AI Solution

✍️ AI Proposal Generator

Quotations and proposals in minutes, follow-up on autopilot.

⚠️

The business problem

Producing quotations is slow and inconsistent. Deals stall while documents are drafted, pricing errors creep in, and follow-ups get forgotten.

The solution

An AI agent that collects customer requirements, calculates pricing from your rules, generates branded quotations and proposals, routes internal approvals and follows up with the customer automatically.

How it works

From setup to results

Captures requirements via a guided conversation or form

Applies your pricing rules, margins and discount policies

Generates a branded PDF proposal in minutes

Routes discount approvals when thresholds are exceeded

Tracks opens and sends timed follow-ups automatically

📈 Expected ROI

  • Quote in minutes instead of days
  • Zero pricing errors from stale spreadsheets
  • Automatic follow-up lifts close rates
  • Full visibility of every open quotation

⏱️ Implementation timeline

3–4 weeks including pricing-rule setup.

Discovery & designWeek 1
Build & integrationWeeks 1–3
Pilot with real usersWeeks 3–4
Rollout & optimisationOngoing
FAQ

Questions about AI Proposal Generator

Yes — proposals are generated from your template with your branding, terms and layout.

Your price book and rules are configured once and maintained by your team — changes apply instantly.

Yes — quotes are logged against deals and status syncs both ways.

See what AI Proposal Generator could do for your numbers

Book a free AI Readiness Assessment and get an ROI estimate specific to your business — worth SGD 1,500, at no cost.

Book a FREE AI Readiness Assessment →