An AI Proposal Generator That Drafts a Deal in Minutes
Reps lose hours rebuilding the same proposal from scratch. This tool pulls the deal details, drops in the right sections, scope, pricing and terms, keeps it on-brand, and hands the rep a draft to review and send.
50+ ERP and software projects. Zero failed projects since 2021.
Faster turnaround wins more deals
A proposal that lands the same day keeps the deal warm. The tool cuts the drafting time so reps spend their hours selling, not formatting.
Reps get a draft instead of a blank page
Most proposals are the same document with different numbers. Instead of copying an old file and editing every line, the rep opens a draft that already has the customer, the scope, the pricing and the terms in place, ready to review.
- No more copy-paste from last month's file.
- The right sections already filled in.
- Hours of formatting removed from every deal.
The draft reflects the actual deal, not a generic template
The generator reads the deal, customer and product details from your CRM or ERP and your approved proposal content. So the numbers are real, the wording is the wording your business already uses, and the rep is not fixing mistakes the tool introduced.
- Customer and product details pulled in automatically.
- Pricing that matches your rules and the live deal.
- Approved wording, not invented text.
Every draft is built from the same clear sections
The AI assembles each part from your data and your template, so the rep always gets a complete, consistent structure to work from.
From deal details to a ready draft in five steps
A proposal tool that fits how your sales team already works
We build the generator around your data, your template and your approval flow, so it feels like part of your process.
Tailored drafts
A complete proposal draft for each deal, with the sections, scope, pricing and terms already in place.
CRM and ERP pull
A connection to your systems so customer, product and pricing details flow in without re-keying.
On-brand template
Your layout, tone and sections applied to every draft, so proposals look consistent across the team.
Pricing rules
Your discount bands, bundles and terms built in, so the numbers follow the rules the business set.
Review and edit step
A clear review screen where the rep personalises the draft and approves it before anything is sent.
Model-agnostic build
We fit the AI model to your data, budget and privacy needs, and can swap it later without a rebuild.
What changes once the tool is in place
Why teams choose TCB Infotech to build it
AI proposal generator questions
What does an AI proposal generator do?
Where does the proposal content come from?
Does the AI send proposals on its own?
Will the proposals stay on-brand and consistent?
Which AI model does it use?
How long does it take to set up?
Get Proposals Out the Same Day
Book a free consultation. We will look at your deal data, your template and your sales flow, and show you what an AI proposal generator would do for your team.
Book a Free Consultation →No commitment. A practical first look at your proposal workflow.
What Is Inside an AI Proposal Generator
The tool is built around your data, your template and your sales flow. Here is what it does at each step, from reading the deal to handing the rep a draft to review and send.
From your deal data to a draft the rep can send
It reads the deal from the systems you already run
The generator connects to your CRM or ERP and pulls the customer, products, pricing and deal history. The rep does not re-key anything, and the draft starts from real figures instead of a blank template.
- Customer and product details read automatically.
- Live pricing pulled from the deal.
- No copy-paste between systems.
It builds the draft from your template and your rules
The AI drops the details into your layout, applies your tone and sections, and builds the pricing table from your discount and bundle rules. Every draft comes out consistent, whichever rep started it.
- Your sections, tone and layout applied every time.
- Pricing that follows the rules the business set.
- Approved wording, not invented text.
The rep approves and personalises before anything is sent
The draft opens on a review screen where the rep checks the numbers, adjusts the tone for the customer, and edits anything they want. Nothing goes out until the rep approves it, so a person is always in control.
- A clear review screen for every draft.
- Room to personalise the tone and details.
- The rep decides when to send.
Everything the tool delivers
Tailored drafts
A complete proposal for each deal, with sections, scope, pricing and terms already in place.
CRM and ERP pull
A connection to your systems so customer, product and pricing details flow in without re-keying.
On-brand template
Your layout, tone and sections applied to every draft, consistent across the whole team.
Pricing rules
Your discount bands, bundles and terms built in, so the numbers follow the rules you set.
Review and edit step
A review screen where the rep personalises the draft and approves it before it is sent.
Model-agnostic build
We fit the AI model to your data, budget and privacy needs, and can swap it later without a rebuild.