04Sales

Proposal Drafter

A 10-page proposal that used to take 4-8 hours of an AE's week ships in 12 minutes — pulled from the CRM, the discovery call, and your win library.

The problem

AEs spend 4-8 hours per proposal copy-pasting from old decks, hunting down the right case study, and rebuilding pricing tables in Google Slides — usually the night before the deal needs to move forward. The result is generic collateral that doesn't reflect what was actually said in discovery, mismatched ROI numbers from the deal, and a 24-72 hour delay that lets stalled deals stall harder. Win-rate and proposal-cycle-time both suffer, and your top reps spend the most time on the lowest-leverage work.

Typical leak: 4-8 hrs/proposal × 8-15 proposals/AE/quarter = 130-480 hrs/AE/yr ($75K-280K fully-loaded) · 24-72hr proposal lag costs 10-20% of late-stage win rate

Proposal cycle time + late-stage win rate

Proposal turnaround from 4-8 hours down to under 15 minutes; 8-15% lift in proposal-to-close win rate from in-context personalization

Forrester sales productivity benchmarks; Gong State of Sales 2024

Integrates with

HubSpotSalesforcePipedriveCloseGongChorusFireflies.aiNotionConfluenceGoogle WorkspaceMicrosoft 365SlackClauden8n

How it works

Agent · Proposal Drafter

Salesforce deal record loaded
Notion win library · matching case studies
Claude drafting 8 sections
Proposal rendering
Sent via Google Docs
S

Salesforce · Opportunity

stage: Proposal

Vector Logistics

RevOps platform · 280 seats

$48,000 ACV

Decision criteria

Salesforce-native

Close target

May 31

Gong · discovery quote

“We need to cut proposal cycle from a week to under a day.”

D

Vector Logistics · Proposal.gdoc

0/8

1. Cover letter

2. Executive summary

3. Scope of work

4. Pricing tier

5. ROI model

6. Social proof

7. Terms

8. Next steps

Integrates with

Salesforce
Gong
Notion
Claude
Google Workspace
Slack