Proposals
From conversation to proposal, without starting from scratch.
The structured facts come from the meeting and from approved pricing: five properties, annual maintenance, €14,200 a year, four-hour emergency response, twelve-month term. The narrative is assembled around them. A person reads it and sends it.
Proposal
Hotel Miramar · prepared, not sent
Every figure is drawn from approved pricing and the meeting record. The agent prepares it; a person sends it. No agent commits the company to a price.
Facts first, prose second
The numbers are extracted from what was actually said and from approved price lists. Generating the narrative around fixed facts is a much safer operation than generating a proposal and hoping the numbers came out right.
No agent commits the company
A proposal is prepared, never sent automatically and never signed. Price, term and service level are commitments, and a commitment made by software is one nobody agreed to.
It knows what the customer asked about
If emergency response was the main concern in the meeting, the proposal leads with emergency response. That is the difference between a template with a name substituted and a document that reflects a conversation.
Being opened is a signal
A proposal read four times in an afternoon is worth a phone call, and the person who sent it is told. That gap — between somebody reading your proposal and anybody noticing — is where a surprising amount of revenue is lost.
Questions this answers
The things you currently have to ask somebody.
Each of these is a question an owner asks regularly and currently answers from memory, a spreadsheet, or by interrupting whoever is nearest.
Can we get a proposal out today rather than on Monday?
Does this reflect what they actually asked for?
Are these prices the approved ones?
Has anybody read it?
Where this stops
What it does not do.
A prepared proposal is a draft. Nothing is sent, priced or committed without a person, on any plan — and there is no configuration that automates the send, because that is the one step where being wrong is contractual. The facts are only as good as what was captured: a figure misheard in a meeting will be extracted faithfully and wrongly, which is why the extraction is shown for correction before anything is saved.
Next
Where this connects.
Make sure every opportunity gets a next action.
Let AI handle the repetitive engagement, keep follow-up moving, and bring your team in when a customer needs a real conversation.
Agents identify themselves on every call · Nothing commits without you · [email protected]