Create Flawless Proposals in Seconds
Auto-generate personalized proposals
Stop wasting hours on manual proposal creation. Our AI agent instantly generates accurate, personalized, and beautifully branded proposals directly from your CRM data .
See it in action
Auto-create leads
The Proposal Bottleneck
Creating custom proposals is a huge administrative burden. Reps spend hours copying and pasting data from the CRM, checking pricing tables, and formatting documents. This manual process is slow, filled with the potential for costly errors, and delays getting critical documents to eager prospects.
AI Archiz crm personalized proposals
Key Features
AI CRM Data Merge
Intelligently pulls all relevant customer and deal data—names, products, custom fields, and more—from your CRM and inserts it into the correct template fields.
Pricing & SKU Insertion
The agent automatically applies the correct pricing, discounts, and product SKUs based on the rules and products associated with the deal in your CRM.
Branded Template Engine
Upload your existing proposal templates (in Word or Google Docs), and the AI will use them to generate consistent, on-brand PDF proposals every single time.
Use Cases
Use-Cases for Archiz's AI personalized proposals
Digital Marketing Agency
Cut their average proposal generation time from 2 hours to just 5 minutes, allowing them to respond to RFPs four times faster and increasing their overall win rate by 15%.
IT Services Firm
Eradicated pricing errors in their quotes, which had previously cost them an average of 5% in lost revenue per deal due to manual mistakes.
Commercial Real Estate Broker
Generated complex, multi-property proposals instantly, enabling them to be the first to respond 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.
Email Automation Benefits
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.
FAQ
Yes, you can upload your existing templates in Word or Google Docs format.
It syncs directly with your CRM’s product and pricing tables, including any custom rules or configurations.
Yes, it integrates with platforms like DocuSign and PandaDoc to automate the entire process from generation to signature.
The agent can be configured to flag the missing fields and notify the rep to complete them before generating the final document.
Yes, you can select a list of deals in your CRM and have the agent generate all the proposals with a single click.
Automate with AI
Start your free trial today.
Close deals faster. Let our AI handle the paperwork so you can focus on building relationships. Activate your Proposal Agent now.
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
