From discovery notes to signed proposal in under 2 hours
Every hour between the end of a discovery call and sending the proposal is an hour the prospect is cooling down. Yet writing a personalized proposal, formatting it and sending it takes an average of 4–8 hours. The Commercial Proposal Agent generates a complete draft from your call notes, formats it as a professional PDF and sends it via DocuSign · in under 2 hours.
Long turnaround times give prospects time to contact competitors. Quality varies by rep. Generic proposals are less convincing than personalized ones. And every hour spent writing is an hour less spent prospecting.
After a discovery call, the rep fills a quick form (or pastes their transcript). The agent generates a structured document: need summary, proposed solution, estimated ROI, investment, next steps. The PDF is formatted to your brand guidelines and sent via DocuSign API for electronic signature.
Integration of your proposal template (Word, Google Docs or HTML). Alignment with your brand guidelines.
Structured form (or free transcript) the rep fills in 5 minutes after each discovery call.
The agent generates the proposal content, inserts it into the template, adds visuals and exports as a professional PDF.
Automatic send via DocuSign or PandaDoc. Notification when the prospect opens or signs. Auto-follow-up at D+3 if unopened.
Drafting time drops from several hours to under 2h · with only 5 minutes from the rep. The rest is automatic.
Each proposal uses the prospect's exact words, their specific issues and sector benchmarks. No more generic templates.
Sending a polished personalized proposal within 2 hours of the call is one of the strongest professionalism signals.
Free 30-minute audit. We analyze your context and deliver a concrete roadmap.