Sales
AI Proposal Generation
AI-assisted proposal workflow: AI brief extraction from CRM, competitive intelligence via web search, AI-drafted proposal, AI pricing calculation, legal pre-check and DocuSign send with read-receipt tracking.
15steps
16connections
Process steps
1
AI Brief Extraction from CRM
AI Agent · Salesforce + Claude 3.5 Sonnet
2
AI Competitive Intelligence
AI Agent · Perplexity API + web search
3
AI Pricing Calculation
AI Agent · Custom pricing engine + GPT-4o
4
AI Proposal First Draft
AI Agent · Claude 3.5 Sonnet
5
AI Legal Pre-Check
AI Agent · Harvey AI
6
Legal Review
Legal Counsel · Contract management system
7
AE and Sales Manager Review
Sales Manager · Salesforce
8
DocuSign Send
Account Executive · DocuSign
9
AI Read-Receipt Tracking and Follow-up
AI Agent · DocuSign API + GPT-4o
10
AI Win Analysis and CRM Update
AI Agent · Salesforce + GPT-4o
11
AI Loss Analysis and Lessons Learned
AI Agent · GPT-4o + Notion
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