Feature
AI Proposal Generation That Turns Qualified Leads Into Clear Offers
Scalaro helps teams assemble consistent proposals faster while keeping pricing, approvals, and follow-up tied to the sales pipeline.
How does AI proposal generation work?
AI proposal generation combines lead details, service packages, pricing rules, and approved copy into a draft proposal. Scalaro can add human approval, send tracking, and follow-up so proposals do not sit untouched.
Pain points
- Proposals take too long to create.
- Pricing and scope language vary by salesperson.
- Sent proposals are not followed up consistently.
- CRM stages do not reflect proposal status.
Feature benefits
- Shorten the time from call to proposal.
- Keep proposal language consistent.
- Avoid losing warm buyers to slow follow-up.
- Track proposal status inside revenue reporting.
How it works
- 1. Map your offer, packages, pricing inputs, and approval rules.
- 2. Pull lead context from calls, forms, CRM notes, and discovery data.
- 3. Generate a draft proposal for review or direct send.
- 4. Trigger reminders, status updates, and next-step tasks.
Use cases
- Service quotes
- Agency proposals
- Contractor estimates
- B2B implementation plans
Integrations
Google DocsDocuSignPandaDocHubSpotStripeQuickBooks
Frequently asked questions
Can proposals require approval?
Yes. Scalaro can generate drafts and hold them for review before anything is sent to a prospect.
Can proposals include custom pricing?
Yes, as long as the pricing rules and inputs are defined clearly during setup.