📄 AI Proposal Generation & CPQ Automation: Faster Quotes, Higher Win Rates

Slow proposal cycles kill momentum. AI reduces friction by drafting proposals, SOWs, and quotes from CRM context, discovery notes, and pricing rules. The result is faster turnaround, consistent positioning, and fewer approval loops.

🧩 Core Components

• Template library: productized value stories, ROI sections, legal clauses, and industry-specific case studies.
• Data ingestion: sync CRM fields, opportunity notes, meeting summaries, and pricing rules.
• Generation engine: produce tailored proposals with persona-specific narratives and scope clarity.
• CPQ integration: validate SKUs, bundles, terms, and discounts against guardrails.

🛡️ Guardrails That Matter

• Clause controls by region and segment; auto-flag redlines.
• Discount and term approvals embedded in the flow.
• Versioning and audit trail; track stakeholder opens and forwards.

🚀 Implementation Playbook (3 Weeks)

1. Week 1: Build template library; map CRM fields; define terms matrix and discount floors.
2. Week 2: Generate proposals from 10 historical opps; compare against human output; tune narratives.
3. Week 3: Integrate with CPQ; enable e-sign; publish dashboard for cycle time and win rate.

📊 Impact Metrics

✅ Checklist