CRM proposal generation in second
Auto-generate personalized proposals
Archiz AI agent to auto-generate personalized proposals from your CRM. This automated proposal software creates flawless, on-brand documents that help your sales team win more deals.
See it in action
how to auto-generate sales proposals
The Proposal Bottleneck
Creating custom proposals is a huge administrative burden and a major sales bottleneck. Your reps spend hours on low-value, repetitive tasks—manually copying and pasting customer data from the CRM, cross-referencing complex pricing tables, and struggling to format documents correctly.
This manual process is not just slow; it’s filled with the potential for costly errors. Every delay gives an eager prospect time to reconsider or engage with a competitor.
This is the core problem that automated proposal creation is designed to solve, transforming a frustrating bottleneck into a streamlined, efficient workflow with modern automated proposal software.
Proposal automation software
Key Features
AI CRM Data Merge
Archiz AI provides true automating of proposal creation from CRM data, intelligently pulling customer and deal information directly into your proposal template for perfect personalisation.
Pricing & SKU Insertion
This automated proposal creation tool automatically applies correct pricing, discounts, and product SKUs from your CRM, ensuring 100% accurate quotes and eliminating costly mistakes.
Branded Template Engine
Archiz AI proposal generator uses your existing Word or Google Docs templates, creating consistent, on-brand PDF proposals every single time without any formatting headaches.
AI proposal creation case studies
Archiz's AI personalized proposals
Digital Marketing Agency
They cut proposal time from 2 hours to 5 minutes with our automated proposal software, responding to RFPs 4x faster and increasing win rates by 15%.
IT Services Firm
This firm eliminated costly pricing errors by automating proposal creation, saving 5% in revenue per deal that was previously lost due to manual mistakes.
Commercial Real Estate Broker
Generated complex proposals instantly with our AI proposal generator, enabling them to respond first to client requests and lock in more site visits.
More Agent Template
Daily AI-generated Action List
Creates daily task lists based on CRM activity, pending actions, and goals.
Extract leads from website forms
Pulls data from web forms and routes qualified leads to sales teams.
Auto-assign leads based on rules
Assigns leads using territory, source, or priority logic to the right rep.
Voice note → Lead creation
Transcribes voice notes and creates structured lead entries with tags and reminders.
Auto-log calls & emails
Automatically logs calls and emails into CRM, linking them to the correct lead or deal.
Weekly sales summary email
Sends weekly summaries of sales activity, outcomes, and pipeline movement.
Predict deal win probability
Uses AI to predict likelihood of deal closure based on lead behavior and history.
Lead scoring using AI
Ranks leads based on profile match, activity, and conversion potential.
Sentiment analysis on calls
Analyzes call transcripts to assess sentiment, urgency, and objections.
Smart rescheduling for missed calls
Detects missed calls and rebooks meetings based on availability.
Auto-create tasks from WhatsApp
Converts WhatsApp chats into actionable CRM tasks with context.
AI sales proposal generator
Value Proposition
Reduce proposal creation time by over 90%
Eliminate costly copy-paste errors
Ensure 100% brand consistency across all proposals
Sales cycle by delivering quotes faster than your competitors.
Frequently Asked Questions
Yes. Our proposal automation software allows you to upload your existing Word or Google Docs templates, ensuring every document created by our AI proposal generator is perfectly on-brand and consistent.
The software handles complex pricing by syncing directly with your CRM's product tables, including custom rules. This is a key part of automating proposal creation from CRM data, ensuring 100% accuracy.
Yes. Our automated proposal software integrates seamlessly with leading e-signature platforms like DocuSign, allowing you to automate the entire workflow from generation to signature and speed up your closing process.
Our agent follows proposal automation best practices. If key data is missing, it will flag the empty fields and notify the rep to complete them before generating the final document, ensuring quality.
Yes. Our AI sales proposal generator supports bulk actions. You can select a list of deals in your CRM and auto-generate personalized sales proposals for all of them with a single click.
In short, proposal automation is using software to streamline the entire proposal process, from data entry to sending. The primary benefits of automated proposal generation include saving time, eliminating errors, and increasing win rates.
Automate with AI
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CRM Software has this features:
Every business does things a little bit differently, leading to very diverse needs. While there are some functions that are quite standard across the board, there are often functions that an out-of-the-box solution may not be able to handle.
Thousands of businesses do not use their CRM to its maximum effect, which can reduce productivity, customer satisfaction, and sales. It can be difficult for an organization to implement or manage a CRM tool, especially if they lack the required IT expertise, and what works well for another organization may not work so well for yours
Archiz CRM will Help you with Following features