Do your customers send quote requests as Excel spreadsheets? Sometimes handwritten? And does your sales team spend hours matching those requests against your product catalog, calculating totals, and formatting the output into a PDF?
Proposal Robot automates all of that, end to end.
Proposal Robot is an AI agent that reads and interprets incoming quote requests — regardless of format. Excel file, scanned form, or handwritten list: it identifies the products and quantities being requested, maps them to your catalog, and produces a branded, ready-to-send PDF proposal.
Your sales team’s only job: review it and hit send.
The hardest part of processing quote requests is the language gap. Customers describe products in their own terms: “M6x20 bolt,” “6mm bolt 20-pack,” “small bolt” — all meaning the same thing. Proposal Robot uses natural language understanding and semantic matching to bridge that gap, identifying the right catalog item with 95% accuracy. When a match can’t be made confidently, it flags those items for human review and completes the rest automatically.
Quote preparation is one of the most time-consuming tasks for a sales team — and one of the least strategic. For every incoming request, there’s typically a sequence of steps:
Proposal Robot handles all of this in seconds. Your team focuses on the work that actually drives revenue: building relationships, understanding needs, and closing deals.
Every proposal carries your company’s logo, brand colors, and standard format — consistent across every rep and every deal. The output looks like your best salesperson prepared it by hand.
Proposal Robot connects to your existing workflow — email inbox, WhatsApp, web forms, or your ERP system. Your catalog can live in Excel, an ERP, or a custom database. The system scales cleanly whether you’re processing 10 proposals a day or 1,000.
Curious how it handles your specific catalog? Request a demo — bring a real quote request and we’ll run it live.
