendar.
WhatsApp sales team
It answers product questions, puts the quote together and follows up with the buyer who said "let me think about it".
Questions about sales proposals with AI
Can the AI make up a price?
No. Price and terms come from your price list and the ERP. The agent only assembles, calculates and formats what is already defined.
Does it work for complex technical proposals?
Yes. The agent uses the base of previous proposals and the company's technical documents, and the specialist reviews the technical parts before sending.
Does it integrate with e-signature?
Yes, with Clicksign and DocuSign. When the customer signs, the opportunity is updated in the CRM. Clicksign is a Brazilian e-signature service.
Who sees margins and discounts?
You decide. Salespeople can see only the final price, while managers and leadership see margin and the approval history.
