quoting · office teams
Proposal assembly
Call notes and your rate card become a first draft. No more blank page.
- When it starts
- A fit call ends. Someone opens last quarter's deck and starts copying.
- After we build it
- A branded first draft from the notes and your scope menu. A partner still reviews it.
- Lives in
- Your proposal folder or CRM
- A person still does
- Price, exceptions, and hitting send
- Why it matters
- You reply while interest is still warm.
Without AI
Copy-paste from old decks eats a day.
With AI implementation
First draft from notes and your menu.
We only take this on if you can name the hours and the tool it lives in. If either is missing, we don't build it.
Talk about this