A tailored proposal and quotation in minutes, not days

The assistant uses your meeting notes and price list to draft a proposal that fits the customer. Your rep checks it before it is sent.

Discuss your business needs See how it works

From a meeting to a proposal ready to send

The assistant does the drafting and the sums. You check every page before it goes out.

New proposal

Reading your tools

Got it. I will use your template, your price list and the meeting notes.

Stage 1

It learns.

First, it learns how you write and what you charge.

Learns your style
Share a few proposals you are proud of. It follows your layout and your tone.
Reads your price list
Packages, prices and discount rules, so the numbers are always right.

Quotation

Building the quote0 lines priced

GGrowth packagePackageSetup and twelve months of support
TTeam trainingTraining for 12 staff
TTimelineFrom the meeting notes
TTotalBefore tax

Stage 2

It builds.

Then it puts the proposal together.

Reads the meeting notes
Their goals, their team size and what they asked for.
Picks the right package
It matches the needs to your packages and applies your rules.
Writes the proposal
Their goals, your plan, a timeline and a clear price.

Proposal

To Tan & Co Dental Group

Subject Proposal: training and growth package

EditApprove and send

Deal moved to Proposal sent.

Stage 3

It hands over.

Finally, it gives the proposal to you.

Sends it to your rep
A finished draft in your template, ready to read.
Asks for approval when needed
A discount over your limit goes to your manager with one click.
Updates the deal
The CRM shows that a proposal was sent, and when.

Made for anyone who writes proposals by hand

Two people exchanging a business card in an office.

The rep who loses days to proposals

A first draft in minutes, while the customer is still keen.

Writing a proposal takes a day, and the customer cools off while they wait.

Two colleagues discussing ideas beside bookshelves.

The founder who prices every job

Prices that always follow your list and your rules.

You build each quote from scratch, and sometimes the numbers are wrong.

A small team discussing plans around a table.

The sales leader

One style for every proposal and a quick approval step for discounts.

Every proposal looks different, and you only see the mistakes after they are sent.

A team working around a table covered in plans and sticky notes.

The studio or agency

More time on the work you are proud of.

Your team spends evenings on quotes instead of the work itself.

What changes for your team

Without the assistantWith the Proposal & Quotation Builder

Proposals take days to write

A first draft takes minutes

Every proposal looks different

Every proposal follows your style

Pricing mistakes slip in

Prices follow your rules

Customers cool off while they wait

Customers get answers while interested

Testimonials from teams who use it every day

A proposal the same afternoon

“After a site visit I send the proposal the same day. Customers say we are the fastest to reply.”

Wei Jie NgInterior Designer

Singapore

Kuala Lumpur

Hong Kong

Mumbai

Dubai

Ho Chi Minh City

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