Workflow guide
Prepare proposals with less manual work
Shorten proposal preparation and free time for sales conversations.
Calculate my AI Budget01
Problem / opportunity
Each proposal requires collecting prospect details, finding approved wording and assembling a quote.
02
Do I need AI for this?
Templates and formulas can handle standard quotes. AI may help tailor language and interpret less structured requests.
03
What’s my budget?
Enter your workload and hourly wage in the calculator to estimate the value of time saved and your setup-and-running-cost ceiling. Keep extra income separate. These are planning limits, not cash savings or supplier quotes.
04
Can existing tools do this?
Check CRM templates and quoting features, then whether an assistant can work with your approved proposal material.
05
Do I need a custom workflow?
Consider integration when the process must pull CRM data, apply pricing rules, obtain approval and write the result back automatically.
Other opportunities in this function
- Replies to every inbound inquiry within seconds with a tailored answer — wins the lead on speed.
- Qualifies leads in conversation and routes the hot ones to the right rep.
- Drafts proposals and quotes from a prospect's stated needs and your pricing rules.
- Preps reps before a call — researches the prospect and surfaces talking points and objections.