Will the agent understand our highly technical products?

Yes, your agent is trained to handle technical language and can use your templates, specs, and past documents to generate accurate responses.

Can I review and edit everything before it’s sent out?

Absolutely. The agent prepares drafts for your approval—you’re always in control before anything goes to a customer.

Is my customer and deal data secure?

Yes, your data stays private and is only used to fulfill your requests. We use enterprise-grade security protocols.

How does the agent handle custom or unusual requests?

You can give the agent specific instructions or upload examples. It adapts to your unique sales processes and requirements.

Will it really save me time, or just add steps?

The agent eliminates repetitive admin, freeing up hours each week so you can focus on technical work and customer conversations.

Stop Drowning in Sales Engineering Admin

Automate proposals, contracts, and technical docs—so you can focus on closing deals.

You spend hours every week buried in proposals, contracts, and endless research. It’s exhausting, repetitive, and keeps you from the technical work and customer conversations that actually matter.

Get Early Access→

The hidden cost

What this is really costing you

Sales Engineers juggle complex proposals, technical documentation, and constant collaboration with sales teams—often under tight deadlines. Every week is spent chasing down details, updating reports, and responding to RFPs. The manual grind eats into time for real engineering and relationship-building.

Time wasted

8-12 hours/week

Every week, burned on work an AI agent handles in minutes.

Money lost

$36,250/year

In salary, missed revenue, and operational drag — annually.

If you keep ignoring it

Manual busywork means missed deals, slower response times, and less time for strategic selling. Burnout rises and technical expertise is wasted on repetitive admin.

Return on investment

The math speaks for itself

Today — without agent

25 hrs/week

of manual work

$36,250/year/ year

With your AI agent

5.0 hrs/week

agent-handled

$7,250/year/ year

You save

$29,000/year

every year, reinvested into growing your business

Jobs your agent handles

What this agent does for you

Complete jobs, handled end-to-end — so your team focuses on what matters.

Respond to a Complex RFP Overnight

You ask your agent to draft a tailored response to a new client’s request for proposal, including all technical specs and compliance details.

Generate a Custom Sales Contract Instantly

You ask your agent to create a contract for a new deal, pulling in the latest product configurations and pricing.

Research New Market Opportunities Fast

You ask your agent to find and profile potential customers in a new industry segment, summarizing key contacts and needs.

Update Sales Forecasting Reports Automatically

You ask your agent to generate up-to-date sales forecasts and activity reports for your weekly team meeting.

How to hire your agent

Connect your tools

Link your CRM, database management, and project tracking tools to centralize customer and sales data.

Tell your agent what you need

Type: 'Draft a proposal for Acme Corp’s RFP, including our latest product specs and compliance info.'

Agent gets it done

The agent delivers a complete, formatted proposal ready for your review and submission.

You doing it vs. your agent doing it

You doing it

Your agent doing it

You get back

Manually gather requirements, write technical sections, and format documents.

Agent assembles and customizes RFP responses in minutes.

3 hrs/week

Copy-paste terms, update pricing, and check compliance for each contract.

Agent generates accurate, up-to-date contracts instantly.

2 hrs/week

Search databases and industry news, compile lists and profiles by hand.

Agent finds and summarizes new leads automatically.

2 hrs/week

Aggregate data from multiple sources, create reports, and check for errors.

Agent updates and formats sales forecasts on demand.

1 hr/week

Agent skill set

What this agent knows how to do

Proposal & RFP Automation

Drafts, customizes, and responds to proposals and RFPs based on your requirements and templates.

Sales Support & Collaboration

Summarizes customer requirements, prepares sales materials, and generates technical answers for your sales team.

Contract & Report Generation

Creates sales/service contracts, keeps sales forecasting reports updated, and documents account activities automatically.

Market & Customer Research

Finds and profiles potential customers, identifies resale opportunities, and tracks industry trends for you.

Product Configuration & Recommendations

Suggests product configurations and documents cost-saving recommendations for customers.

Technical Documentation Creation

Drafts technical documentation and training materials for team and customer use.

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Automatable tasks

Document account activities, generate reports, and keep records of business transactions with customers and suppliers. →Report to supervisors about prospective firms' credit ratings. →Research and identify potential customers for products or services. →Arrange for demonstrations or trial installations of equipment. →Keep informed on industry news and trends, products, services, competitors, relevant information about legacy, existing, and emerging technologies, and the latest product-line developments. →Provide information needed for the development of custom-made machinery. →Recommend improved materials or machinery to customers, documenting how such changes will lower costs or increase production. →Develop sales plans to introduce products in new markets. →Secure and renew orders and arrange delivery. →Plan and modify product configurations to meet customer needs. →Develop, present, or respond to proposals for specific customer requirements, including request for proposal responses and industry-specific solutions. →Identify resale opportunities and support them to achieve sales plans. →Collaborate with sales teams to understand customer requirements, to promote the sale of company products, and to provide sales support. →Create sales or service contracts for products or services. →Maintain sales forecasting reports. →Train team members in the customer applications of technologies. →Write technical documentation for products. →

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