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Pipeline & Deals
AI Proposal Generator
Discovery notes and your pricing turn into a tailored proposal draft, ready for a rep to send.
Every discovery call ends the same way: a rep opens an old proposal and starts copying, pasting and fixing prices. This build drafts a tailored proposal from your discovery notes, agreed pricing and your own templates, in your brand voice. The rep edits and sends instead of starting from a blank page, and a named approver reviews every proposal before it reaches the customer.
- Tailored proposal drafts from your discovery notes and templates
- Your pricing rules and brand voice applied every time
- A named approver checks each proposal before it goes out
$2,500
20–30 working days
Optional maintenance $249/mo
What it is
AI Proposal Generator drafts a tailored proposal from discovery notes, agreed pricing and your templates, so a rep edits and sends instead of building a document from a blank page. It applies your brand voice and pricing rules, saves drafts in up to three formats, and a named approver reviews each one before it goes out.
Why businesses buy it
Slow proposals lose deals. While a rep spends an evening building a document, the buyer's interest cools and competitors move faster. Copy-paste proposals also carry mistakes, from old prices to another client's name. This build turns what was discussed in discovery into a clean, tailored draft that follows your structure and pricing rules. Reps send proposals sooner and with more confidence. The templates, output formats and approval step are written into the scope before you order, so you know exactly what comes out the other end.
Problems this solves
Reps rebuild every proposal from a blank page or an old file
The generator drafts a tailored proposal from discovery notes, agreed pricing and your templates. Reps edit a near-complete draft instead of copying sections from last month's deal.
Proposals go out with outdated pricing or off-brand wording
Drafts apply your brand profile and pricing rules, guided by up to 20 reference examples. A named approver reviews each draft before it reaches the client, so errors are caught first.
Prospects wait too long for a proposal after a good call
Once discovery notes are in, a draft lands in your chosen destination in up to three formats. That shortens the gap between a positive call and a document in the buyer's inbox.
A good fit if
Reps write proposals by hand after every discovery call, copying pricing and scope details in manually each time.
Your proposals follow a consistent structure and pricing model, and the variation between deals is mostly the specifics, not the format.
You want the draft to reflect what was actually discussed in discovery, not a generic template with blanks to fill in.
You have existing proposal templates or past proposals good enough to train structure and tone from.
Not the right fit if
You need an internal briefing, not a client-facing document. See AI Deal Intelligence.
The gap is drafting email replies, not full proposal documents. See AI Sales Email Agent.
You need talking points for a live demo, not a written proposal. See AI Demo Preparation.
You run a marketing or creative agency and pitch campaigns, retainers and deliverables calendars. See AI Agency Proposal Agent, the agency version of this build.
You also need statements of work with scope, timeline and pricing from your rate cards. See AI Proposal System, the higher tier.
You need more than three output formats or more than one destination system. Add a note at checkout for a written Change Quote.
How it works
- We load your brand guidelines, proposal templates and up to 20 reference examples, so drafts follow your structure and pricing model from the start.
- The generator reads discovery notes or CRM fields for a deal, pulling scope, requirements and agreed pricing into the right sections.
- It drafts the proposal in your format, filling specifics from that deal rather than generic filler text left for a rep to replace.
- The draft is delivered to the destination you chose, such as your CRM, drive or document tool, for a rep to review.
- Reps edit and finalize before sending; nothing goes to a prospect without a person reviewing it first.
- We review 25 sample outputs with you before launch, checking pricing accuracy and structure against real deals.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- Your brand guidelines and existing proposal templates, so drafts follow the structure you already use.
- Ten to twenty past proposals you consider good examples of tone, pricing presentation and structure.
- Access to the destination where drafts should land, such as your CRM, drive or document tool.
- The pricing model or rate card the generator should pull from when filling in numbers.
- The name of the person who approves proposal accuracy and quality before we go live.
- Admin access and API keys for the connected system, shared by adding our team as a user or creating a key you control, never by email.
- One decision-maker who can sign off on structure and pricing logic during review.
- An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Intake verified and your proposal templates and pricing model confirmed.
Weeks 1–2
Draft generation built against your templates, reference proposals and pricing model.
Week 3
Destination connected, whether that is your CRM, drive or document tool.
Weeks 3–4
25 sample outputs generated and reviewed against real discovery notes, with results sent to you.
Week 4
Your review and two rounds of changes to structure, pricing logic or destination formatting.
Go-live
Live, recorded handoff session, 30 days of support begins.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $2,500 |
| Express | 15–25 working days | $2,950 |
| Rush | 10–20 working days | $3,400 |
What you receive at handover
- AI Proposal Generator configured, saving drafts to one destination such as your drive or inbox
- Your brand profile and proposal templates, set up with up to 20 reference examples
- A generation pipeline producing up to three output formats, with a named approval step
- A test report covering 25 sample proposals you reviewed and approved
- An admin guide, a recorded 45-minute handoff session and 30 days of support
Expected benefits and how to measure them
- Helps reps send proposals sooner after a good conversation
- Can reduce pricing and wording mistakes that reach clients
- Makes proposals more consistent across the whole team
- Time from discovery call to proposal sent
- Compare CRM dates for the two stages across deals in the quarter before launch and the quarter after.
- Edits needed before approval
- Ask approvers to note how many changes each draft needed, then watch the trend over the first two months.
- Proposal-to-close rate
- Compare closed-won deals against proposals sent in your CRM for the quarter before and the quarter after launch.
Before you start: Record the average gap between discovery call and proposal sent. Note your current proposal-to-close rate.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
The build is a one-time payment. Running it costs roughly $20 to $150 a month in AI model usage, depending on how many proposals it drafts. A team sending a handful of proposals a week sits at the low end; a busier sales team sits toward the higher end.
AI usage during build and testing is also billed to your own accounts, so the provider relationship stays yours.
Ask about running costsCustom requirements
Add a note at checkout if you need something specific. If it fits within the Scope Card it is simply included. If it goes beyond it, you get a written Change Quote within two working days, and that work starts only once you accept it, with its time added to your delivery date.
Request a custom versionKeep it running
After launch, monthly maintenance keeps proposals current as your offer changes. It covers monitoring, fixes and a monthly allowance of change hours for an updated template or new pricing tiers. It starts after the 30 days of included support and can be cancelled any month.
$249/mo (the minimum fee, includes 2 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | A proposal software tool charges a monthly seat fee | A custom agency quotes after discovery calls | Ours is one fixed price, shown before you buy |
| First draft | A proposal software tool still needs someone to fill in every section | An agency build depends on what was agreed | Ours drafts from discovery notes and pricing automatically |
| Accuracy | A proposal software tool relies on a rep copying pricing in correctly | An agency build depends on what was agreed | Ours pulls pricing from the model you define, checked in 25 sample outputs before launch |
| Delivery | A proposal software tool is quick to install but templates still need building | An agency usually takes several weeks, set per project | Ours has a fixed delivery time shown before you buy, with faster options |
Questions about this product
How much does the AI Proposal Generator cost?
One fixed price, shown on this page before you buy, covers the whole build: your templates, your pricing model, 25 reviewed sample outputs, the drafting pipeline and the recorded 45-minute handoff session. There are no seat licenses or per-use fees from us. Express and rush delivery are available for a set extra amount, also shown upfront. Ongoing AI usage and hosting are billed in your own accounts, so you always see what you pay.
Does it send proposals directly to prospects?
No. It drafts the proposal and delivers it to the destination you chose, such as your CRM or drive, and a rep reviews, edits if needed, and sends it, so nothing reaches a client unchecked. That review step is what keeps pricing and scope accurate before a client sees it.
How does it fill in the pricing?
From the pricing model or rate card you provide during intake, applied to the scope pulled from discovery notes, so numbers reflect what was actually agreed rather than a blank a rep has to fill in by hand. That grounding is what keeps a proposal from quoting something never actually discussed.
How much should I expect to pay monthly to run it?
Roughly $20 to $150 a month in AI model usage, depending on volume, billed in your own accounts, tracking how many proposal drafts it generates for your team each month. Cost tracks how many proposal drafts it generates for your team across a typical month.
Will the proposal match our existing format?
Yes. It is built from your brand guidelines, templates and up to 20 reference proposals, and we review 25 sample outputs with you before launch to confirm structure, tone and pricing presentation match what you already send. That review is where any mismatch in tone or layout gets caught early.
Can it produce more than one format, such as a slide deck and a document?
Yes, up to three output formats are included in one generation pipeline, so the same draft can go out as a document and a shorter summary. A fourth format is available as an add-on. Most teams start with a document and add a second format later.
Can I update the templates later?
Yes. Small updates, such as a new pricing tier or a refreshed template section, fit inside the monthly change hours of optional maintenance. A full template redesign is scoped separately as a written Change Quote. Maintenance also covers monitoring and fixes as your offer changes. It starts after included support and can be cancelled any month.
Who owns the proposals it generates?
You do. Drafts are delivered into your own CRM, drive or document tool, so the proposals, the pricing logic and the AI provider relationship all stay in your name, not with us. We do not keep a separate copy of any draft after it is delivered.
Turn discovery notes into a proposal draft, not a blank page.
Order the AI Proposal Generator and tailored proposals are drafted from your notes and pricing, ready for review, on a delivery date you see before you pay.
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