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AI Agent
Sales Automation
Commercial Ops
Proposal Generation
AI Proposal and Quoting Agent
An AI SDR-style agent built to accelerate, standardize, and personalize commercial proposals after client meetings.
About the Project
We built an autonomous proposal and quoting agent for a client that needed to speed up and standardize post-meeting commercial proposals.
Before the project, proposal creation was slow, manual, and highly dependent on who prepared it, leading to inconsistent narratives and too much rework from scratch.
The new agent transformed meeting briefings and transcripts into structured summaries, generated proposal drafts with scope, timeline, and budget guidance when available, and adapted the commercial narrative based on lead type and regional context.
Key Features
- Transformation of meeting briefings and transcripts into structured opportunity summaries
- Standard proposal template with variations by lead type such as public sector, corporations, cooperatives, and associations
- Regional narrative adjustments for different markets and buyer profiles
- Automatic draft generation for scope, timeline, and budget sections when inputs were available
- Project-by-project organization with separated history and files per proposal
- Commercial team enablement so the sales operation could use the agent consistently
Technologies Used
AI Agent
Prompt Engineering
Transcript Processing
Proposal Automation
Results
Faster
Post-meeting proposal turnaround
More consistent
Commercial narrative and structure
Reusable
Proposal history and organized project context
Adoptable
Commercial workflow ready for team usage and iteration