Proposals are manual
Salespeople build each one from scratch, pulling pricing and project details from spreadsheets and Sage.
AI proposal automation
Bank Design & Equipment: AI Proposal Automation
Start with one focused project, prove it quickly, and use that result to plan what comes next.
6 to 8 weeksKickoff to live use
2 weeksFirst working proposal draft
Human approvedPricing and scope stay under your control
Salesforce
Sage
Excel
Email
One workflowAI proposalDraft, review, track
01 · What we heard
What we heard
Bank Design & Equipment has grown 144% and wants to keep scaling without adding headcount at the same pace. Proposal work is the first place to act: every project is custom, pricing varies job to job, and today proposals are assembled by hand from Excel and Sage.
Pipeline visibility is thin
Salesforce tracks salesperson activity, but not the RFQs, RFPs and proposals themselves. Follow ups, site visits and document uploads depend on memory.
Systems do not talk
Salesforce and Sage hold different halves of the picture, and neither drives the proposal process.
Field knowledge lives in people
Truck stock and preventive maintenance reporting rely on technician experience and after-the-fact spreadsheet entry.
Start focused
We agreed to start with one focused project, prove it quickly, and use that result to plan what comes next.
02 · Phase 1
AI proposal automation and RFQ/RFP tracking
Phase 1 gives your sales team a first draft of every proposal in minutes and a single view of every open RFQ and RFP, with follow ups handled automatically. The AI drafts roughly 95% of each proposal; your team reviews pricing and scope and sends it.
What's included
Proposal drafting
The system learns from your past proposals, pricing history and project types, then drafts new proposals tailored to each job. It handles custom scope and variable pricing, not just fill-in-the-blank templates.
RFQ and RFP tracking
Every incoming request is logged with its status, owner, due date and next action, so nothing sits unanswered.
Automated follow through
Reminders for site visits, requests for technician notes and photos, document upload prompts, and nudges when a proposal has been waiting on a client too long.
Human review
Sales approves every proposal before it goes out. Your team stays in control of pricing and client relationships.
Team onboarding
Training for sales and operations staff, plus adjustments during the first weeks of live use.
03 · How it fits your systems
The solution works on top of Salesforce, Sage and your existing Excel files.
No system replacement is required. Select a source below to trace what it provides and how we connect.
Selected source
Salesforce
Client and opportunity records, salesperson activity, and RFQ/RFP status written back so sales tracking stays in one place.
Flows intoProposal draft + tracked next action
Data readiness check
Part of setup is a data readiness check. We review how clean and consistent your Salesforce and Sage data is, fix what blocks the proposal workflow, and flag anything else for later phases. This connection work also lays the foundation for PM reporting and inventory forecasting down the road.
Salesforce
What it provides: Client and opportunity records, salesperson activity
How we connect: API connection; RFQ/RFP status written back so sales tracking stays in one place
Sage
What it provides: Pricing, costs, job and financial history
How we connect: API or custom connector, depending on your Sage version
Excel
What it provides: Current pricing sheets and past proposals
How we connect: Imported during setup to train the drafting on how you price and write
Email and Google Workspace
What it provides: Incoming RFQs, client correspondence, reminders
How we connect: Connected for intake and automated follow ups
04 · Outcomes
Outcomes we commit to
Minimum reduction in proposal preparation time
A minimum 50% reduction in time spent preparing proposals.
Most clients automate 75% or more
Most clients automate 75% or more of the proposal process.
Faster turnaround from RFQ to submitted proposal
A sales cycle up to 75 to 80% shorter on the steps we automate.
Full opportunity visibility
Full visibility for Lee, the CRO and the COO on every open opportunity and where it stands.
05 · Timeline
Timeline
Phase 1 runs about 6 to 8 weeks from kickoff to live use, with a working proposal draft in your hands within the first two weeks.
Weeks 1 to 2
Workshops and first draft
Working sessions with sales, the CRO and the COO to map how proposals and RFQs flow today. We gather sample proposals and pricing, and deliver a first AI-generated proposal for your review.
Weeks 3 to 5
Build and connect
Salesforce and Sage connections, RFQ/RFP tracking, automated reminders, and refinement of drafting quality against your feedback.
Weeks 6 to 8
Pilot and launch
Your team uses the system on live opportunities. We tune it, train users and confirm the outcome targets.
The workshops in weeks 1 to 2 also confirm the final implementation amount, so scope and cost are locked before the build starts.
06 · 12-month roadmap
Phase 1 is the quick win; each later phase builds on the same data connections.
Choose a phase to explore the 12-month roadmap. Each later phase is scoped only once the one before it has delivered.
Months 1 to 2
Proposal automation and RFQ/RFP tracking
AI-assisted proposal drafting, one view of open requests, and automated follow through.
The timing above is indicative. We will revisit the roadmap with your leadership team at the end of Phase 1.
07 · Why Webisoft
Why Webisoft
Webisoft is a custom software and AI firm of about 40 engineers, based in Montreal, with all delivery done in-house in North America. We build AI automation that sits on top of the systems companies already run, including CRM, ERP and field service tools, rather than asking them to start over. Our proposal automation work is already in production with industrial and equipment companies facing the same custom-quoting challenges you described.
01
Builds on the CRM, ERP, and field service tools already in place.
02
Proposal automation work is already in production with industrial and equipment companies facing similar custom-quoting challenges.
03
One focused project first, then a roadmap grounded in the result.
08 · Investment
Investment
Deposit to start
$2,500 USDCovers workshops and the first proposal draft. Credited toward implementation.
Implementation
From $7,500 USDFinal amount confirmed after the initial workshops, before build begins.
Ongoing platform and support
$750 USD / monthHosting, AI usage, maintenance, updates, and support. Starts at go-live.
Our guarantee
If Phase 1 does not cut proposal preparation time by at least 50%, we keep working at no additional implementation cost until it does.