Automate commercial proposal creation from 3h to 10 minutes.
The firm spent 3 hours per customized commercial proposal, with frequent inconsistencies and a
non-scalable process.
Critical problems:
Structured client needs collection.
Automatic PDF proposal generation.
Automatic calculation based on options and volume.
Client fills out structured form with option choices.
Formulas automatically apply pricing grid + volume discounts.
Complete proposal created with logo, client details and terms.
Automatic email + D+3 follow-up if no response.
creation time (vs 3h)
conversion rate
consistency
"Our proposals are now sent in just a few clicks. Impressive."
— Partner, Consulting Firm