Can it work with my CRM?

We assess your CRM’s API, export options and permissions before agreeing an integration. Bring the name of your CRM and an example of the data you use.

Will proposals be sent automatically?

The starting workflow includes human approval. Any later automated sending needs agreed rules, reliable inputs and exception handling.

How much does proposal automation cost?

Scope depends on the number of templates, pricing rules, integrations and approval stages. We agree the work and quote after reviewing your process.

Proposal Automation for UK Businesses

Turn your brief, approved pricing and client details into a proposal draft your team can review. Spend less time copying data and more time checking the scope.

What the workflow can include

Approved proposal templates Bring your scope of work, terms, branding and pricing rules into a reusable document template.
Data from your existing systems Use the client and opportunity data you already hold. Integration depends on the access and export options your CRM provides.
A review step before sending Flag missing information, check totals and route drafts to the person authorised to approve commercial commitments.

From enquiry to reviewed proposal

1. Map the inputs Review a sample proposal, the source of pricing and the steps your team follows today.
2. Generate a draft Populate the agreed template from the brief and source records. Keep assumptions and missing information visible.
3. Approve and measure Have the team review the document before sending, then compare preparation time, rework and turnaround against the starting process.

When this is a good fit

Repeatable services Agencies and consultancies with recurring proposal sections and a clear approval process.
Rules-based quotes Sales teams working from product data, rate cards or defined discount permissions.
Evidence before expansion Start with one proposal type and representative examples before adding more templates or integrations.

Frequently asked questions

Can it work with my CRM? We assess your CRM’s API, export options and permissions before agreeing an integration. Bring the name of your CRM and an example of the data you use.
Will proposals be sent automatically? The starting workflow includes human approval. Any later automated sending needs agreed rules, reliable inputs and exception handling.
How much does proposal automation cost? Scope depends on the number of templates, pricing rules, integrations and approval stages. We agree the work and quote after reviewing your process.

See the work behind the offer

Explore our products and project examples. If you are deciding where to start, the AI Diagnostic helps assess opportunities, assumptions and priorities.

Discuss your workflow

Tell us what happens today, where it gets stuck and what a better result would look like.

Describe your project Book a 15-minute call