Ai1 Sales Automation
Proposal Generator
Ai1 pulls deal context from your CRM, applies your proposal templates, and generates polished, personalised proposals — complete with scope, pricing, timelines, and case studies from similar wins.
Four Proposal Dimensions
Ai1 doesn't just fill in a template — it analyses the deal context, matches past wins, and tailors every section to the prospect's specific needs and industry.
Contextual Deal Analysis
Pulls the prospect's company details, deal notes, discovery call summaries, and pain points from your CRM — then uses them to personalise every section of the proposal.
Win Pattern Matching
Analyses your past proposals to identify which structures, case studies, and pricing models correlate with wins — then applies those patterns to new proposals.
Brand-Consistent Formatting
Applies your brand templates, colours, fonts, and formatting standards — producing proposals that look like your team spent hours on design.
Smart Pricing Assembly
Pulls pricing from your rate card, applies deal-specific discounts, calculates project totals, and formats pricing tables — with optional tiered options.
Four Steps to a Winning Proposal
Trigger from CRM
When a deal moves to "Proposal" stage (or on manual trigger), Ai1 pulls all deal context: company info, contacts, notes, discovery call summary, and requirements.
Match & Personalise
Claude AI matches the deal against past wins by industry, size, and problem type — selecting the best template, case studies, and approach for this specific prospect.
Generate Draft
Produces a complete proposal: executive summary, problem statement, proposed solution, scope of work, timeline, pricing, case studies, and terms.
Review & Send
Delivers the draft to the sales rep for review — they make final tweaks, add personal touches, and send. Most reps edit less than 10% of the content.
Your Proposal Includes
A complete, ready-to-send proposal generated from your CRM data and winning patterns — not a generic template.
Executive Summary
A personalised overview of the prospect's challenge and your proposed solution — written in your brand voice, referencing their specific pain points from discovery.
Scope of Work
Detailed deliverables, milestones, and acceptance criteria — structured from your service catalog and tailored to the deal's specific requirements.
Timeline & Milestones
Realistic project timeline based on your historical delivery data — with key milestones, dependencies, and client responsibilities clearly outlined.
Pricing & Options
Professional pricing tables with optional tiers (Good / Better / Best) — calculated from your rate card with any deal-specific adjustments applied.
Relevant Case Studies
Two or three case studies selected for maximum relevance — same industry, similar problem, comparable company size — with measurable results highlighted.
Terms & Next Steps
Standard terms, payment schedule, and clear next steps — with a professional closing that makes it easy for the prospect to say yes.
"Our sales team was spending 3–4 hours per proposal, and half the time they were copying from old proposals anyway. Now Ai1 generates a first draft in minutes that's better than what most reps were producing manually."
Explore All Ai1 Automations
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View all automations →Manual Proposals vs Ai1 Proposal Generator
Ready to Generate Better Proposals Faster?
Turn your CRM data into polished, personalised proposals — generated in minutes, tailored to every deal, and designed to win.