Agentic AI Product

AI Proposal & Contract Generator

Brief in. Signed proposal and contract out. In minutes, not days.Starting at $X Delivered in 7 days.

AI Proposal & Contract Generator
THE CHALLENGE

Every hour spent writing proposals is an hour not spent closing them.

The best time to send a proposal is right after the call. Almost nobody does it.

Momentum Death

You win a discovery call and spend the next 3 days writing a proposal from scratch. Momentum dies. Client cools off.

Contract Risks

Contracts go back and forth over email. Wrong version gets signed. Terms get missed. Disputes follow.

Brand Inconsistency

Your proposals look different every time different structure, different tone, different pricing format. No consistency, no brand.

What it does

From Discovery Call to Signed Contract in Minutes

Process visualization

The AI Proposal & Contract Generator takes a client brief filled out right after a discovery call and automatically generates a fully formatted, branded proposal and contract ready to send. Scope, deliverables, pricing, timeline, terms all written, structured, and packaged without a human drafting a single line.

Client gets a professional document the same day. You get your time back.

Autonomous
CRM Native
24/7 Global
How it works

Automated Document Workflow

Intake & Creation

Step 1 - Input

Fill out a structured brief client name, problem, scope, deliverables, timeline, pricing, and specific terms. Takes 5 minutes.

Step 2 - AI Generation Layer

Agent generates two documents simultaneously: a branded proposal and a legally structured, ready-to-sign contract.

Step 3 - Formatting & Branding

Documents formatted automatically to your brand colours, logo, and layout. Proposal reads like a premium agency deck.

Agreement & Execution

Step 1 - Delivery

Documents sent via DocuSign, PandaDoc, or direct signing link. Client signs digitally, copy synced to your CRM.

Step 2 - Output

Signed contract triggers your kickoff flow: CRM deal stage updated, onboarding sequence started, invoice generated.

WHAT WE BUILD FOR YOU

WHAT WE BUILD FOR YOU

Before the agent generates a single document, we extract everything needed to make the output accurate and on-brand every time:

Your service catalogue

Every service you offer, how it's scoped, how it's priced.

Your proposal structure

How you present work, what sections matter, what your best proposals have in common.

Your contract terms

Payment schedule, revision limits, IP clauses, confidentiality, kill fee your standard terms baked in.

Your brand

Logo, colours, fonts, tone every document looks like it came from your team.

Your intake logic

What information the brief needs to capture to generate an accurate output every time.

Then we build the generation flow, train the AI on your templates and terms, connect your signing and CRM tools, test across real briefs, and hand off a system that runs every time a call converts.

Features

Closing Operations on Autopilot

TECH STACK - YOUR CHOICE

TECH STACK - YOUR CHOICE

GPT-4o

TECH STACK - YOUR CHOICE

Claude

TECH STACK - YOUR CHOICE

Groq

Results / Proof

Real Numbers. Real Businesses.

AI Proposal & Contract Generator

Creative Agency

United Kingdom

The Situation Before

Spending 4-6 hours per proposal manually. Average time from discovery call to proposal sent was 3 days. Win rate inconsistent.

After Deploying the Agent
2hTime to send proposal
+28%Win rate increase
20h+Time saved per month
100%Brand consistency
Timeline + Pricing

Fixed Price. 7-Day Velocity.

AI Proposal & Contract Generator

End-to-end automated document generation and signing workflow.

$X

7 days

Every Build Includes

  • Discovery session, service catalogue and terms mapping
  • Proposal and contract template training
  • Brand formatting setup (logo, colours, fonts)
  • Signing platform integration (DocuSign/PandaDoc)
  • CRM and post-signature automation
  • Test run across 3 real briefs
  • Handoff call and full documentation

Need Something Custom?

Customisation based on your specific business logic, integrations, or volume is available. Book a scoping call and we will quote you before anything starts.

Book a Scoping Call

Payment Terms

50% upfront to start the build. 50% on delivery once you are satisfied. No surprises, no hidden fees.

FAQs

The contracts are structured around standard commercial terms and are designed to be legally sound. However we're not lawyers for high-value or complex engagements, we recommend having a lawyer review your base template once before it goes into the system. After that, every generated contract uses that reviewed framework.
Yes retainers, fixed-scope projects, consulting arrangements, SaaS agreements. Each service type gets its own generation logic and clause set during setup.
Every document is editable before it goes out. The system generates a draft you review in under 5 minutes, make any changes, and send. For most briefs, documents go out with zero edits.
Yes fixed price, monthly retainer, milestone-based, hourly. Pricing table and payment terms generated based on what's in the brief.
Your choice PandaDoc, DocuSign, or a direct signing link. If you're already on one, we configure it. If not, we recommend based on your volume.

Intelligent Automation,
Made Simple.