AI Contract and Proposal Automation
Send a polished proposal right after the discovery call.
The proposal that arrives tomorrow loses to the one that arrives tonight.
Scoped to your business. Free 20-minute strategy call, no commitment. Or call (702) 609-0182.
Why this keeps costing you.
Every hour between a great discovery call and a delivered proposal is an hour the prospect cools down and competing options enter their consideration.
Today
- Proposals take hours to put together after a great discovery call.
- Every hour of delay, the prospect cools down and other options get a look.
- Unsigned proposals sit without follow-up.
With the agent
- A customized proposal is generated from your discovery notes in minutes.
- Scope, pricing, timeline and terms populate from your templates.
- E-signature and automated follow-up keep the deal moving.
Every request lands somewhere useful.
We build an AI proposal system that generates a customized, professional proposal from your discovery call notes in minutes. Scope, pricing, timeline, and terms all populated automatically.
Once a proposal is signed, AI client onboarding automation picks up the next step. See 5 business processes Las Vegas companies should automate.
The decision logic we mapped picks the right proposal template for the scope you discussed.
Tap any step to see what happens there.
An example written to show how the flow works, not a recording or transcript of a real customer.
It works inside the tools you already run.
The agent is connected to the systems below during setup, so its work shows up where your team already looks instead of in another tab.
Everything included.
- Proposal template system with dynamic field population
- AI-generated copy from discovery inputs
- E-signature collection with audit trail
- Automated follow-up for unsigned proposals
- Closed-loop reporting from send to signed
From first call to live in four steps.
We build it, connect it and test it before a real customer or team member depends on it. You approve what it says and how it hands off.
- 01
Templates
We design your proposal templates and map decision logic for different scopes.
- 02
AI Layer
We build the generation workflow from discovery inputs to ready-to-send proposal.
- 03
Signatures
E-signature integration and follow-up automation.
- 04
Training
Sales team trained in one session.
AI Contract and Proposal Automation FAQ
Does the AI decide our pricing?
No. Pricing and terms come from the templates and decision logic you approve. The AI drafts the proposal copy from your discovery inputs, and your team reviews it before it is sent.
How does signing work?
Proposals and contracts go out with e-signature collection and an audit trail. If a proposal is not signed, automated follow-up goes out so it does not stall.
How long does it take my team to learn?
The sales team is trained in one session. The system is built around how you already sell, so the change is mostly that proposals stop taking hours.
How is it priced?
Every build is scoped to your business, your systems and your team, so we do not publish a rate card for AI work. Start with a free consultation: we map the workflow with you and give you a written scope with no obligation.
Tell us where the work gets stuck.
Book a free consultation and walk us through the work this agent would take on today. We will show you how it would handle that work and scope the build to your business. Or call (702) 609-0182.