Contact
Distribution / B2B trade

Automating B2B proposal preparation

-93%
proposal time
Problem

Salespeople prepared each proposal manually in 2–3 hours: product lookup, pricing, document formatting. Clients waited up to 2 days for a quote.

Solution

An AI agent reads the client inquiry from email, matches products from the price list, prepares a ready proposal document and sends it to the salesperson for one-click approval.

Implementation process

  1. Analysis of 200 historical proposals and inquiries
  2. Agent build: email parsing + product database
  3. Proposal template matching company branding
  4. 2-week pilot with 3 salespeople
  5. Rollout to the entire sales team

Result

Proposal time dropped from 2–3 hours to 10 minutes. Clients get quotes the same day, and inquiry-to-order conversion grew by 23%.

Technologies

Claude APIn8nGmail APIGoogle Sheets

Let's talk about your project

We reply within 24 hours on business days.

By submitting you consent to data processing for contact purposes.