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Sales automation

Proposal and Quote Generation

Generates branded proposals and quotations from CRM data and your price list in minutes, with scope, deliverables and terms filled in, ready for client approval and e-signature.

TradingProfessional Services
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The business problem

Reps spend hours editing old proposals and recalculating prices. Copy-paste mistakes, outdated prices and inconsistent branding make the business look unprofessional. Slow turnaround gives competitors time to win the deal.

The manual process today

Where the time goes before automation:

  1. Copy last month's proposal and edit it
  2. Look up current prices and discounts in a spreadsheet
  3. Calculate totals and VAT manually
  4. Email the PDF and chase for approval

The AI workflow

How the automation runs

Each step below runs on its own; a person steps in only where the workflow says so.

Proposal and Quote Generation

  1. A rep marks a deal as ready for a proposal in the CRM.

  1. 01

    Select opportunity

    A rep marks a deal as ready for a proposal in the CRM.

    CRM

  2. 02

    Pull pricing data

    Products, services, prices and approved discounts are pulled from the price list or catalogue.

    CRM products, price list, ERP

  3. 03

    Draft the proposal

    AI assembles a branded proposal with scope of work, deliverables, timeline and terms tailored to the client.

    PandaDoc, Proposify, Google Docs, LLM

  4. 04

    Review and approve

    The rep or manager checks pricing and commitments before sending.

    Document editor

  5. 05

    Send to client

    The proposal is shared with tracking so the rep can see when it is opened.

    PandaDoc, email

  6. 06

    Convert to contract

    Once accepted, the proposal moves into contract and e-signature.

    DocuSign, Adobe Sign

Recommended technologies

What it is built with

Typical choices; we adapt the stack to the tools you already use.
  • CRM (HubSpot, Salesforce, Zoho)
  • Proposal software (PandaDoc, Proposify)
  • Price list or ERP
  • E-signature tools
  • LLM for drafting

Explore the AI Marketplace Tools open on marketplace.daidu.ai. Listings are independent products; DAIDU does not guarantee third-party pricing.

What changes

Qualitative benefits. We measure the real effect on your process during the first weeks.

  • Faster turnaround from conversation to proposal
  • Accurate, current pricing on every quote
  • Consistent branding and terms
  • Visibility of when clients open and read proposals

How we implement it

Timelines depend on your systems and are confirmed after discovery.

  • 01Collect current templates, price lists and standard terms
  • 02Build branded templates with dynamic sections
  • 03Connect the CRM and price list
  • 04Set approval rules for discounts
  • 05Pilot with one sales team, then roll out

FAQ

Questions about this automation

Can quotes include UAE VAT?

Yes. Tax lines can be calculated from your configured VAT rate and shown on the quote. Your finance team should confirm the tax settings.

Who checks the AI-drafted text?

A person always reviews pricing and commitments before the proposal is sent. AI drafts; your team approves.

Learn to build this

Workshops that teach it

Prefer to build it in-house? These workshops cover the skills and tools behind this workflow.
  • Facilitator leading a hands-on workshop as participants work on laptops around a conference table
    FreeLive online
    Dates on request

    Free: WhatsApp Lead Automation Demo

    with DAIDU faculty

    Duration
    45 minutes
    Location
    Online
    Audience
    For business owners, sales teams

    See a complete WhatsApp lead flow and decide whether it fits your business.

    Free · registration required

    Register interest
    Proposed
  • Sales and support representatives on headsets in a bright office
    Real EstateIn person
    Sat23Jan2027

    AI for Real Estate

    with DAIDU faculty

    Duration
    1 day
    Location
    Dubai
    Audience
    For brokers, agents, property managers

    Design an instant WhatsApp lead-response flow and a listing content workflow for your brokerage.

    On request

    Register interest
    Proposed

Consultation

Discuss this automation

Want Proposal and Quote Generation running in your business? Tell us about your tools and volumes and we will scope it with you.
  • A 30-minute call with someone who builds automations
  • We look at one process you repeat every week
  • You leave with a clear next step, whether or not you work with us
Discuss This Automation

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We use your details only to respond to this request. Pricing depends on scope and is confirmed after discovery.