B2B SalesImplemented case · Organisation not identified

Commercial Proposal Engine

Qualification, solution, pricing, proposal and approval connected to CRM and commercial knowledge.

Opportunity-to-proposal-to-follow-upSales · Presales · Finance · Legal · ManagementDelivered in 6–8 weeks

Implementation snapshot

DELIVERED

Opportunity brief · Proposal copilot

Integrated

CRM · KORIA · Product catalogue · Pricing

Proven impact

–50%

Time to first draft

>90%

Approved content reused

BEFORE

The initial challenge

Proposals were assembled from old documents, email contributions and approvals without an SLA.

DELIVERED

The implemented solution

A process was implemented to generate a consistent first draft from CRM data, reuse approved knowledge and accelerate approvals.

Opportunity-to-proposal-to-follow-up

Implemented process

Opportunity

CRM and requirements

Solution

KORIA and catalogue

Proposal

Draft and pricing

Approval

Margin, legal and management

Follow-up

CRM and signals

AI-assistedHuman decisionSystem action

SOLUTION

The delivered system

Opportunity brief

Consolidates context, requirements, decision-makers and risks from CRM.

Proposal copilot

Builds the proposal using approved content, cases and tailored language.

Approval control

Applies margin, exception, legal and authority rules.

Deal signals

Captures follow-up, objections and learning for future proposals.

PLUG

Implemented architecture

CRM

KORIA

Product catalogue

Pricing

Document generation

E-signature

AI orchestration layer

Models · Rules · Agents · Audit

Role-based access

Source citations

Human approvals

CONCEPTWeeks 1–2

Commercial process

Template, rules, content and baseline

PLUGWeeks 3–6

Proposal engine

CRM, KORIA, generation and approvals

PLAYWeeks 7–8

Pilot team

Evals, adoption and template improvement

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