Draft proposals

From a CRM record to a polished proposal in two minutes.

Most service businesses spend half a day per proposal. Multiply that by every open opportunity and the senior team's drowning. AI reads the contact history, pulls the right pricing, drafts the document, and lands it in the sales rep's inbox ready for review.

30 minutes with Titus. No pitch. Honest read on whether we're a fit.
Built in Auckland · Installed across New Zealand and Australia · Owned by you, forever
Where deal velocity dies

Proposals are where deals stall.

Talk to any service-business owner about their close rate and the conversation always lands in the same place. The deal stalls between the discovery call and the proposal. The rep means to write it tonight. Tonight becomes Friday. Friday becomes Monday. By Tuesday the buyer has cooled. By Thursday they've spoken to a competitor. Half the deals you lose were never lost on price. They were lost on speed.

The bottleneck isn't the rep's effort. It's the volume of context they have to assemble for every proposal. Reading the call notes. Pulling the right SKU mix. Checking pricing. Writing the cover. Formatting the document. Adding the case studies. Forty minutes per proposal, three or four open at any time, and the senior person becomes the queue.

How it works

AI reads the discovery call. Drafts the proposal. Lands it in your inbox.

The proposal-drafting AI sits on top of your sales operation. The moment a discovery call wraps, the transcript drops into the brain. The brain extracts the buyer's situation, their stated priorities, their constraints, their language. A second layer pulls the right products, the right pricing logic, and the right case studies from your library. A third drafts the proposal in your firm's voice, formats it correctly, and lands a complete document in the sales rep's inbox before they've left the call room.

The rep's job becomes review and personalisation, not drafting. Forty minutes of work compressed to five. The buyer gets the proposal the same day instead of three days later. Deal velocity climbs. Close rates climb with it.

The pricing logic is custom to your business. If you sell single-line products, the AI picks the right one. If you sell modular packages, the AI configures the right mix. If you sell per-hour engagements, the AI maps the scope to the right rate. Whatever rule your senior consultants use mentally, the AI applies the same rule on every draft.

Proof

The same playbook we use on Octavius proposals.

Octavius runs its own Foundation proposals through this exact engine. Discovery call wraps, AI Strategy Intensive runs, the report and the proposal land in the prospect's inbox by the end of the call. The buyer sees the offer the same day. The proposal close rate sits at multiples of the industry average. The reason is speed and specificity, not magic.

"Proposals out same-day. Close rates up. Speed compounds."
Octavius internal · Auckland Read more case studies →
How it plugs in

AI proposal generators on the shelf can't see your pricing logic.

The standalone AI proposal tools (Pandadoc AI, Proposify, the rest) format better documents than what your team would write by hand. They don't know your pricing logic, your modular SKUs, your discount rules, or your case study library. The Foundation gives the drafter all of that context, so the proposal that lands in the rep's inbox is already 90% right.

See how the Foundation works.

The AI brain, the data layer, the workforce. Two-week install. Yours from handover.

See the Foundation →
Related outcomes

Other places sales velocity stalls.

The next step

Stop losing deals between the call and the proposal.

Thirty minutes with Titus. We look at your current proposal flow, where it slows, and whether AI drafting is the right first move.

Book a discovery call →
30 minutes with Titus · No deck · Honest read on whether we're a fit.