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Sales · Automation · Starter package

Proposal generator

AI-drafted proposals and pricing documents from deal context and CRM data — in minutes, not hours.

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A guided session with our team.

Video demo coming soon

Discovery notes

DraftProposal

Illustrative preview · sample data

How it works

1Proposal templates built per product / service / deal size
2AI drafts executive summary and value proposition
3Internal approval workflow before sending

What you receive

Proposal templates (per product / deal size)
CRM-triggered draft generation
Branded PDF with e-sign link
Internal approval workflow

Tools and connections

Works around the tools you already use

7 tools listed for this solution

Your tools

HubSpot
Salesforce
Zoho CRM
DocuSign
PandaDoc
Canva
Gmail

How they connect

Direct connection, where the tool allows it
Regular import or export of files
Assisted workflow your team runs

The method for each tool is confirmed during scoping. Logos don’t imply a partnership or a ready-made connector.

Full workflow · 6 steps

01Proposal templates built per product / service / deal size
02CRM data pulled to pre-fill client and deal context
03AI drafts executive summary and value proposition
04Pricing section auto-populated from product catalog
05Branded PDF generated with e-sign link
06Internal approval workflow before sending

Everything included · 6 deliverables

Proposal templates (per product / deal size)
CRM-triggered draft generation
Branded PDF with e-sign link
Internal approval workflow
Sent proposal tracker
Win rate by proposal type

What we’ll need from you

Proposal templates built per product / service / deal size
Access to the relevant tools and a sample of real data
A named owner on your team to review outputs

Human review

Your team reviews outputs before they are used, filed or sent. Exceptions are flagged for a person to decide.

Delivery and support

Package: Starter · price shared on enquiry
Tentative build time: 1–2 weeks, confirmed after your demo
Maintenance & support: Email within 24h, in your SUITE AI Workspace
Billing: One-time build fee plus monthly maintenance in your SUITE AI Workspace
Availability: Built and scoped for each business — not an off-the-shelf product.

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