All projects Case study · Enterprise AI, B2B

QuoteAI Pro: from client brief to finished proposal, in hours instead of weeks

An AI-powered proposal platform that reads your client's documents, extracts requirements, and writes a complete, branded engineering proposal you can review and send.

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// problem

The problem

Engineering and manufacturing proposals take days of manual work: reading specs, extracting requirements, scoping stages, and writing dozens of consistent sections. Quality varies, details get missed, and every deal starts from a blank page.

// solution

The solution

QuoteAI Pro turns the client's raw materials (presentations, PDFs, specs, even audio) into a structured, reviewable proposal. People stay in control at every step; the AI does the heavy lifting.

// flow

How it works

Step 01
Upload the client's materials
Documents are analyzed and indexed automatically, so every AI answer is grounded in the client's own files.
02Deal overview
Step 02
Generate sections with AI
A guided editor writes each proposal section from your template, with sources and an accuracy score.
03AI editor
Step 03
Review requirements and the product breakdown
The system extracts client requirements, matches them against your standards database, and flags what is missing.
05Requirements review
Step 04
Plan the work process
Work stages are proposed from the confirmed requirements and can be reordered and approved.
06Work process
Step 05
Render, approve, send
A paged, branded PDF is produced with full version history and approval.
07Proposal rendering

// features

Key features

Grounded AI (RAG)Answers cite the client's own documents.
Requirements reviewAI extraction, source linking, and priority/risk estimates, with human confirmation.
Product breakdownSubsystems and components classified against your component library.
Work process builderStages generated from confirmed requirements.
Templates40+ sections managed centrally; consistent output on every deal.
Versioning and approvalEvery proposal version is saved, approved, and shareable via a tracked link.
Runs on your infrastructureSelf-hosted models; data stays under your control.