Sales · Technical & financial proposals
A technical and financial proposal, ready from the meeting summary
The rep pastes the meeting summary as they wrote it, and a technical and financial proposal comes out in the company template, ready to send. The AI organizes what the engineer wrote without changing a word, so the figures in the proposal are their figures.
How it works
See it in action
- 01The rep pastes the summary
The meeting summary as they wrote it, in any wording, at any length.
- 02Requests the proposal from the chat
They type “@Proposal” in the deal chat, without opening another program.
- 03Puts every line in its place
A heading, a paragraph or a line item. The AI arranges what the rep wrote and doesn't add a sentence of its own.
- 04Calculates cost and VAT
The cost table is built from the rep's own figures, with VAT and the total calculated.
- 05The proposal is ready
A Word file in the company template arrives in the same chat, with a PDF on request.
The challenge
Proposal templates broke at the first edit, and every proposal took hours of copying and pasting, rebuilding the cost table and calculating VAT by hand. Fonts changed when the file was opened, Arabic text drifted to the left in Word, and every rep wrote proposals their own way.
What sets it apart
Doesn't change a single word
The AI arranges the lines; it doesn't write them. What the engineer wrote reaches the proposal as is, which makes it fit for a document that gets signed.
The company template, every time
The cover, fonts and colors stay fixed, so every proposal carries the company's identity, whoever the rep is.
No manual math
The cost, VAT and total table builds itself from the rep's figures, so nothing is recalculated and no line item is forgotten.
Proper Arabic in Word
Text starts from the right, tables don't split across pages, and the file opens exactly as designed.
The rep reviews before sending
They can edit sections, phases and pricing before downloading, so the final word is theirs.
Free session · 45 minutes
Have tasks that repeat or take too long?
You'll leave the session with a clear estimate: whether automation is worth the investment, how much it will save, and in how many weeks.
Working hours: Sunday to Thursday, 10 AM to 6 PM, Riyadh time.