AI Proposal & Quotation Generator
A proposal generator turns your call notes into a formatted, priced, on-brand proposal in minutes. The point is not the writing time saved — it is that the quote goes out the same day, while the prospect still remembers the conversation.
Who it's for
Agencies, contractors, system integrators — anyone quoting bespoke work.
What changes
Quotes go out same-day, while the prospect is still warm.
- Starting at
- ₹75,000
- Timeline
- 3–5 weeks
- Category
- AI Sales Agents
- Built from
- Vashi, Navi Mumbai
Key takeaways
- Same-day quotes close at a meaningfully higher rate than quotes sent a week later.
- Pricing must come from your rate card, never from the model's judgement.
- Approval before send is mandatory, not optional — this document is a commercial commitment.
- Builds in 3–5 weeks from ₹75,000, most of it spent on your pricing rules.
- Best fit for bespoke-scope businesses: agencies, contractors, integrators, fabricators.
The delay is the problem, not the effort
Most businesses quoting bespoke work take between two days and two weeks to send a proposal. The reason is rarely difficulty — it is that writing it requires an uninterrupted hour that never quite arrives, so it slips behind whatever is urgent.
Meanwhile the prospect's memory of the conversation fades, a competitor's quote arrives first and frames the comparison, and the urgency that prompted the enquiry cools. The deal is often lost before your document is written.
Cutting drafting from ninety minutes to ten does not just save time. It changes whether the quote goes out on the day of the call.
How it works in practice
Your salesperson finishes a call and either dictates a two-minute summary or the call recording is transcribed automatically. The agent extracts what was discussed — scope, constraints, timeline, what the client said mattered — maps it to your service catalogue, applies your pricing rules and produces a draft.
The salesperson reviews, adjusts anything the agent got wrong, and sends. Total elapsed time is usually under fifteen minutes.
Where the numbers come from
This is the part to get right, because a proposal with a wrong price is a commercial problem rather than an inconvenience.
| Element | Source | Can the model decide? |
|---|---|---|
| Line item rates | Your rate card | No — looked up |
| Quantities and units | Extracted from notes | Proposed, human confirms |
| Discounts | Your approval matrix | No — flagged for approval |
| Taxes | GST rules by service code | No — calculated |
| Timeline | Your delivery capacity rules | Proposed, human confirms |
| Scope narrative | Call notes + your templates | Yes — drafted |
The model writes prose. It never invents a price. Every number is looked up from a rate card you maintain, and anything requiring a discount routes to whoever is authorised to approve one.
Consistency is the quiet benefit
Ask three salespeople to quote the same job and you will get three prices, three scope descriptions and three sets of terms. That inconsistency shows up later as margin variance nobody can explain and as disputes about what was included.
Generating from a single rate card and template set removes it. It also means when you change a price or a term, it changes everywhere on the next proposal rather than in whichever documents people remember to update.
Scope creep starts in the proposal
Most scope disputes trace back to a proposal that described the work loosely. "Website development" means one thing to you and another to the client.
The generator can be configured to always state exclusions explicitly — what is not included, how many revision rounds, what happens if content arrives late. Salespeople under time pressure habitually omit these because they feel negative. Automating them in means the awkward clarity happens every time, and the arguments six weeks later happen far less.
What is in place at the end
Note or transcript ingestion, extraction of scope and requirements, rate card lookup with GST handling, your templates and standard exclusions, an approval queue with a discount matrix, PDF generation on your letterhead, CRM logging, and reporting on quote-to-send time and win rate by value band.
FAQ
Proposal & Quotation Generator — your questions
Can it price a job we have never done before?
It will map to the nearest items on your rate card and flag the gap clearly for a human to price. It will not invent a number for genuinely novel work. If a large share of your jobs are unprecedented, the return here is smaller and we will tell you that at quoting.
What does it need from the salesperson?
Two minutes of notes or a call recording. The quality of the extraction tracks the quality of the input, so a rushed one-line note produces a thin proposal. Most teams settle into dictating a short structured summary immediately after the call, which is a good habit regardless.
Will it match our existing proposal format?
Yes. We build from your current templates, letterhead and terms rather than imposing a format. If your current template is genuinely poor we will say so and suggest changes, but the decision is yours.
How does it handle GST?
Calculated from your service codes and the customer's state, using rules we configure with your accountant rather than the model's guess. Tax is arithmetic and it comes from a rules table, not from a language model.
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Next step
Want a Proposal & Quotation Generator for your business?
Tell us what the process looks like today and we'll tell you what it would look like automated — and what it would cost.