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AI Quote & Proposal Assistant
Standard intake, controlled proposal drafts — quotes go out faster, and nothing unapproved leaves the building.
What it is
The Quote & Proposal Assistant standardizes how requests come in — a structured intake that captures everything sales needs — then drafts quotes and proposals from your approved pricing, terms and templates.
Every draft goes through human approval before it's sent. Pricing rules stay in your control; the AI just does the assembling, the formatting and the follow-up drafts.
What's included
- Structured intake forms and checklists
- Pricing rules and approval matrix
- Proposal templates and document generation
- Human review and sign-off flow
- CRM and email integration
- Version history and audit trail
How we deliver
We map your quoting process, encode the rules, and run a pilot on real requests with full human review.
Step 1
Map the quoting process
Intake, pricing logic, approvals — as it actually happens today.
Step 2
Encode the rules
Pricing, discounts and terms become rules the assistant can't break.
Step 3
Pilot on real quotes
Drafts go out only after human sign-off, until the process is proven.
A good fit if…
- Quotes take days and arrive inconsistent.
- Intake is missing details, causing back-and-forth.
- You want speed without losing pricing control.
Quotes going out too slowly?
Walk us through one quote — we'll show you where the time goes.
Start a project