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A branded proposal.
Two hours after the call.
The Proposal Generator Agent reads your discovery call transcript, extracts what the prospect actually said, and produces a fully structured, client-specific proposal - branded, formatted, and ready to send as a PDF.
Watch AI turn discovery calls into branded proposals
Try the live demo
Built around your proposal workflow • AI-assisted • Human approved • Nothing is sent automatically.
5 days
First proposal live
£1,995
Pilot Price
<2 hrs
Proposal turnaround
What it actually does.
The Proposal Generator Agent connects to your call recording platform – Fireflies, Otter, or equivalent, and your CRM.
After each discovery call it extracts the prospect’s specific pains, language, and priorities, then generates a fully structured, branded proposal document.
Section content, pricing, methodology, and case study selection are all tailored to what was actually discussed. Your team reviews, edits, and sends as a PDF.
What the agent reads.
- Discovery call transcripts
- CRM records and opportunity notes
- Client pain points and requirements
- Existing proposal templates and pricing structures
- Relevant case studies and delivery capabilities
- Past proposal versions and follow-up history
What the agent prepares.
- Branded proposal drafts
- Scope summaries and solution positioning
- Client-specific pricing and timelines
- Recommended case studies and proof points
- Follow-up emails and next-step actions
- Structured PDFs ready for review and sending
What would your support team do with the context already assembled?n
Book a 20-minute call. We'll map your Zoho Desk setup and show you exactly what the agent would produce on your live ticket queue - before you commit to anything.
- Built on Zoho Desk - no platform migration required.
- Human approval on every reply. Nothing sends automatically.
- Cancel monthly ops anytime.
Human review stays in control.
Nothing is sent automatically.
Your team reviews, edits, and approves every proposal before anything is shared with the client.
How it works.
We configure the agent around your proposal workflow, templates, CRM structure, and discovery process, then refine outputs with your team until proposals are consistent, accurate, and client-ready.
01
Scoping call.
60 minutes to scope. A focused workshop to map your call recording platform, CRM, proposal template, and tone guidelines.
02
Pilot build.
5 weeks to deploy. The agent configured and run against a real recent discovery call to produce your first live proposal.
03
Review & calibrate.
You review the pilot proposal. We refine extraction logic and template mapping until output is send-ready.
04
Full deployment.
Agent runs on every discovery call. Monthly ops includes new template sections and updated case studies.
Start small. Scale when it works.
AI Draft → Human Review → Send
Start with a focused pilot built around one real proposal workflow before expanding across additional commercial processes and agents.
Pilot.
£1,995
First proposal live in 5 days. Run against a real discovery call transcript to prove the output quality.
Full Build.
£6,500
Full deployment. All integrations, template mapping, CRM connection, and team onboarding included.
Monthly Ops.
£650
/MO
Ongoing refinement, template updates, and new section additions as your proposition evolves.
What would you do with three extra days a month?
Book a 20-minute walkthrough.
Bring a recent discovery call transcript and we’ll show you what the agent would have produced – before you commit to anything.
- Works with Fireflies, Otter, or any transcript source
- Your brand template - not a generic output.
- Cancel monthly ops anytime.