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Automate commercial proposals in sales
We create consistent proposals with your value arguments on the spot, so the team closes more without hours of manual assembly.
Automate commercial proposals in sales
Automating commercial proposals in sales is deployed over your current systems and flows, with human supervision and traceability. Before automating we define which task, which exceptions and what outcome is acceptable.
We work from Barcelona and Madrid and remotely across Spain, Europe, LATAM and the United States. The agent is designed for your real process, not the other way round: integrations, permissions and milestone control.
We hand over the agent, its configurations, repositories and documentation in accounts owned by your company, without lock-in and with the ability to audit or rotate credentials.
We create consistent proposals with your value arguments on the spot, so the team closes more without hours of manual assembly.
THE CHALLENGE
commercial proposals in sales
Leaving commercial proposals in sales to a person is slow and leaves room for error; automating it without governance is a risk. The sweet spot is an agent with rules, exceptions and control.
Proposals rebuilt from scratch
Each rep builds their proposal from a blank document. Time is lost copying content that already exists in other offers.
Outdated content
Terms, prices and legal text change while proposals use old versions. The risk of offering outdated data is real.
No control of sent versions
There is no record of which proposal version was sent to each customer. Negotiations rely on documents nobody keeps.
APPROACH
commercial proposals in sales
An agent with rules, exceptions and milestone control.
Customer and offer data
Customer data and conditions are gathered from the CRM into a single base for the proposal. Content starts from validated data, not memory.
Composition by rules and templates
The proposal is composed with current templates and clauses by offer type. Clauses requiring approval are flagged for review.
Commercial and legal review
The rep reviews the content and the owner validates special terms. Each approval is logged before sending.
Traceable sending and versioning
Each sent proposal stores version, recipient and date. History lets negotiations resume without losing the thread.
DELIVERABLES
commercial proposals in sales
An operational, traceable agent under your control.
Proposal generator
Composition of proposals from templates and validated CRM data.
Current clauses and prices
Updated legal and commercial content applied consistently.
Reviewed and approved proposal
Commercial and legal validation with logged approvals before sending.
History of sent versions
Record of each proposal with version, recipient and date.
TRUST
AI applied to real processes with supervision
AI agents with human supervision, traceability and milestone control since 2008, in Barcelona and Madrid and remote. Code and documentation under your control, without lock-in.
- A clear task and success criteria before automating.
- Human supervision with milestone and exception control.
- A measurable first release before expanding scope.
- Code, configurations and documentation under your control.
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