AI Proposal Generator
Select a prospect from the list, generate, then send via PandaDoc or download as PDF
Rep use only
Prospects who submitted the pre-sales form
Prospect
Submitted
Top tier
Confidence
Flags
Action
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Generate proposal
Pre-Sales Brief
from monday.com
Select a prospect above
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Q1 Business—
Q2 Sales—
Q3 Goal—
Q4 Channels—
Q5 Volume—
Q6 Value—
Q7 Pipeline—
Q8 Capacity—
Q9 Tech—
Q10 Champion—
Q11 Full svc—
Tier ranking
Call notes / Transcript (optional)
Proposal
DRAFT
Select a prospect from the list above and click Generate to create a personalised proposal. Add call notes for deeper personalisation.