Drafts commercial proposals from templates using deal data. Tracks opens, sends reminders, and reports on win rates, so reps spend time selling, not formatting.
Capabilities
Generates proposals from templates using deal data in your CRM
Customizes content sections based on client industry and needs
Tracks sent proposals, opened, viewed, signed
Sends reminders on unsigned proposals at the right intervals
Reports on proposal-to-close rates and conversion trends
Maintains a library of winning proposal sections and case studies
Goal example
"Draft ready within 30 minutes of request. Every unsigned proposal followed up within 3 days. Proposal-to-close rate above 40%."
That's the entire setup. No prompts. No workflows.
Differentiators
Your AI coordinator pulls deal data, selects the right template, customizes content for the prospect's industry, and delivers a first draft, in minutes. Your rep reviews and sends.
Each proposal is customized with relevant case studies, industry-specific language, and value metrics that matter to that buyer. Not one-size-fits-all.
Every proposal is monitored after sending. Who opened it, how many times, which sections they viewed. Reminders go out automatically when engagement drops.
Your AI coordinator tracks which proposal elements correlate with wins, specific case studies, pricing structures, content sections, and improves recommendations over time.
FAQ
Your AI Proposal Coordinator generates customized proposals from your templates and CRM data, tracks engagement after sending, sends follow-up reminders, and reports on win rates, so your reps focus on closing, not formatting.
No. It works with your existing tools, PandaDoc, DocuSign, Google Docs. Your AI coordinator pulls data from your CRM, generates the draft, and sends it through your existing workflow.
Your AI coordinator uses your pricing grid and standard terms. Any custom pricing request gets flagged to the manager for approval, it never makes pricing decisions independently.
Other workers
Manages deal flow. Preps for calls. Drafts proposals. Keeps the pipeline moving. Never lets a deal go cold.
Cleans your data. Enriches contacts. Fixes pipeline hygiene. Keeps your CRM honest so your forecasts aren't fiction.
Keeps the CRM clean, the pipeline accurate, and the forecast reliable. Flags stale deals, updates stages, and delivers reports, without anyone asking.
Your first Shadow Worker is ready in 30 seconds. No contracts, no workflows to build, no AI to babysit.