Proposal & Contract Automation

  • AI Proposal Generator
    Uses your sales call recording to auto-create a clean proposal draft.

  • Contract Builder
    Reviews call notes and fills contract templates with accurate client details.

  • Human-in-the-Loop Workflow
    You get a final draft to approve before anything is sent.

How it works
  • You record a sales call (Zoom, Fathom, Loom, etc.)

  • AI extracts scope, pain points, timeline, pricing, and deliverables

  • It fills your proposal + contract templates automatically

  • You review → approve → send

two men facing each other while shake hands and smiling
two men facing each other while shake hands and smiling
Benefit
  • Faster closing times

  • No more writing proposals late at night

  • No errors from copying & pasting

Systems