ToolsProposal generator
A “Create proposal” button on the company card: AI gathers the client's history and drafts a commercial proposal — you can edit it and save it to the feed. The prompt text is configured in the app.
- Proposal template
- Standard proposal
- Your instructions
- Focus on installments: 40 units, three months at no extra cost
AI is drafting the proposal from the company history…
Dear Daniel, thank you for your interest in our equipment.
We offer Vetor Ltda. 40 units with delivery by the end of the month.
Payment in three monthly installments at no extra cost; the first payment after delivery.
- Proposal saved to the feed · PDF attached
A “Create a quote” button on the company card. The AI gathers the client's history and, using your template, prepares a draft commercial proposal. The draft can be edited by hand, and in manual mode you can also add your wishes before generation and refine the quote based on feedback. It is saved to the company feed, optionally with a PDF.
A commercial proposal is written from scratch for each client: gathering the history, recalling the agreements, formatting it — it takes time, and a newcomer's comes out clumsy and off the company's tone.
One button — and a ready quote draft from the client's history and your template. The manager tailors it and saves it to the card. Fast and in one style.
What you get
- A quote draft from the client's history — one button from the card
- By your prompt templates (your own per department and employee)
- Your template sets the language and tone; in manual mode the finished quote is refined based on feedback
- Saved to the company feed, optionally with a PDF
How to connect
- 1Enable the appFree, in the Marketplace. “Configure” opens the templates.
- 2Create a quote templateIn “Configure” click “Add template”, enter the prompt text and set “Visible to” (empty — everyone). There you also choose the “Proposal creation mode”: automatic or manual. Without a template generation is unavailable.
- 3Create a quote from the cardOn the company card click “Create a quote” — the AI returns a draft; edit it and save to the feed. The button is visible to the administrator and to employees with the permission to create quotes.
Tools
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