Proposal Automation Software for Sales
Let your AI agent handle custom drawings, estimates, and branded bids—so you spend less time in spreadsheets and more time closing deals.
As a sales manager, you wrestle with Excel sheets, email threads, and shared drives to prepare every proposal. Redrafting layouts in AutoCAD, recalculating prices in QuickBooks, and reformatting bids in Word eats up hours. Small mistakes slip through, and the pressure to deliver flawless documents leaves you working late nights.
An AI agent that generates custom drawings, estimates, and bid documents for sales teams, automating proposal prep and reducing errors.
What this replaces
The hidden cost
What this is really costing you
In technical sales, managers and reps spend hours each week creating custom proposals. Pulling specs from Salesforce, updating drawings in AutoCAD, and recalculating estimates in Excel is tedious and error-prone. Every client request means juggling multiple files and templates, risking version mix-ups and slow responses.
Time wasted
5-6 hours/week
Every week, burned on work an AI agent handles in minutes.
Money lost
$14,000-$17,000/year
In salary, missed revenue, and operational drag — annually.
If you keep ignoring it
Ignoring this leads to sending inaccurate bids, losing deals to faster competitors, and damaging your reputation with clients. Over time, staff burnout increases and turnover becomes a real threat.
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
6 hrs/week
of manual work
With your AI agent
1 hr/week
agent-handled
You save
$13,300/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.
Responding to a New RFP
You ask your agent to generate a drawing and estimate for a custom order based on the specs provided in an RFP.
Updating a Bid for Last-Minute Changes
You ask your agent to revise an existing bid after the client sends new requirements.
Comparing Options for a Customer
You ask your agent to prepare two different estimates and drawings so your client can choose the best fit.
Standardizing Proposal Formats
You ask your agent to reformat a bid to match a specific client’s preferred template.
How to hire your agent
Connect your tools
Link your design, document creation, and pricing tools you already use in your workflow.
Tell your agent what you need
Type: 'Create a bid package for Smith Wholesale’s order—include a drawing, estimate, and branded proposal.'
Agent gets it done
The agent delivers a complete, ready-to-send bid package tailored to your customer’s specs.
You doing it vs. your agent doing it
Agent skill set
What this agent knows how to do
Generate Custom Drawings
Pulls client specifications from Salesforce and creates tailored diagrams using AutoCAD templates for proposal inclusion.
Build Accurate Estimates
Calculates pricing and quantities from Excel sheets, producing detailed estimate PDFs for each customer.
Draft Branded Bid Documents
Prepares professional bids in Word, formatted to match your company's branding and client requirements.
Adapt to Client Preferences
Adjusts proposal outputs to match unique customer templates and preferred formats, ensuring every document fits perfectly.
Summarize Key Details
Extracts and organizes critical information from RFPs and emails, giving you a concise summary for quick review.
AI Agent FAQ
Yes, your AI agent links directly to Salesforce for client data and AutoCAD for drawing templates using secure API connections. No need to change your workflow—just connect and start automating.
Absolutely. The agent uses your Word templates and logo files to ensure every bid and estimate is consistent with your brand. You can customize formats for individual clients as needed.
Estimates are based on the data you provide from Excel or QuickBooks. Always review before sending, as the agent calculates totals but relies on your pricing inputs. Multi-currency support is available.
Yes. When specs change, just tell the agent what’s new—it instantly updates drawings, estimates, and bid documents so you stay current and avoid version errors.
All data is encrypted in transit using TLS 1.3. The agent never stores proposal details after processing, and access is restricted to authorized users only.
Yes, the agent automates proposal creation, estimate calculation, and bid formatting for sales teams in technical industries. It replaces manual tasks across Salesforce, AutoCAD, Excel, and Word.
Related tasks
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