AI Tool for Sales Proposals
Let your AI agent handle repetitive proposal and presentation work. Instantly generate polished, customized decks for each prospect—so you can focus on selling.
You spend hours in PowerPoint and Google Slides, copying content from Salesforce and product sheets. As an Account Executive or Sales Manager, you’re stuck late updating slides and rewording specs for every new client. Manual edits in Excel and endless email chains slow you down and cost you deals.
An AI agent that creates tailored sales proposals and presentations for sales teams, using your CRM data and product specs in minutes.
What this replaces
The hidden cost
What this is really costing you
In B2B sales, Account Executives and Sales Managers waste 4-6 hours every week building proposals and presentations. Copying data from Salesforce, updating product specs in Google Docs, and reformatting slides for each client eats up valuable selling time. Every new request means starting over, leading to delays and frustration. Manual work leaves room for errors and slows your response to prospects.
Time wasted
4-6 hours/week
Every week, burned on work an AI agent handles in minutes.
Money lost
$12,000/year
In salary, missed revenue, and operational drag — annually.
If you keep ignoring it
Ignoring this means slower responses to RFPs, lost deals to faster competitors, and embarrassing mistakes in client-facing materials.
Cost estimates derived from U.S. Bureau of Labor Statistics occupational wage data and O*NET task analysis.
Return on investment
The math speaks for itself
Today — without agent
5 hrs/week
of manual work
With your AI agent
1 hr/week
agent-handled
You save
$9,600/year
every year, reinvested into growing your business
Estimates based on U.S. Bureau of Labor Statistics median salary data and O*NET task importance ratings from worker surveys. Time savings assume 80% automation of eligible task components.
Jobs your agent handles
What this agent does for you
Complete jobs, handled end-to-end — so your team focuses on what matters.
Quick Turnaround for Client Requests
You ask your agent to generate a new proposal for a prospect needing specs by tomorrow.
Tailoring Presentations for Different Industries
You ask your agent to adapt your core presentation for a healthcare client’s needs.
Summarizing Complex Features
You ask your agent to simplify technical product details for a non-technical audience.
Updating Proposals with New Features
You ask your agent to add the latest product enhancements to your standard proposal template.
How to hire your agent
Connect your tools
Link your document creation, cloud storage, and analytics tools you already use for sales presentations.
Tell your agent what you need
Type: 'Create a proposal for ACME Corp highlighting our new analytics features and how they solve their reporting challenges.'
Agent gets it done
The agent delivers a polished, client-ready presentation or proposal tailored to your specs.
You doing it vs. your agent doing it
Agent skill set
What this agent knows how to do
Draft Custom Sales Proposals
Pulls client info from Salesforce and generates tailored proposals in your preferred template.
Build Engaging Presentations
Creates slide decks using product specs and adapts messaging for each audience, ready in Google Slides or PowerPoint.
Summarize Technical Details
Condenses complex product information into clear, audience-specific summaries for both technical and business stakeholders.
Incorporate Latest Product Updates
Automatically includes new features from your product roadmap into all outgoing proposals and presentations.
Customize Content by Industry
Adapts presentations for verticals like healthcare, finance, or SaaS, highlighting relevant use cases and compliance needs.
AI Agent FAQ
Absolutely. Upload your PowerPoint or Google Slides templates and the agent will generate all materials in your preferred style and branding. You can set default templates for different products or industries.
Yes. The agent integrates directly with Salesforce, HubSpot, and Microsoft Dynamics via API. This means it can pull client data, opportunity details, and product specs automatically—no manual entry required.
Definitely. Specify the target audience, industry, and focus, and the agent will adapt language, visuals, and technical depth for each proposal or presentation. You can also set custom rules for regulated industries like healthcare or finance.
All data is encrypted in transit using TLS 1.3 and is never stored after your task completes. The agent only accesses the information needed for each request and does not retain any client or product data.
The agent currently supports English-language documents and integrates with Salesforce, HubSpot, Google Slides, and PowerPoint. Multi-language support and additional CRM integrations are on the roadmap.
Related tasks
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