Generate Professional Sales Proposals & Quotes in Seconds

RhinoAgents' AI-powered sales proposal generator empowers sales teams to create accurate, branded, and fully customized proposals or price quotes instantly. Respond faster and win more business with automated proposal generation.

15-minute setup
Instant generation
Higher win rates
Capabilities

What Does Our AI Sales Proposal Generator Do?

The AI Proposal & Quotation Generator automates the traditionally slow and error-prone process of creating proposals and quotes. It reads client data from forms, emails, CRM records, or chat transcripts and instantly composes tailored proposal or quotation documents using your business logic, pricing structures, and branded templates.

Auto-Generate Proposals

Automatically generate proposals based on predefined templates and dynamic logic, eliminating hours of manual work and ensuring consistency across all documents.

Real-Time Data Integration

Pull real-time data from CRMs, product catalogs, and pricing systems to ensure proposals are always accurate and up-to-date with current information.

Custom Terms & Deliverables

Incorporate custom terms, deliverables, and payment schedules automatically based on client type, deal size, and specific requirements.

Professional Document Formatting

Format proposals into polished, client-ready PDFs or HTML documents with your branding, logos, and professional styling.

Approval Workflows

Route proposals through internal approval workflows automatically, ensuring compliance and proper review before client delivery.

Instant Multi-Channel Delivery

Deliver proposals instantly via email, messaging platforms, or client portals with automated follow-up sequences and tracking.

Key Features

Key Capabilities of an AI Sales Proposal & Quotation Generator

Our AI proposal solution offers sophisticated capabilities to streamline sales processes and improve proposal quality.

Dynamic Proposal Generation

Instantly generates personalized proposals based on CRM data, customer interactions, product/service details, and predefined templates. Saves hours of manual writing and reduces the risk of human error.

Smart Quotation Building with Real-Time Pricing

Calculates and inserts pricing details dynamically, including taxes, discounts, custom pricing tiers, volume pricing, or service bundles. Ensures consistency and accuracy in quotes and supports pricing complexity.

Prebuilt & Customizable Templates

Offers drag-and-drop or no-code customization of branded templates, including legal disclaimers, deliverables, terms, and dynamic pricing tables. Ensures branding consistency across all proposals and gives flexibility to modify layouts.

Real-Time Edits & Document Preview

Our AI-powered sales proposal & quotation agent allows users to preview and make edits in real time before finalizing the document. This provides confidence and flexibility to reps who want to tweak content before sending it to clients.

Conditional Logic and Personalization

Uses conditional rules to dynamically include or exclude sections based on deal size, industry, or product type. Creates highly targeted proposals without requiring manual formatting.

Approval Workflows & E-Signatures

Routes the proposal through internal approval chains before sending it and supports e-signatures through integrations. This keeps compliance in check while speeding up turnaround.

Audit Trail with Job History

Every generation, edit, approval, and delivery action is logged in RhinoAgents' job management system. Ensures full transparency and simplifies performance reviews, compliance, and dispute resolution.

AI-Powered Content Suggestions

Recommends content like case studies, testimonials, or product features relevant to the client or deal type. Enhances proposal relevance and boosts client confidence.

Scalable API-First Architecture

Built on RhinoAgents' API-first infrastructure, allowing you to create, scale, and manage multiple agent deployments across departments or geographies. Enterprise scalability with full flexibility and control.

Advanced Capabilities Spotlight

Enterprise-grade features that set our AI proposal generator apart from basic automation tools.

Intelligent Content Optimization

Advanced AI algorithms that optimize proposal content for maximum impact:

  • Industry-specific language and terminology
  • Tone adjustment based on client profile
  • Competitive positioning and differentiation
  • Win probability scoring and optimization

Advanced Analytics & Insights

Comprehensive tracking and analytics to optimize proposal performance:

  • Proposal view and engagement tracking
  • Time-to-response analysis
  • Win rate correlation with content elements
  • A/B testing for proposal optimization
98%
Accuracy Rate
15s
Average Generation Time
40%
Faster Response Time
25%
Higher Win Rate
Seamless Connections

Integrations

At RhinoAgents, our agents are API-native and effortlessly plug into your ecosystem. Our AI Proposal & Quotation Generator connects with tools and platforms across the sales, pricing, and communication stack.

Salesforce
Z
Zoho CRM
H
HubSpot
Shopify
ZI
Zoho Inventory
O
Odoo ERP
Gmail API
Outlook
WhatsApp Cloud API
DS
DocuSign
HS
HelloSign
A
Apollo
C
Clearbit
Need a custom integration?

Our API supports additional integrations for your specific sales workflow needs.

Seamless Data Flow

Real-time synchronization ensures your proposals always use the latest client data and pricing information.

Faster Implementation

Pre-built connectors mean you can start generating proposals in minutes, not weeks.

Enterprise Security

All integrations use secure APIs with enterprise-grade encryption and authentication.

Benefits

Why Choose RhinoAgents?

Unlike generic email tools, our AI Cold Email & Outreach Agent offers unique advantages specifically engineered for B2B sales dynamics and growth teams.

Purpose-Built for Sales and Growth Teams

Unlike generic email tools, our agent is engineered for B2B sales dynamics, especially for SDRs and growth marketers targeting mid-market to enterprise clients. Every feature is designed with sales conversion in mind.

No-Code Friendly

Build and launch your own outreach agent in under 30 minutes—even if you're not a developer. Our intuitive drag-and-drop interface makes advanced automation accessible to everyone on your sales team.

Custom-Built Agents

Unlike rigid platforms, our AI agents are prompt-driven and can be configured for your specific ICP, tone, and goals. Every outreach campaign is tailored to your unique business requirements and messaging strategy.

End-to-End Workflow Logging

Our job system tracks every email, response, and decision made by the agent for full visibility. Get complete transparency into your outreach performance with detailed audit trails and analytics.

Response-Oriented by Design

Trained on millions of sales conversations, our agents are optimized for responses, not just sends. Every email is crafted to drive engagement and move prospects through your sales funnel effectively.

Rapid Deployment & Scaling

Go from setup to sending personalized emails in minutes. Scale your outreach efforts instantly without hiring additional SDRs or expanding your sales development team.

Success Stories

Sample Use Cases

See how organizations are transforming their sales processes with our AI Sales Proposal & Quotation Generator.

Software Sales Team

Proposal Automation for Software Sales

Technology-focused sales team

48hrs → 15min Proposal Creation Time
↑35% Response Rates
CRM Integration Branded Templates Dynamic Pricing Follow-up Automation

Challenge: A technology-focused sales team struggled with long delays in sending tailored proposals to prospective clients. Each document required manual input, branding alignment, pricing lookup, and follow-up coordination, often taking 1-2 business days.

Solution: By building a custom AI Proposal & Quotation Agent using RhinoAgents' no-code platform, the team connected their CRM, uploaded branded templates, and used prompts to automate content insertion based on lead attributes. Pricing was dynamically fetched from their product catalog, and proposals were sent instantly with a follow-up reminder scheduled.

"The AI proposal agent has completely transformed our sales velocity. We can now respond to RFPs within minutes instead of days."

— Sarah Martinez, Sales Director

Key Results: 48-hour to 15-minute turnaround, increased response rates, improved team productivity.
Service Agencies

Scalable Proposal Management

Growing service-based business

100% Uniform Quality
80% Admin Time Saved
Multi-Regional Reusable Agents Approval Workflows Budget Thresholds

Challenge: A growing service-based business struggled with inconsistencies in proposal quality and delivery across different teams and regions. Each team followed different formats, and document quality varied widely, impacting client perception.

Solution: They created reusable AI agents tailored to each service category. Each agent used branded templates, defined pricing logic, and triggered approval workflows if certain budget thresholds were exceeded. The agents were cloned and slightly modified to meet each region's specific needs.

"Now every proposal that goes out looks professional and follows our brand guidelines, regardless of which team member created it."

— Michael Chen, Operations Manager

Key Results: Uniform professional output, 80% reduction in admin time, easy scaling across teams.
Freelancers & Consultants

Automated Retainer Quote Generation

Independent professionals

5min Response Time
↑50% Client Engagement
Intake Forms Dynamic Pricing Service Packages Project & Monthly Billing

Challenge: Independent professionals and consultants often spend hours drafting personalized proposals or retainers for each inquiry, which results in burnout and slow follow-ups.

Solution: By setting up a personal AI agent, freelancers connected their intake form (or CRM) with dynamic pricing tables and used smart templates for various service packages. The agent included monthly or project-based billing options, scope outlines, and client-specific variables.

"I can now compete with larger agencies on responsiveness. Clients are impressed that they get a detailed proposal within minutes of their inquiry."

— Emily Rodriguez, Marketing Consultant

Key Results: 5-minute automated proposals, higher engagement, competitive edge with larger agencies.
FAQ

Frequently Asked Questions

Find answers to common questions about our AI Sales Proposal & Quotation Generator.

Start Building Your AI Proposal Agent Today

Let your sales team focus on closing, not formatting. With our AI Sales Proposal & Quotation Generator, you can respond to leads faster, impress clients with professionalism, and increase win rates.