Less searching to prepare a better proposal.
Connect the request, references and business rules to produce a reviewable draft. Pricing and terms are never improvised.
The proposal starts long before the document.
Part of the work lies in finding the right email, retrieving a price list, reviewing an attachment or asking for a measurement. Generating text faster does not solve that fragmentation. We study what information the proposal really needs and where it must be verified.
This is how the work could move forward.
Design example, not an active integration or a client case.
- 01Request
Collect the requirements and documents for a case.
- 02Verification
Detect missing or contradictory information.
- 03Preparation
Retrieve authorised references and fill in the draft.
- 04Approval
Review scope, price, margin, timeline and terms.
- 05Continuity
Record the approved version and the next step.
What we need
to understand first.
It is a good candidate when proposals are prepared regularly and references are sufficiently consistent. If every project requires a completely different design, the first improvement may be limited to organising information.
Requirements
What the customer needs and what is outside scope.
Current references
Catalogues, price lists, costs and templates with a clear source.
Commercial rules
Who may approve discounts, changes or exceptions.
What we do not delegate by default.
Calculations are based on defined data and rules, not prices invented by AI. Missing critical data blocks the final draft. Exceptions involving scope, price or timing require approval.
Time
Time from a complete request to the draft.
Continuity
Corrections before approval.
Quality
Proposals with an identified version and follow-up.
A situation
you may recognise.
A request includes measurements and photographs, but not the desired date. The solution organises the available data, flags the missing date and prepares the items that can be verified. It does not promise availability or send the proposal until the responsible person approves it.
The Scan compares opportunities. The Audit validates the sources, process and dependencies when greater depth is needed.
Is this the work slowing you down today?
Let’s start by understanding how it happens in your company and what change would make sense to test.