Skip to content

Account Executive

Write and send a proposal

Automates✓ Available Now

What You Do Today

Build a proposal with pricing, scope, timeline, and business case. Customize it to the prospect's stated needs and evaluation criteria

AI That Applies

AI generates proposal drafts from deal notes and templates, personalizes business cases, suggests optimal pricing structures

Technologies

Proposal generation AIPricing optimizationDocument automation

How It Works

The system ingests deal notes and templates as its primary data source. The automation engine executes each step in the process sequence — validating inputs, applying business rules, generating outputs, and routing exceptions to human review queues. The output — proposal drafts from deal notes and templates — surfaces in the existing workflow where the practitioner can review and act on it.

What Changes

Proposal creation drops from 3 hours to 30 minutes. AI pulls in relevant case studies and ROI data automatically

What Stays

Strategic pricing decisions, knowing what to emphasize for this specific buyer, the personal note that shows you listened

What To Do Next

This section won't tell you what your numbers should be. It will show you how to find them yourself. Every instruction below produces a real, verifiable result in your organization. No benchmarks, no projections — just the steps to build your own evidence.

1

Establish Your Baseline

Know where you are before you move

Before adopting AI tools for write and send a proposal, understand your current state.

•
Map your current process: Document how write and send a proposal works today — who does what, how long it takes, where the bottlenecks are. You need this baseline to measure improvement.
•
Identify the judgment points: Strategic pricing decisions, knowing what to emphasize for this specific buyer, the personal note that shows you listened. These are the boundaries AI won't cross.
•
Assess your data readiness: AI tools for this area need data to work. Check whether your organization has the historical data, integrations, and data quality to support Proposal generation AI tools.

Without a baseline, you can't measure whether AI actually improved anything. You'll adopt tools without knowing if they're working.

2

Define Your Measures

What to track and how to calculate it

Time per cycle

How to calculate

Measure how long write and send a proposal takes end-to-end today, then after AI adoption.

Why it matters

The most visible improvement is speed. If AI doesn't save time, question whether it's adding value.

Quality of output

How to calculate

Track error rates, rework frequency, or stakeholder satisfaction scores before and after.

Why it matters

Speed without quality is just faster mistakes. Measure both.

When to check: Check after 30 days of consistent use, then quarterly.
The commitment: Give new tools at least 30 days before judging. The first week is always awkward.
What NOT to measure: Don't measure AI adoption rate as a KPI. Adoption follows value — if the tool helps, people use it.
3

Start These Conversations

Who to talk to and what to ask

your VP Sales or CRO

“What data do we already have that could improve how we handle write and send a proposal?”

They're evaluating AI tools that will change your workflow

your sales ops or RevOps lead

“Who on our team has the deepest experience with write and send a proposal, and what tools are they already using?”

They manage the CRM and data infrastructure your AI tools depend on

a sales enablement manager

“If we brought in AI tools for write and send a proposal, what would we measure before and after to know it actually helped?”

They're building the training and playbooks around new tools

4

Check Your Prerequisites

Confirm readiness before you invest

Check items as you confirm them.

← Back to AI for Account Executives