The bottleneck
Sales lives in the CRM, the back office lives in the ERP, and quotes get keyed into both by hand. Work piles up. A proposal that went out the door sits for days without a single nudge. And too often a quote misses the one relevant reference that would have nudged the prospect over the line.
How AI solves it
- Drafting with the right case studies: the platform pulls the details from your CRM, adds relevant cases from your website, and builds the quote in your house style. Polished proposals in minutes, with the references that fit.
- Dictate it or chat it: speak from the car, for example "quote for client X, item Y, two units". The AI recognises products from your catalogue, asks for confirmation, and creates the quote in both the CRM and the ERP.
- Automatic follow-up: if a quote went out five days ago with no reply, the platform writes a friendly nudge, reminds the sales rep, and updates the deal status. When the client replies, it picks up from there.
From static PDF to experience proposal
A PDF is a print format, not something built to sell. Instead you send your prospect a link: an interactive experience proposal shaped around their company, with their logo, their challenges and their context. They scroll through a clear problem analysis, pick the solutions that matter most to them and watch the budget move in real time, look over the timeline and the team, and sign digitally with one click.
AI does the heavy lifting before you write a word: it researches the prospect, their company, their industry and their likely pain points, and pours that straight into the proposal. So it feels made for them, because it is. The payoff: higher engagement, faster decisions and fewer revision rounds. Read more in our blog post AI-powered proposals that close more deals.
Systems involved
- Your CRM (HubSpot, for example) and ERP, kept in sync automatically
- An interactive proposal layer on top of your existing CRM and quoting tool
- A vector store holding your own cases and references
- Speech-to-text to dictate quotes on the move
- Email for the follow-up and the deal status
What it delivers
- Polished proposals in minutes, with the right references
- A quote that is ready before you are back at the office
- A steady follow-up cadence, no quotes left sitting
- Sales focused on closing instead of on manual data entry
- Higher engagement and faster decisions, with fewer revision rounds
Related services
- Custom apps: the quoting app that brings dictation, drafting and follow-up together.
- AI: the models that recognise your catalogue and write the text.
- Connect: keeping CRM and ERP in sync automatically.
Related terms
- RAG: lets the AI base your quote on your own cases and data.
- Vector store: where your references and cases stay searchable.
- Speech-to-text: to dictate quotes while you are out.
