For sales, proposal teams, and management when the first proposal draft follows a repeatable structure and draws on the company's existing knowledge.
Astrafox product · AI for sales
The first proposal draft draws on knowledge the company already has
The AI agent prepares proposal content based on previous proposals and information provided in the process. The sales representative starts with a working draft, reviews the content, price, scope, and commitments, and then refines the proposal. We usually deploy it as a solution on the AMODIT platform, within the process the team already uses.
We deploy the solution on Azure, Google Cloud, or AWS. We configure data sources, permissions, and connections to company systems.
Before → After
The sales representative no longer starts each proposal by searching and copying
The agent uses previous materials to prepare the first draft. The sales representative focuses on what requires judgment and refinement in each proposal.
Before
The sales representative searches for similar proposals even though the first draft follows a repeatable structure.
After
The agent prepares the first draft based on previous proposals.
Before
Knowledge from previous proposals remains scattered across multiple documents.
After
The agent uses the selected materials to build a consistent proposal draft.
Before
An expert spends time preparing the repeatable part of the content.
After
The sales representative starts with a working draft and focuses on the scope, price, and commitments.
How the agent works
From previous materials to the first proposal draft
Receives the materials
It works with previous proposals and information provided for the new proposal.
Selects the right context
It uses materials relevant to the scope of the response being prepared.
Creates a working draft
It prepares the initial proposal content according to the agreed structure.
Hands it to the sales representative
The sales representative reviews the content, price, scope, and commitments, then refines and approves the proposal.
AI recommends; a person approves.
The agent prepares a working draft. The sales representative is responsible for the content and terms shared with the client.
What the user gets
A proposal ready for substantive refinement
First proposal draft
Working content prepared according to the repeatable structure used by the team.
Previous materials put to use
Content based on proposals and information the organization has selected as sources for the agent.
A clear review scope
The sales representative reviews the content, price, scope, and commitments before the document is used further.
Integrations and data
Proposal materials and the sales process in one solution
We usually deploy the agent as a solution on the AMODIT platform. The agent then becomes a step in the process: it works within the same document workflow, with the same permissions and case history, and the result reaches the right person as a task. AMODIT connects to ERP and CRM systems, data warehouses, and other company applications. When an organization does not use AMODIT, we integrate the agent directly with its systems.
Knowledge sources
We select the previous proposals and materials the agent uses to create the working draft.
Controlled connections
We configure the interfaces and permissions required to retrieve the materials and deliver the result.
Place in the process
We define where the agent's work begins and where the reviewed proposal goes. The connection method follows the interfaces of the specific system.
Security and data
Full control over where data is processed
We deploy AI on Azure, Google Cloud, or AWS in European Union regions. The models are not trained on client data, ensuring compliance with GDPR and the AI Act.
EU regions
We select and control the data processing location within the solution architecture.
Three platforms
We have experience deploying AI on Azure, Google Cloud, including Vertex AI, and AWS.
No training on client data
The models used in the product are not trained on client data.
Minimum permissions
The agent receives only the access required to use the materials and prepare the result.
Client implementation
We start with one proposal and a verified set of materials
We configure an existing model for the client's proposal process. We do not train LLM or OCR models.
Process and responsibility
We define who prepares the proposal, which parts are repeatable, and who approves the document.
Materials and rules
We select previous proposals, the expected structure, and the elements that require a human decision.
Configuration and integrations
We select the model, instructions, permissions, and connections to company systems.
Testing and launch
We compare the result with proposals prepared by the team, launch the product, and monitor the quality of its work.
Related solutions
Connect proposal preparation with RFQ assessment and contract work
FAQ
Frequently asked questions about the sales proposal agent
What does the AI Agent for Sales Proposals do?
It prepares the first draft of proposal content based on previous proposals and information provided in the process. The sales representative refines the document.
Does the agent send the proposal to the client on its own?
No. The sales representative reviews the content, price, scope, and commitments, then approves the document for further use.
What materials does the agent use?
It uses previous proposals and materials selected during product configuration. The organization determines which sources are current and available to the agent.
Does the product integrate with company systems?
Yes. The agent usually operates as a solution on the AMODIT platform, which connects to ERP and CRM systems, data warehouses, and other applications. When a company does not use AMODIT, we integrate the agent directly with its systems through the available interfaces.
Where is the data processed?
We deploy AI on Azure, Google Cloud, or AWS in European Union regions. We control where the data is processed, and the models are not trained on client data.
What AI experience does Astrafox have?
One of Astrafox's owners holds a PhD in artificial intelligence and has worked with AI since 2009.
How does implementation begin?
We start with one proposal, a set of previous materials, the expected structure, and the person responsible for approval. We then configure the instructions, integrations, permissions, and tests.
AI Agent for Sales Proposals
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