B2B sales and services · Sample scenario
Drafting a commercial proposal
Based on an approved brief, a proposal draft is prepared from the service catalog and pricing rules, and after the sales lead approves it, a document and an email draft are created.
Problem
Proposals are built from scratch each time, and an outdated price or a mismatched service description can slip in.
How it works today
The rep copies an old proposal and changes services and prices by hand, and the sales lead only spots mistakes at the last minute.
What this scenario changes
Once the brief is approved, matching service items are pulled from the catalog and prices from the current price list. Discounts and terms are checked against pricing rules, AI writes the proposal text to fit the brief, the sales lead approves it, and a PDF and an email draft are created from the document template.
The process step by step
- Brief approved: Deal stage changes in the CRM
- Service items selected: Matching items from the catalog
- Pricing rules checked: Price list, discount limit, terms
- Is the pricing standard?: Discount and terms within the rules
- Proposal draft written: Introduction and scope matched to the brief
- Sales lead approves: Text, items and terms
- PDF and email draft: Document from template, unsent email
- Proposal ready: The rep sends it personally
Exception path
- Pricing exception approval: An authorized person decides
- Draft on hold: Continues after the decision
The role of AI
Links the need in the brief to matching service items and writes the introduction and scope of the proposal in the client's language. It does not calculate or change prices.
Human approval and exceptions
Every proposal is approved by the sales lead before it is sent; if a non-standard discount or term is requested, the draft goes to a separate pricing approval.
Frequently asked questions
Does AI set the price?
No. Prices come only from the current price list; AI writes the text.
Is the proposal sent to the client automatically?
No. The PDF and email are prepared as drafts, and the rep sends them after approval.
Can we use our old templates?
Yes, your existing proposal template is turned into a document template and your branding is kept.