Commercial Proposal Agent

From discovery notes to signed proposal in under 2 hours

Category: Commercial cycle and marketing
Model: open, installed on your premises
Data: never leaves
Subscription: €0 per month

01Overview

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.

The problem

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.

Our answer

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.

02How it works

Live in four steps.

01
Template & branding setup
Integration of your proposal template (Word, Google Docs or HTML). Alignment with your brand guidelines.
02
Post-call capture form
Structured form (or free transcript) the rep fills in 5 minutes after each discovery call.
03
LLM generation & formatting
The agent generates the proposal content, inserts it into the template, adds visuals and exports as a professional PDF.
04
DocuSign send & tracking
Automatic send via DocuSign or PandaDoc. Notification when the prospect opens or signs. Auto-follow-up at D+3 if unopened.

03What you gain

Results you can measure.

From 8h to 2h

Drafting time drops from several hours to under 2h, with only 5 minutes from the rep. The rest is automatic.

100% personalized proposals

Each proposal uses the prospect's exact words, their specific issues and sector benchmarks. No more generic templates.

Improved closing rate

Sending a polished personalized proposal within 2 hours of the call is one of the strongest professionalism signals.

04Frequently asked

What we get asked before signing.

What output format is supported?

PDF primarily, but also Word (.docx) or Google Slides depending on your template. Always in your brand style.

Can the agent calculate ROI automatically?

Yes, if you provide base data (headcount, volume, current time on task). It estimates the gain and positions it in the proposal.

Do we need DocuSign?

No. The agent also works with PandaDoc, HelloSign, or simply an email send with PDF attachment.

Can the proposal include client testimonials?

Yes. You provide a client case library and the agent selects the most relevant ones by sector and prospect need.

Let's talk about your case for thirty minutes.

A conversation to understand your context, volumes and tools. You leave with a scope and an order of magnitude, no commitment.

+261 38 66 261 00 team@wikolabs.com