Sales Automation
AI Proposal Generator
A serious buyer asks for a proposal and the clock starts. Someone assembles photos, pastes pricing into a template from last year, recalculates the payment schedule by hand, and two days later sends a PDF with the previous client's name still in one footer. Meanwhile the buyer's enthusiasm aged two days.
We build a generator that produces a polished, accurate, personal proposal in minutes, for every deal, not just the big ones.
The problem it removes
Proposal work is skilled formatting, which is the most expensive way to waste a salesperson. Commercial and luxury deals need investment summaries and ROI workings that take real hours. The result is that proposals go out slowly, inconsistently branded, occasionally wrong in the numbers, and only for deals big enough to justify the pain. Every smaller buyer gets a WhatsApp forward instead.
What we build for you
A generator that assembles complete, branded proposals from your live data and each buyer's actual requirements.
- Pulls property details, photos, floor plans and amenities from your inventory
- Calculates pricing, payment schedules and ROI estimates automatically
- Personalises recommendations to the buyer's stated needs and history
- Outputs polished PDFs or interactive web pages with your branding
- Tracks opens and time spent per section, so agents know what landed
How it works
- 1
Load the brand
Templates get built once, to your identity, reviewed by you. Every proposal inherits them.
- 2
Connect the numbers
Pricing rules, payment plans and ROI formulas come from your actual business logic.
- 3
Generate in minutes
Agent picks the property and buyer, reviews the draft, sends. The two day lag becomes a coffee break.
- 4
Read the signals
Section level engagement tells the agent whether to talk price, location or financing on the next call.
What changes for your business
- Proposals delivered while buyer interest is at its peak
- Every document branded, current and correct in its numbers
- Investment grade summaries available for every deal size
- Agents learn what each buyer studied before the follow up call
Frequently asked questions
What goes into a generated proposal?
Property details, photography, floor plans, amenities, transparent pricing, payment schedules, ROI estimates where relevant, and recommendations matched to the buyer. Sections are configurable per audience, an investor sees different depth than a family buyer.
PDF or web page, which should we send?
Both have their place. PDFs travel well and print for site visits. Interactive pages track engagement and always show current pricing. Many teams send the page and attach the PDF.
How accurate are the ROI estimates?
They compute from your inputs, rental yields, appreciation assumptions and costs, with every assumption printed. We deliberately show the workings, because credible transparency sells better than a bold number.
Can it handle commercial property proposals?
Yes. Commercial templates include tenancy details, yield calculations and area statements. It is where the time savings are largest, since those documents hurt the most to build by hand.
Send the proposal the same hour they ask
In a free audit, bring one recent proposal and we will show you the same document generated in minutes, with your branding and live numbers.
Book a free 45 minute audit ↗Related sales automation automations
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