Accurate proposals and quotes drafted from the call, not rebuilt from scratch
A done-for-you proposal and quote generation automation is an AI agent that drafts proposals, statements of work and quotes from what was agreed with the buyer. It reads the deal in your CRM, call notes and requirements, picks the right template, products and price book entries, writes the scope, and routes discounts or custom terms for approval before sending for e-signature. BufferSol builds it on your own CRM, documents and pricing.
- Live in 3 to 6 weeks
- Works inside your current tools
- Your people approve what matters
Built for
ManufacturersThe outcome
What changes for your business
Faster turnaround after the call
A complete first draft is ready shortly after the meeting, built from the deal, the call and your approved content.
Correct prices and terms
Line items, prices and terms come from your price book and contract library, and anything outside policy is flagged before it reaches the buyer.
Approvals on record
Discounts, custom terms and non-standard scope go through a clear approval path, with every decision stored on the deal.
Is this you?
For B2B sales teams, agencies, IT and engineering services firms and manufacturers that send dozens of proposals or quotes a month, each pieced together from old documents, spreadsheets and price lists.
- Reps start each proposal by copying the last one and hunting for things to change.
- Quotes go out with old prices, wrong product codes or a previous client's name.
- Discount approvals happen in Slack threads and nobody can find them later.
- Proposals take days to send after a good call.
- Templates in your proposal tool break or drift, and each rep keeps a private version.
Today vs done for you
The current way, and the new way
What your team does by hand today, and what the automation does instead, step by step.
How it works today
- After a good call, the rep finds a similar past proposal in Google Drive or SharePoint and makes a copy.
- They rewrite the scope from their notes, swap names and logos, and paste in case studies.
- They build the pricing table from a spreadsheet or the CRM price book, adjusting discounts by hand.
- They ask a manager or finance in Slack or email to approve the discount or terms.
- They load the final document into PandaDoc, DocuSign or a PDF and send it, then update the CRM.
What it quietly costs you
- · Days pass between the buyer saying yes in principle and seeing a proposal.
- · Errors in prices, scope or names reach buyers and lead to rework or lost margin.
- · Approvals are informal, so leaders cannot see which discounts were given or why.
How it works done for you
- When a deal reaches the proposal stage, the agent reads the CRM opportunity, contacts, products discussed, call transcripts and any RFP or requirements documents.
- It picks the right template for the product, region and deal size, and drafts the executive summary, scope, deliverables, timeline and assumptions in your house style.
- It builds the quote from your price book in HubSpot, Salesforce CPQ or your ERP, applies standard discounts and taxes, and checks margins and product rules.
- It adds matching case studies, security answers and legal terms from an approved content library, and marks anything it could not source for the rep.
- Discounts above policy, custom terms or unusual scope are routed to the right approver in Slack, Teams or the CRM with the reason; nothing is sent until approved.
- The rep reviews the draft, makes final edits and sends it through PandaDoc or DocuSign. The agent tracks opens and signatures, and nudges the rep when follow-up is due.
- Each version, approval and price change is logged on the opportunity.
Your people
What changes for your team
Account executive
Today
Rebuilds proposals from old copies and waits on informal approvals.
Done for you
Reviews a complete draft, adjusts the story for the buyer and sends it the same day.
Sales manager or deal desk
Today
Approves discounts in chat threads with little context.
Done for you
Approves exceptions with the deal, margin and reason in one place, and sees patterns across deals.
Finance or legal
Today
Finds non-standard terms after the contract is signed.
Done for you
Sees and approves every non-standard term before it reaches the buyer.
The numbers
What it's worth to you
Estimate the time and cost you get back with your own numbers. We baseline the real figures in week 1 and track these KPIs from day one.
Example inputs · change them to yours
The automated share covers drafting, pricing, content assembly and approval routing; reps and approvers still review every document.
Staff time back
120 hours a month
About 0.8 full-time people freed for higher-value work
Capacity reclaimed a month
$7,200
A year
$86,400
An estimate from your inputs only. In week 1 we measure your real baseline, so results are tracked against your own numbers.
Time to proposal
Hours from the deal reaching the proposal stage to the proposal being sent, from CRM and e-signature timestamps.
Quote errors
Proposals revised after sending because of wrong prices, items or names, tracked monthly.
Discount approval time
Time from approval request to decision, from the approval log.
Discount levels
Average discount by product, rep and segment, compared before and after launch.
Proposal win rate
Signed proposals divided by proposals sent, tracked by segment and template.
62%
Works with the tools you already use
- Salesforce CPQ
- HubSpot
- PandaDoc
- DocuSign
- Google Drive
- SharePoint
- NetSuite
- QuickBooks Online
- Gong
- Slack
Guardrails built in
- Prices come only from your price book; manual price overrides and discounts above policy need a named approver.
- Legal terms come from your approved clause library, and any edited clause is flagged to legal.
- The agent never sends a proposal to a buyer; the rep sends it after review.
- Every version, price change and approval is logged on the opportunity and stored with the document.
- Client information from one deal is never reused in another client's draft.
Why it hurts today
What teams say about this work
Common complaints from operators, reviewers and industry research.
Users of a popular proposal tool say platform updates broke many of their saved templates and that editing documents before sending for signature is harder than it should be.
Reviewers of another proposal platform report that a change to one template can alter others, that the system is often slow, and that it ended up costing more time than it saved.
Salesforce found that reps spend most of their week on tasks other than selling, such as deal management and data entry.
Workers report spending too much of their day searching for information, such as the latest price list, case study or contract clause.
How it works
From kickoff to live in 3 to 6 weeks
We do the build, the integrations and the rollout. Your team gives us access, reviews the pilot and approves go-live.
- 1
Week 1
Discovery and access
We map the workflow with your team, agree the outcomes and KPIs, measure today's baseline and get secure access to your tools.
- 2
Weeks 2–3
Build and connect
We build the agents and connect your systems, with your rules, approval steps, permissions and logging.
- 3
Weeks 3–5
Test and pilot
We test on your real history, then run a pilot on live work while your team reviews what the agent does.
- 4
Weeks 4–6
Go live and hand over
We roll out in stages, train your team, hand over dashboards and runbooks, and keep improving it with you.
Included with every automation
Executive Ask: ask your business anything
One plain-English assistant connected to the systems you run: CRM, helpdesk, ERP and accounting, HR, inbox and documents. Leaders get sourced answers in seconds and can trigger actions with approval. It respects everyone's existing permissions and logs every answer.
See Executive AskAsk it, for example
- Which proposals sent this month are still unsigned, and what discounts did they include?
- What is our average discount by product this quarter, and who approved the largest ones?
- How long does it take us to send a proposal after the first call?
Does this replace PandaDoc, DocuSign or our CPQ?
No. Those tools handle document hosting, signatures and pricing rules well. The agent does the work around them: reading the deal and the call, writing the scope, pulling the right content, building the quote from your price book and routing approvals. The final document still goes out through the tools your buyers already know.
How do you stop it from making up scope or prices?
Prices come only from your price book or ERP, and scope comes from the CRM, call transcripts and your approved content library. When the agent cannot find a source for something, it leaves a highlighted placeholder for the rep rather than guessing. Every draft is reviewed by the rep, and exceptions go through approval.
Can it answer RFPs and security questionnaires?
Yes, for the parts you have answered before. The agent matches each question to approved answers in your content library, drafts responses, and flags new or changed questions for the right subject expert. Over time, approved answers are added back to the library so each RFP takes less effort.
How long does it take to set up?
Most proposal and quote builds go live in 3 to 6 weeks. We gather your best recent proposals, clean up templates and the price book, build the content library and approval rules, connect the CRM and e-signature tool, and test on recent deals before reps start using it.
What does it cost?
It is quoted after a short scoping call. The price depends on how many proposal types and templates you use, the state of your price book, the CRM, CPQ or ERP involved, and whether RFP answering is included. You get a fixed scope before any build work starts.
Pairs well with
Sales Meeting Prep & Follow-Up
Walk into every sales call prepared and send the follow-up the same hour
See the outcomeCRM Data Entry & Hygiene
A CRM that updates itself from emails, calls and meetings, and stays clean
See the outcomeQuotes & Estimates
Estimates sent the same day and followed up until the customer decides
See the outcomeSources
- PandaDoc Reviews | Read Customer Service Reviews of pandadoc.com, Trustpilot
- Proposify Reviews | Read Customer Service Reviews of www.proposify.com, Trustpilot
- New Research Reveals Sales Reps Need a Productivity Overhaul – Spend Less than 30% Of Their Time Actually Selling, Salesforce
- Will AI Fix Work?, Microsoft WorkLab
Get Proposal & Quote Generation done for you
Tell us about your volumes and tools. A senior engineer replies within one business day with scope, timeline and cost.
Live in 3 to 6 weeks · Priced after a short call · Company emails only