RAGProfessional ServicesSales
Proposal generation assistant
Drafts tailored proposals from CRM and discovery notes so sales spends time selling, not formatting.
−75%
proposal drafting time
2×
proposals per rep
100%
on-brand output
Proposals took hours to assemble. We built an assistant that drafts them from CRM and discovery notes.
The challenge
- ◆Slow, manual proposals
- ◆Inconsistent quality
- ◆Reps pulled off selling
Solution architecture
CRM & notes→
Retrieval→
Draft generation→
Human review→
Proposal output
What we delivered
DiscoveryDevelopmentIntegrationTestingDeployment
Tech stack
RAGGPT-4CRM
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