Proposal Case Study | Sales Automation
Back to Case StudiesProposal & Contract Generation Automation
Automated proposal generation with dynamic pricing, scope builders, and eSignature.
This Sales AI automation case study explores Proposal & Contract Generation Automation. Tags: Sales, Document Processing, Workflow Automation, AI Implementation, OpenAI, Make.com, Retool, AI Automation.
5 hours → 20 minutes
Proposal Turnaround
Near Zero
Error Rate
+11%
Close Rates
Overview
Sales teams spent hours generating proposals, customizing sections, and merging contract fields manually. Proposal turnaround was reduced from 5 hours to 20 minutes with close rates improving by 11%.
Challenges
Slow proposal turnaround
Versioning issues
Manual merging of pricing, terms, timeline
Repetitive formatting
Errors leading to delays
What We Delivered
Template system with dynamic pricing modules
Scope builders with approval routes
AI auto-generated summaries, scope sections, risk notes
Tone adaptation based on audience
Branded PDF output
eSignature integration (DocuSign, AdobeSign)
Tech Stack
Template system, Dynamic pricing, Scope builders, Approval routes, AI layer, DocuSign/AdobeSign integration
Tags
Results
5 hours → 20 minutes
Proposal Turnaround
Near Zero
Error Rate
+11%
Close Rates
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