AI assembles a tailored proposal from your templates plus the prospect’s details, so you edit instead of start from zero.
How it works
AI merges your proposal template with the prospect’s details and your call notes, personalizing the problem and outcome sections while keeping your pricing intact.
The guardrail
It drafts, you approve — you stay in charge. Nothing goes out without your okay.
Tools that do this: OpenAI · your proposal template
Prompt to start with
Using our template: [template] and these prospect notes: [notes], write a tailored first-draft proposal. Keep our pricing structure; personalize the problem and outcomes sections.