Sales Proposal System

Build proposals around
what the buyer needs.

Turn discovery notes, agreed solutions, approved pricing and relevant proof into a proposal your team can review. AiDU connects preparation and approval so each document reflects the actual buying context.

Built around your team and the tools they use. We agree the scope, ownership and approval rules before connecting the workflow.

Discuss this system See how it works

CUSTOM CONFIGURATIONMANAGED BY AiDU

THE WORK TO CONNECT

The work starts before the document is written.

A persuasive proposal needs accurate requirements, a realistic scope and commercial terms your team can stand behind. The system organises those inputs, highlights gaps and assembles a draft without inventing commitments.

HOW THE SYSTEM WORKS

From your context to a useful outcome.

Extract the requirements

Read discovery notes and account records to identify objectives, constraints, deliverables and unanswered questions.

Assemble approved material

Select relevant solution descriptions, evidence and proposal sections from your maintained source library.

Check scope and pricing

Compare proposed deliverables and prices with the approved rules. Surface assumptions, exclusions and exceptions for review.

Coordinate approval

Route the draft to the right commercial or delivery owners and keep revisions tied to the version under review.

ONE POSSIBLE WORKFLOW

From discovery notes to an approved proposal.

One example of the workflow we can configure around your tools, source material and review process.

Sales adds discovery notes and confirms the buyer’s desired outcome.

The system extracts requirements and flags missing details that affect scope.

Approved solution sections, case evidence and pricing inputs are selected.

A draft presents deliverables, assumptions, exclusions and proposed terms.

Commercial and delivery owners review exceptions and request any changes.

The approved version is exported or handed to the agreed sending process.

MANAGED END TO END

Agree the inputs. Make the output useful.

Your inputs

Discovery notes, approved solution descriptions, pricing rules, proposal templates and current case evidence.

Your outcome

A proposal draft with traceable inputs, explicit assumptions and a clear approval path.

Ongoing operation

AiDU reviews the agreed connections, output quality and exceptions. Changes to your tools or source material feed into a controlled update process.

HUMAN CONTROL

Clear ownership at every step.

AUTOMATE

The agreed routine work

Organise requirements, assemble drafts and run consistency checks.

APPROVE

The decisions that need you

Require approval for prices, discounts, delivery dates, terms and the final proposal.

ESCALATE

The exceptions to resolve

Refer unsupported requirements or conflicting pricing to the relevant specialist.

A STRONG FIT WHEN

Your team recognises these gaps.

Proposals repeatedly start from an old document.
Prices and scope need checking across several teams.
Sales spends too much time finding relevant proof and approved wording.

QUESTIONS

What to know before you start.

Can it use our existing proposal template?

Yes. We assess the template, document format and required sections during setup. The system is configured around the structure and editing tools in scope.

Can it calculate bespoke prices?

It can apply documented pricing rules. Custom estimates, discounts and exceptions go to the authorised owner rather than being treated as approved prices.

Does it send proposals to buyers?

The starting workflow produces a draft for review. Final sending or publishing uses the agreed approval process and supported integrations.

How do we get started?

We agree the outcome, assess your existing tools and source material, and define the first workflow. Integration and delivery scope are agreed in a custom proposal.

What does AiDU manage after launch?

AiDU maintains the agreed workflow and connections, reviews exceptions and output quality, and incorporates your feedback. Your team retains the business decisions and approvals defined during setup.

START WITH ONE SYSTEM