ViBe://AUTOMATE
AI Proposal Writer
Proposal creation is one of the most time-consuming parts of the sales process — gathering information, calculating pricing, selecting case studies, formatting, and tracking versions. An AI Proposal Writer handles the document work so your team focuses on the client relationship.
What it handles
From brief to draft, automatically.
The AI Proposal Writer connects to your CRM, document management system, and template library — generating a complete first draft from a defined intake brief.
- Generate proposal structure and narrative from a completed project brief
- Pull relevant case studies from your library based on industry and service type
- Apply pricing rules and calculate line-item estimates from scope inputs
- Format the document to match your approved proposal template
- Track versions and maintain a change log for each proposal
- Flag sections that require custom language or client-specific terms for human review
Systems it connects to
Integrated with your document workflow.
Reads deal context, client history, and previous proposal data.
Google Drive, SharePoint — creates, versions, and organizes proposals.
Pulls from approved case studies, section templates, and pricing tables.
How it runs
Brief submitted → draft delivered.
Human approval points
Where your team shapes the final output.
- Pricing review and approval before any proposal is sent to a client
- Scope exceptions and non-standard engagement structures
- Client-specific terms and custom contract language
- Final approval on the completed proposal before delivery
- Changes to template library or approved case studies
Capacity recovered
Illustrative monthly time savings.
Monthly capacity recovered
~18 hrs
Illustrative estimate
Typical implementation time
2–4 wks
From kickoff to live
Average draft-to-delivery time
~2 hrs
vs. typical 1–2 day cycle
Capacity estimates are illustrative. Actual hours recovered depend on proposal volume, template complexity, and the number of custom sections required per engagement.
Implementation
Live in 2–4 weeks.
01
Discovery
Audit your proposal library, pricing structure, and current intake process.
02
Build
Configure template library, pricing rules, case study database, and document integrations.
03
Pilot
Run on 2–3 live proposals. Compare AI draft to final approved version and calibrate.
04
Full rollout
Activate for all new proposals. Monitor approval cycle time and revision frequency.
Security & data handling
Proposal and pricing data stays in your systems.
Document access scoped to workspace
Access limited to the approved template library and designated proposal folders. No access to financial records or other document areas.
Pricing rules stored internally
Pricing logic is configured in your environment. No pricing data is sent to external services for processing.
Version audit trail
Every draft, revision, and approval action is logged with timestamp and user reference.
Client data handling
Client-specific information used in proposals is pulled from your CRM — not stored separately by the AI system.
FAQ
Common questions.
How does the AI know what to include in a proposal?+
It pulls from a brief or intake form your team fills out, combined with your template library, approved case studies, and pricing rules configured at setup. The output is a draft — your team reviews and refines before it goes to the client.
Can it handle custom pricing for non-standard engagements?+
Standard pricing calculations are automated. Non-standard pricing, discounts, and scope exceptions always require human review and approval before the proposal is finalized.
What document formats does it produce?+
We configure output to match your current format — Google Docs, Word, PowerPoint, or PDF. Version tracking is maintained in your document management system.
How does version control work?+
Each draft is saved with a version number, timestamp, and change log. The AI can generate comparison summaries between versions on request.
Get started
Build your AI Proposal Writer.
Book a demo to walk through your current proposal process and get a scoped build plan with template library setup, pricing logic, and a go-live timeline.