AI Proposal Automation
A great proposal can win a deal, but building one from scratch every time is slow and inconsistent. AI proposal automation assembles tailored, professional proposals from your content and the prospect's details in minutes, tracks when they are opened, and follows up automatically, so you send better proposals faster and close more of them.
Best fit: Agencies, consultants, and B2B service businesses that send proposals regularly and lose deals to slow or inconsistent ones.
The problems this solves
If these sound familiar, this is exactly the kind of work we automate.
Building each proposal from scratch takes hours.
Proposals vary in quality and consistency across the team.
Slow turnaround lets prospects cool off or choose a competitor.
You never know if a proposal was even opened.
Follow-up on sent proposals is forgotten.
How it works
A clear, low-risk path from first conversation to a working result your team owns.
- 1
Build your proposal library
We turn your best content, case studies, and pricing into reusable, on-brand building blocks.
- 2
Automate assembly
We set up tailored proposal generation that pulls the right sections and details for each prospect in minutes.
- 3
Add review and send
You review and personalize the draft, then send a polished, branded proposal fast.
- 4
Track and follow up
We add open tracking and automated follow-up so you know engagement and no proposal goes silent.
What we automate
Concrete, high-volume workflows that are a strong fit for this service.
Tailored proposal drafting
Proposals are assembled from your content and the prospect's details, customized and professional, in minutes.
Pricing and scope insertion
The right pricing, scope, and case studies are pulled in based on the deal, consistently and accurately.
Open tracking
You see when a proposal is opened and how engaged the prospect is, so you can time follow-up.
Automated follow-up
Sent proposals are followed up on a smart cadence, reviving deals that would otherwise stall.
What this looks like in practice
Real, anonymized scenarios of how this plays out for a small team.
Same-day proposals
A consultancy took days to turn around proposals. Automated assembly let them send polished, tailored proposals the same day, winning deals on responsiveness.
Consistent quality and follow-up
Proposal quality varied by who built it, and follow-up was hit or miss. Standardized assembly plus automated follow-up lifted both consistency and close rates.
Outcomes you can expect
We scope every project around measurable improvements, not vague promises.
Works with the tools you already use
We connect to your existing stack and add intelligence on top. Common integrations for this service:
What affects cost
The complexity and variety of your proposals, the size of your content library, CRM and e-signature integration, and follow-up needs.
See our pricing approach →Getting started
Pick one high-volume workflow that is painful when it falls on a person. On a short call we will map it, scope a narrow pilot, and define what success looks like before any build begins.
Book a free strategy call →Frequently asked questions
How is this different from quote automation? ⌄
Will every proposal look the same? ⌄
Can it tell us if a proposal was read? ⌄
Does it integrate with our proposal tool? ⌄
Ready to explore this for your business?
Book a focused 20-minute call. We will look at your specific workflows and identify the highest-ROI opportunities.
Book an AI Strategy Call