Proposal generation
Problem
Teams rebuild proposals from half-remembered decks and scattered CRM notes. Quality swings by author; deadlines slip.
Current process (pain)
- 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 solves it
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.
Step-by-step flow
- Request captured Brief logged with client, opportunity stage, and deadline.
- CRM context loaded Key fields and history attached automatically.
- Similar proposals retrieved Grounded search finds comparable wins and clauses you already approved.
- Draft generated Structured sections filled; gaps flagged for human edit.
- 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.
Business outcome
- Hours per bid returned to sellers
- More consistent tone and compliance with past approvals
- Shorter cycle from intent to customer-ready document
Contact us for pricing.