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AI proposal and report generator — interactive preview

Pick a sample on the left. Watch the workflow run. Inspect the structured output. This is a mock — real builds adapt to your tools and data.

Sample scenarios

Pick a starting brief, then tweak fields below.

Run

Project brief

Edit any field — re-run to draft a fresh proposal.

Pipeline

Each step is mocked with a fixed delay so you can see the shape of the workflow.

  1. 01
    Pull brief from CRM + discovery notes
    Lift the opportunity record, call notes, and any prior threads into one structured brief.
  2. 02
    Match template + past wins
    Pick the proposal structure that matches engagement type. Surface 2 similar past wins.
  3. 03
    Draft scope, milestones, assumptions
    Generate sections on your tight template. Flag assumptions for senior review.
  4. 04
    Size pricing range
    Apply your pricing rules to the scope and timeline. Show three tiers with what is in each.
  5. 05
    Draft client-ready email
    Compose a short outreach with the proposal attached, addressed to the buyer.

Generated proposal

Pick a scenario, edit the brief, then run the workflow to see a structured proposal — scope, milestones, risks, pricing, and a client-ready email.

Integrations

  • HubSpot
  • Salesforce
  • Notion
  • Google Docs
  • Linear
  • Harvest
  • Stripe

Demo generation uses sample logic and mock content. Production builds connect to your CRM, proposal templates, doc tools, and pricing rules.

Adapt this proposal workflow to your sales process

The preview above uses sample logic and mock proposal content. Production systems can connect to your CRM, pricing rules, service templates, document library, and approval process so proposals become faster without losing human judgement.