Pricing / RFP automation.
Sales ops · 30-day pilot
In industrial sales, the speed of the proposal often decides the deal, yet answering a single RFP still takes weeks. Specs live in one system, prior offers in PDF folders, and the most profitable configurations in the heads of a few senior salespeople. The agent reads the incoming request, retrieves what your company already knows, and puts a well-founded draft response in front of your team in hours.
What the agent does
- Parses incoming RFPs, RFQs, and tender documents, and structures the requirements line by line.
- Retrieves similar past proposals, compatible product configurations, and applicable pricing from your internal systems and archives.
- Drafts responses grounded in your own prior offers, with the source of every claim traceable.
- Checks the draft against your margin corridors and flags requirements you cannot meet or should price differently.
- Assembles the full proposal package for a senior reviewer to refine and approve.
What the supervisor sees
The requirement list on one side, the drafted response on the other, each answer linked to the prior offer or spec it came from. The salesperson's work shifts from researching to validating, and the institutional knowledge stops retiring with the people who hold it.
What you avoid
- Multi-week proposal cycles while faster competitors set the anchor.
- Quotes that vary by hundreds of basis points depending on who wrote them.
- Losing your best configurations when your best salespeople leave.