Turn rough notes into quote or proposal drafts

What this solves

Sales notes exist, but someone still rewrites the same scope language or proposal structure from scratch every time.

• Quotes go out late because senior people are the only ones trusted to draft them.
• Proposal quality varies by who writes it.
• Discovery calls capture the right context, but the follow-up takes too long.

What AI is good at here

• Turning call notes into structured proposal sections.
• Suggesting reusable scope language and exclusions.
• Summarizing assumptions so humans can price and approve faster.

What AI should not own

• Humans must still approve pricing, commercial commitments, and unusual exceptions.
• AI should not decide risk terms on its own.

Best first implementation

• Standardize one quote or proposal template first.
• Feed AI with approved scope examples, exclusions, and proof points.
• Use AI for draft generation, not final send.

What good looks like

• Quote turnaround time drops.
• Senior people review instead of rewrite.
• Proposal quality becomes more consistent.

Common mistakes

• Automating pricing before pricing logic is stable.
• Expecting raw notes alone to produce strong proposals without a good template.