Personalized commercial proposal — PDF ready to send
CRM, playbook, and client history become commercial narrative in PDF — rep reviews, adjusts, and sends; nothing goes out without human approval.
Sales stops building proposal from scratch every time they close an opportunity. An assistant integrated with CRM reads history, discussed scope, current price list, and company playbook — and generates proposal draft in PDF with personalized narrative, items, conditions, and suggested attachments. Rep edits, manager approves if needed, and document goes out with brand look. Proposal aligned with method; closing accelerates without risk of generic or outdated piece.
What blocks you today
Proposal takes days because each rep reinvents structure and text. Outdated version circulates with wrong price or scope. Manager doesn't know if team follows playbook or improvises every send. Client notices when proposal doesn't reflect what was agreed on call.
What changes in practice
- Proposal PDF draft from CRM, playbook, and client history
- Personalized commercial narrative — scope, benefits, investment, and next steps
- Company template and visual identity applied automatically
- Review flow by rep and configurable manager approval
- Sent version record in CRM history
Business outcome
Proposal goes out in hours, not days. Narrative consistent with what was discussed and company method. Conversion rises when client receives professional, personalized, reviewed document — not generic template copied from drive.
Where it usually fits
- B2B sales teams with recurring formal proposals
- Consulting and professional services with variable scope per client
- Distribution and industry with price list, condition, and attachment changing frequently
- Franchises and networks needing standardized front-line proposal
- Operations with rep turnover and context loss in proposal preparation
How it evolves next
With stable assisted proposal, you can connect pre-call copilot, contract search, or digital signature in the same commercial flow.
- Sales copilot with open items summary before generating proposal
- Semantic search in contracts and drafts to align clauses with proposal
- Digital signature integrated after internal approval
- Proposal variations for narrative or package A/B test
- Post-signature field extraction for ERP or billing
Proposal takes days because each rep reinvents structure and text?
Outdated version circulates with wrong price or scope? Talk to Adekz — we start from your real workflow and scope the pilot.