[Use case] Sales · agencies, consultancies and contractors

Proposals drafted from your past work.

Every proposal starts from a blank page or an old one, and someone spends a day finding the past projects, prices and wording that fit. For a team sending 10 or more proposals a month, that is days of senior time spent copying and checking.

Skip this if you send a few proposals a year. A good template will do.

What you get
A first draft of each proposal, scope and estimate, built from your past work and price list
Pilot length
4 to 6 weeks on one proposal type
Price range
Pilot from US$2,400, version 1 from US$7,200
We need from you
Past proposals and how they went, your price list, and one person to review drafts
[01] What it doesFour jobs, one proposal

Found, priced, drafted.

01Finds similar past work

Past proposals and projects that match the new brief, with what you charged and how it went.

02Drafts the scope

Sections, deliverables and assumptions in your house style, from the client's brief or call notes.

03Prices it from your rates

Line items from your price list and past actuals, with every number linked to where it came from.

04Flags the risks

Missing details, unusual terms and work you've underpriced before, before the draft goes out.

Proposals · drafted from past work
docs.yourcompany.com/proposals/new
New briefFrom the call notes
Harbor Dental Group

A patient portal with online booking and forms, for 3 clinics, live before the summer.

Closest past work
Clinic booking app, 2025Won · 38 days actual
Patient forms portalWon · 22 days actual
Vet practice schedulerLost on price · 2024
Proposal draft · Harbor Dental GroupAI draft
Scope

Online booking for 3 clinics, digital intake forms that fill the patient record, and reminders by text. Built in two phases so booking goes live first.

Estimate
LineDaysFrom
Discovery and design6Rate card
Booking for 3 clinics14Clinic app actuals
Intake forms9Forms portal actuals
Total29Priced from your day rate
CheckNot in the brief: who hosts patient dataSend for review✓ Approved by Jo
Concept · sample data
[02] How it worksInputs, model, actions, review

One flow, with your lead signing it off.

The AI does the finding and the first draft. A senior person checks the scope and the numbers, and sends it.

01 · Inputs

What comes in

The client's brief or call notes, plus your past proposals, price list and project actuals.

BriefPast workPrices
02 · Model

What it works out

Finds the closest past work, drafts the scope and builds the estimate line by line.

MatchDraftPrice
03 · Actions

Where it puts it

The draft lands in Google Docs or your proposal tool, with its sources and risks listed beside it.

DocsCRM
04 · Review

Who checks it

A senior person edits the scope, checks every number and sends it.

EditApprove
Proposals from past work · demo Sample data

The demo needs a bigger screen, so it opens full screen on a phone.

BriefHarbor Dental Group

A patient portal with online booking and forms, for 3 clinics, live before the summer.

  1. Past work

    Clinic booking app, 2025 (won, 38 days) and patient forms portal (won, 22 days).

  2. Scope

    Booking for 3 clinics, digital intake forms and text reminders, in two phases.

  3. Estimate

    29 days: design 6, booking 14, forms 9, priced from past actuals.

  4. Risk

    Not in the brief: who hosts the patient data.

Draft ready

The draft goes to Jo with every source linked and one risk flagged.

Confidence 0.88 · bar 0.80
[03] Build pathTimes and prices from past builds

Pilot, then version 1, then run it.

Each step is priced on its own, so you can stop after the pilot if the drafts don't save enough time.

01

Pilot

One proposal type and your past proposals, with a senior person reviewing every draft.

Time
4 to 6 weeks
Price
From US$2,400
Ends with
A go or stop, with the hours saved per proposal
02

Version 1

Every proposal type, your price list and CRM, and a weekly report.

Time
5 to 6 weeks
Price
From US$7,200
Ends with
Drafts your team starts from every time
03

Run and improve

Model updates, new price lists, and monthly tuning on the drafts people changed most.

Time
Monthly
Price
From US$599 a month
Ends with
A report every month

In US dollars · monthly plans on the pricing page

[04] EstimateTwo minutes, before any call

Estimate this build.

Answer three questions and the estimator opens with the proposal drafter already picked.

Typical · pilot from US$2,400 · version 1 from US$7,200
Proposals a month
Where they live
Pricing
Open the estimator
[05] Buy or buildThe tools that already do some of this

You may not need us. Here's how to tell.

Proposal and RFP tools now draft with AI. If one covers what you need, use it. These are the usual options and where each one stops.

ToolWhat it coversWhere it stops

PandaDoc

Proposal templates, e-signature and AI writing help inside its editor.

Writes from its templates, not from your past projects and what they really cost.

Loopio

Answers RFP questionnaires from a library of approved answers.

Built for questionnaires, not for scoping and pricing new work.

Qwilr

Web-page proposals and quotes, with AI that drafts from your CRM and call notes.

Prices come from rules you set up, not from what past projects really cost.

When a custom build winsEstimates built from your own past actuals, scopes that follow your house rules, or numbers that must be traced and checked.

That is where an off-the-shelf proposal tool runs out, and where this build earns its price.

[06] Data, security and guardrailsWhat it can and can't do

It drafts. Your lead signs.

The build is set up so a mistake becomes a number someone corrects, not a price a client holds you to.

Access it needs

Read access to past proposals, prices and project actuals. It can't send anything to a client.

Where data lives

Your proposals and prices stay in your own drive and your cloud region.

Every number traced

Each price and estimate line links to the price list or past project it came from.

Who reviews

A senior person approves every proposal before it goes out, and their edits tune the next draft.

[07] ProofFounding client offer

Proof

Founding clientsBe one of the first two teams to run this.

The first two pilots get the AI blueprint (US$1,800) free, in return for a case study with your name on it.

Ask about it
[08] VariationsThe same build for other teams
[09] QuestionsBefore you call

Questions

Will it send proposals on its own?

No. It drafts, and a senior person edits, approves and sends every one.

Where do the prices come from?

Your price list and the actual hours or costs on past projects. Every number links to its source, so you can check it.

What if we price every job differently?

Then it shows the closest past jobs and what you charged, and leaves the final number to you.

What does it cost to run?

You pay the model provider per draft. The pilot report shows the cost per proposal before you decide on version 1.

Which tools does it work with?

Google Docs, Word, and proposal tools with an API, such as PandaDoc. Your CRM can start a draft when a deal reaches the proposal stage.

Can it answer RFP questionnaires too?

Yes. The same parts answer questionnaires from your past answers, and flag anything new for a person.

[10] Next30 minutes · no slides

Get this scopedin 30 minutes.

Bring three past proposals and how they went if you can. You leave with a written next step and a price range for the pilot.

NS
Scoping call30 min · video call

India time · confirmed on Cal ID