AI & automation
Proposal Automation
Generate proposal drafts or documents from structured customer, service and pricing data.
Discuss Proposal Automation
What Proposal Automation helps with
Prepare proposal drafts from structured customer and service information. Proposal automation reduces repeated copying by connecting approved templates to defined data fields. We pay particular attention to pricing sources and review steps, so a generated document is not mistaken for an authorised customer commitment.
What we can help you put in place
We confirm the deliverables in a written proposal before work begins. A scope for this service can cover:
- Proposal template and required data field mapping
- Draft document generation from approved sources
- Review status, output checks and handoff documentation
Important scope considerations
Electronic signatures, legal drafting and automatic sending are separate decisions. Prices, tax treatment and contract terms must come from an authorised source and be reviewed before delivery.
What to bring to the first conversation
Bring a real example of the workflow, including the inputs, systems involved and the action you want to happen. We also need to understand the consequences of errors, access boundaries and who should review exceptions.
How we work with you
- Define the brief. We review your goals, current setup and the requirements specific to proposal automation.
- Agree the work. Your proposal sets out deliverables, responsibilities, dependencies and commercial terms before implementation or advisory work begins.
- Review the outcome. We walk through the agreed output, explain any limitations and confirm the next steps or ongoing ownership.
Common questions
Can proposals be sent without someone checking them?
That is a separate permission and risk decision. We normally plan a review stage so the customer details, scope and commercial terms are checked before the proposal is sent.
How is this service quoted?
We confirm a quote after reviewing the brief, existing systems and deliverables. Any third-party fees, recurring costs and tax treatment are set out in the proposal. A catalogue indication is not a final project quote.
Your next step
Talk through your proposal automation needs.
Tell us about your current setup and the outcome you want. StrandIT is based in Sydney NSW, Australia.