Constructeur de Propositions
Générez des propositions commerciales soignées à partir de notes de discovery et de données CRM. Intègre tarifs, études de cas et positionnement concurrentiel pour créer des documents prêts à envoyer en quelques minutes.
From Discovery Notes to Polished Proposal in Minutes
Proposal Builder generates complete, professional sales proposals by combining your discovery notes, CRM data, and pricing configurations. Instead of spending hours assembling documents from scattered sources, get a ready-to-send proposal that includes the right case studies, competitive positioning, and executive summary — all tailored to what you learned in discovery.
How It Works
Feed in your discovery notes, deal details, and pricing configuration. The skill assembles a modular proposal by selecting the right sections based on your solution scope — executive summary, problem statement, proposed solution, case studies, competitive differentiation, pricing, and implementation timeline. Each section is tailored to the prospect's specific situation, industry, and stated priorities.
What's Included
- Proposal Generator: Assembles complete proposals from discovery notes, CRM data, and pricing configurations
- Case Study Matcher: Selects the most relevant customer stories based on prospect's industry, size, and use case
- Competitive Positioner: Generates differentiation sections with trap-setting language against specific competitors
- Section Library: Modular proposal sections that snap together based on solution scope and deal complexity
- Executive Summary Writer: Creates outcome-focused summaries with quantified business value from discovery data
- Version Manager: Tracks changes across proposal iterations with comparison views for multi-round negotiations
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