Proposals, quotes, and RFPs

Your proposal still takes an hour.

Conditional SKUs, CRM fields, and last-call context get re-keyed by hand.

The document tool is not the bottleneck. The logic is.

Every integration looks custom because every catalog is different. Reps re-key what the CRM already knows. Nobody owns the why behind the template.

Audit the current path

We map where the manual work lives in your CRM-to-document flow and hand back a fix plan. Same week, not a three-week sales cycle.

Fix it, or replace the ceiling

If the template model can hold the logic, we add it. If it cannot, we build a Claude plugin that drafts from CRM and product data instead of a rigid template.

Your team still sends it

Draft and hold. RFP support during the first month is included for qualified builds.