Outcome · Faster quotes

Send quotes and proposals while the customer is still interested

Your team spends its time on pricing and judgement, not hunting for last year's version and fixing formatting.

Talk through a workflow See what changes

Sound familiar?

Every proposal starts from an old one and someone has to clean it up
Senior staff are the bottleneck because only they know what to include
Pricing lives in a spreadsheet that has to be re-keyed into the quote
Quotes go out days after the site visit, and some never go out at all

What changes

Faster turnaround

A first draft is ready within hours of the request, built from your approved content and past work.

Consistent quality

Standard scope, exclusions and terms are always included, so fewer things are missed.

Senior time where it matters

Experienced people review and adjust the draft instead of writing it from scratch.

Every quote followed up

Sent quotes are tracked, and follow-ups are drafted for your review if a customer goes quiet.

How we'd approach it

Look at recent quotes
We review a handful of recent quotes or proposals and time each step.
Organise what you reuse
Build a small library of approved descriptions, scopes, rates and boilerplate in the tools you already use.
Draft with help
Add templates, automation and, where useful, AI drafting that only uses your approved content.
Review and measure
Your team approves every draft during the pilot. We compare turnaround and win rate against the baseline.

What it might look like

Environmental consultancy · 35 staff

Proposals in a day, not a week

Project managers fill in a short intake form. A draft proposal is assembled from approved scope sections and past project summaries, ready for a principal to review.

Multi-crew trades · 20 staff

Quotes sent from the truck

Site-visit notes and photos turn into a structured quote in the field-service system, priced from the current rate sheet, for the estimator to approve.

Industrial supplier · 45 staff

RFQs answered from the catalogue

Incoming requests for quote are matched to catalogue items and recent pricing so the sales team starts from a checked draft.

These are illustrative examples of the kind of work involved, not results from specific clients.

What we measure

We agree a baseline before changing anything, then check the same numbers afterwards.

Days from request to quote or proposal sent
Senior staff hours per proposal
Quotes sent per week
Quote-to-job or proposal win rate

Works with what you have

Usually built around Microsoft 365 (Word, SharePoint and Copilot if you have it) or Google Workspace, plus your CRM, accounting or field-service software. AI drafting is added only where it saves real time, and only uses content you approve.

Questions

Will AI make up things in our proposals?

Drafts are built from your approved content and past work, and a person on your team reviews every one during the pilot. We design the process so it’s easy to see where each section came from.

We already have Microsoft Copilot. Is that enough?

Sometimes. Copilot works much better when your templates and past proposals are organised. We often start by getting more out of what you already pay for.

Is our client information kept confidential?

We pick tools and settings based on how sensitive your client material is, and we document where data goes. Some firms keep everything inside their existing Microsoft or Google environment.

How long does your next proposal take?

Bring a recent example. We'll look at where the time goes and what a faster process could look like.

Talk through a workflow