Proposal automation – generate quick proposals

Online pricing calculators are perfect for industries like real estate, B2B services, and anywhere else where a client wants a quick cost estimate before speaking with a sales representative.

The process is simple: the client fills in the necessary information on your website, and the calculator performs the calculations based on the data you've provided. The system then displays the quote to the client in real time.

This solution allows you to:

• reduce the time spent by sales staff, who no longer have to manually prepare quotes for clients who are still in the early stages of the decision-making process,
• increase sales opportunities, because the client receives a quote exactly when they are most interested in your offer,
• streamline inquiry handling, especially if you receive many similar quote requests every day.

We implement AI tools and proposal generators that automatically create quote documents based on data from CRM systems, contact forms, or client inquiries.

Such a sales proposal generator can prepare a document in a format of your choice, incorporating predefined rates, scope of services, pricing tiers, discounts, margins, and other business rules. Calculations can be performed using both complex algorithms and AI tools that support data analysis and content generation.

This means sales representatives don't have to create quotes from scratch, while still retaining the ability to:

• manually making changes in specific cases,
• adjusting, for example, hourly rates, discounts, or the scope of work,
• quickly send the finished document to the client.

This is a way to significantly reduce the time spent preparing proposals without losing control over their final form.

Well-designed automation can also help streamline the preparation of tender proposals. In many companies, participating in tenders places a heavy burden on the team because the documentation is often extensive, formal requirements are detailed, and the submission deadline is strict.

As a result, companies in certain industries opt out of participating in more tenders because preparing each proposal is too time-consuming. Automation, however, helps mitigate this problem.

Modern AI solutions can help you:

• prepare tender proposal content faster,
• minimize the risk of formal and substantive errors,
• reuse proven document sections,
• better manage the deadlines, requirements, and data needed to submit a proposal.

You can read more about using automation and AI in tenders on our subpage: https://www.sagiton.pl/en/services/bid-automation-in-aec

For e-commerce or in-store sales of configurable products, it is worth allowing customers to generate their own quotes. This lets them quickly see how much a specific product variant will cost without needing to contact the sales department every time.

Product configurators with pricing significantly improve service standards and give customers more control over the purchasing process. They can tailor products to their needs, compare variants, and make decisions faster.

Such online pricing calculators can not only display the price of a given configuration but also:

• visualize the personalized product,
• save the configuration as a link or file,
• allow the configuration to be sent to a sales representative,
• add the finished product directly to the e-commerce cart.

You can read more about the configurators and pricing calculators we implement at: https://www.sagiton.pl/en/services/3d-configurators-and-online-visualizations

Not every company wants quotes to be generated and sent to clients fully automatically. If you want to maintain a personal touch in your communication and client relationships, we can implement automation that speeds up your sales team's workflow without taking away their control over the quoting process.

In this model, all calculations are performed automatically, but the sales representative still prepares a personalized document before sending the quote to the client or presenting it during a meeting.

It is also possible to implement internal configurators that automatically calculate the costs of a product or service based on a specific configuration. The sales representative then receives ready-to-use cost data but decides for themselves how to present the offer to the client.

Such solutions are frequently used in sectors like AEC – architecture, engineering, and construction – where quotes can be complex and depend on many technical variables.

Automating the quoting process doesn't have to end with preparing the document. Once the quote is ready, the system can automatically prepare and send an email to the client. Automation can insert the following into the message content:

• the client's full name,
• the company name,
• the quote expiration date,
• key pricing information,
• a quote attachment or a link to the document.

The message can be sent directly from the salesperson's inbox, ensuring that communication remains natural and consistent with your existing sales process.

We can also implement automated follow-up messages for clients who haven't responded to a quote. This way, sales reps don't have to manually track every lead, and your company reduces the risk of missing out on potential sales opportunities.