AI-Assisted Proposal Workflow
Bring proposal drafting, client review, document delivery, and follow-up into a more structured workflow. AI-assisted drafting and integrations can be scoped around your team’s proposal process.
Keep Proposal Work
Moving Clearly
A consistent process can help teams prepare initial drafts from project context, keep review steps visible, and reduce hand-offs. Outputs should be reviewed before they are shared with a client.
- AI-assisted draft preparation
- Client review workflow
- Proposal activity insights
Generative AI Engine
AI-assisted drafting can produce an initial executive summary, project overview, market notes, or technical outline from information your team supplies. Team members should review and edit each output before sharing it externally.
Secure Client Portal
Share a unique link for client review and proposal download. Digital acceptance, e-signature, audit-trail, and retention requirements should be confirmed for each use case before a contract workflow is relied upon.
Deal Desk Analytics
Where tracking is enabled, proposal views and review events can inform pipeline activity. Pricing suggestions depend on the data and rules configured for your business.