Proposal Accelerator

From conversation
to proposal.

Get a professional sales proposal moving before you're back at the office. AI brings the resources, project structure, costing and presentation together—while your people remain in control.

01ConversationCall · Email · Face to face
02SharePointTrusted project workspace
03CostingYour existing process
04ProposalQuote · PowerPoint · Review

Faster turnaround, without losing control

AI works alongside the way your business already works.

Proposal Accelerator is not another disconnected app. It is a solution shaped around your sales process, your costing and your approved content. SharePoint remains the secure source of truth; AI helps the team move through the work with greater speed, consistency and adaptability.

From idea to delivery

One connected workflow.

Each stage is designed around the real decisions your team already makes. Automation handles the preparation; people provide direction, judgement and approval.

01

Capture the opportunity

Start with the customer call, email or face-to-face conversation. The sales team defines the project and the outcome the customer needs.

02

Bring the resources together

AI gathers the approved templates, service information and supporting material needed for the opportunity.

03

Create the project

A consistent project structure is established in SharePoint, keeping the working material organised in your secure source of truth.

04

Prepare costing and content

Your existing costing process stays in place. AI helps apply it, prepare the quote and assemble tailored proposal content faster.

05

Build, review and deliver

The PowerPoint proposal is prepared for the salesperson to review, adapt and approve before anything reaches the customer.

Customer perspective

“Seeing how powerful this is—and knowing my team can spend more time with the client instead of doing the grunt work behind the scenes—is incredible. AI pulls together everything we need.”

Rob · Director / Founder

Turn the next conversation into momentum.

Book a workflow assessment