sales-proposalsproject-delivery
Proposal generation
Teams rebuild proposals from half-remembered decks and scattered CRM notes. Quality swings by author; deadlines slip.
The manual reality
✕Copy-paste from old Word files and PDFs
✕Pricing and scope pulled manually from spreadsheets
✕Legal or director review requested late, causing rush rewrites
How DataFlight fits
DataFlight pulls structured CRM data, retrieves similar past proposals from your knowledge base, and drafts against your template. Agentic steps assemble sections; workflows route approval before send.
The flow
1
Request captured
Brief logged with client, opportunity stage, and deadline.
2
CRM context loaded
Key fields and history attached automatically.
3
Similar proposals retrieved
Grounded search finds comparable wins and clauses you already approved.
4
Draft generated
Structured sections filled; gaps flagged for human edit.
5
Approval workflow
Right signatories notified; version locked on approval.
Modules used
Knowledge Base Chat
Agentic AI Chat
Custom workflows (built by us)
Example output
A first-pass proposal PDF/HTML with cited internal sources and a change log for reviewers.
What changes
✓Hours per bid returned to sellers
✓More consistent tone and compliance with past approvals
✓Shorter cycle from intent to customer-ready document