Sales · Example
Proposal preparation
Draft and review proposal responses using approved company information.
A possible approach to the work—not a client result or a promise of outcomes.
Today
Where work gets stuck
Teams collect facts from several sources, repeat standard answers, and manually check consistency.
With AI in the workflow
What could change
AI prepares a source-linked draft from approved material. The proposal owner reviews facts, commercial language, and the final response.
Required inputs
- Approved product and service information
- Prior approved responses
- The current request and response requirements
How the example works
- Collect the request and approved source material.
- Prepare a structured draft with references to the source material.
- Flag gaps, conflicting statements, and unsupported claims.
- Have the proposal owner review, revise, and approve the response.
People stay accountable
The human decision
The proposal owner approves every externally shared response.
What to measure
Time to first reviewed draft, correction rate, and missing requirements.
Risks to address
Outdated facts, confidential information, and invented commercial commitments.
Readiness
A maintained source library, a proposal owner, and representative past requests.
Typical systems
Document storage and the existing proposal process. Specific integrations are scoped separately.