Proposal & Quote Generation
The gap between a good call and a sent proposal is usually days, and almost none of that is thinking. It is finding the most recent template, stripping out the previous customer, rewriting the scope section from memory of a call that happened last week, then checking with someone whether the discount is still allowed. By the time it lands, the urgency from the call has cooled.
Everything that slow step needs already exists — the call notes, the pricing rules, the last twenty proposals you sent. Skynet holds them in unified memory and writes the first draft from them, so the rep’s job goes back to being judgement: is the scope right, is the price right, does this read like us.
How it works
Learn your documents
Point the agent at proposals you have already sent and the pricing sheet you actually use. It learns your structure, your tone, your standard terms, and where the numbers come from.
Draft from the deal, not a template
The agent reads the CRM record and the notes from the discovery call, then writes the scope, the pain it addresses, and the pricing to match that specific customer. The parts that vary get written. The parts that never vary get carried over intact.
Check the price against the rules
Discounts, term lengths, and seat tiers get checked against what you have told the agent is allowed. If a deal needs an exception, it says so rather than quietly writing it in.
Approve, then send
The draft comes to you with the deal-specific sections marked. You edit what needs editing and approve. Nothing goes to a customer that a person has not signed off on.
Build it from a prompt
Describe the document you want and where the pieces live.
Turnaround drops from days to the length of a review. More usefully, the proposal reflects the conversation you actually had — because it was written from the notes, not from the last customer’s document with the names changed.