The challenge
The consultancy took an average of 3 days to put together a commercial proposal, as each document required client research, manual customization, and internal approval. With a growing pipeline, the bottleneck was blocking new sales.
The solution
We built a proposal generation system using generative AI. The consultant fills out a form with basic client data and project scope. The AI pulls from similar past projects, applies the company template, and generates a complete editable proposal — ready for review in minutes.
Results
- →Generation time: from 3 days to under 15 minutes
- →Volume: 4× more proposals issued per week
- →Approval rate maintained (no perceived quality drop)
- →Consultants spend more time in meetings, less time on documentation
Technologies used
GPT-4o (OpenAI)
Google Docs API
Typeform
Make (Integromat)
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