AgentsPhase 3 — Build
Sales Proposal Generator
Sales reps spend half a day assembling proposals from scattered templates, pricing sheets, and stale case studies.
What we build
- 1Prompt-driven proposal builder with brand templates and approved asset library
- 2CRM context injection (account, deal stage, prior touchpoints) from Dynamics or Salesforce
- 3Versioning and approval workflow with redline tracking
Timeline
4–6 weeks
Price band
SMB $15k–$30k
Enterprise $45k–$110k
Sustainment
$2k–$7k / mo
Technology stack
GPT-4oDynamics 365M365 CopilotPower Automate
Paired course
AI for Sales & Marketing
Industries
B2B (all sectors)
Functions
Ready to scope this PoC?
Book a 30-minute discovery call. We’ll write a fixed-scope, fixed-price proposal within 5 working days.