Proposal Auto-Fill Assistant
Create Accurate Proposals in Minutes, Not Hours
Automated proposal generation tool
See (Proposal Auto-Fill Assistant) In Action
The Proposal Auto-Fill Assistant by Kriatix is an AI-powered solution designed to automatically generate complete, error-free proposals by pulling data from your CRM, documents, and internal systems. From sales quotes to service proposals, this assistant eliminates manual data entry and speeds up deal closure with consistency and precision.
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What Is the Proposal Auto-Fill Assistant?
The Proposal Auto-Fill Assistant is a ready-to-use, customizable tool that automates proposal creation by intelligently filling customer details, pricing, scope, timelines, and legal terms. Built on the Kriatix AI platform, it ensures every proposal is accurate, compliant, and aligned with your brand—without repetitive manual effort.
Who Is It For?
| Role | How They Benefit |
|---|---|
| Sales Teams | Generate proposals faster and close deals quicker |
| Pre-Sales Teams | Reduce manual effort and avoid data inconsistencies |
| Business Development | Respond to RFPs and RFQs with speed and accuracy |
| Agencies & Consultants | Deliver polished, client-ready proposals every time |
| Operations Teams | Ensure compliance and standardized documentation |
Key Features
- Automatic data extraction from CRM and internal systems
- Smart field mapping for client, pricing, and scope details
- Pre-built and customizable proposal templates
- AI-powered content suggestions for sections and clauses
- Version control and approval workflows
- Brand-consistent formatting and layouts
- Export proposals as PDF, Word, or shareable links
Benefits
- Reduce proposal creation time by up to 70%
- Eliminate manual errors and missing information
- Maintain consistent branding and messaging
- Improve response time for prospects and RFPs
- Scale proposal generation across teams effortlessly
- Increase win rates with faster, professional proposals
How It Works
- Connect Data Sources – Link CRM, pricing sheets, and internal documents
- Select a Template – Choose from predefined or custom proposal formats
- Auto-Fill Content – AI populates all relevant fields instantly
- Review & Edit – Make quick adjustments or approvals
- Export & Send – Share proposals in your preferred format
Add-ons & Integrations
- CRM Data Sync
- Pricing & Quotation Engine
- E-signature Integration
- Document Management System
- Email & Workflow Automation
- Zapier Integration
Deployment & Access
- Web-based access from any device
- Cloud-hosted or On-Premise deployment
- Enterprise-grade security and compliance
- Fully white-labeled for partners and enterprises
What Our Partners Are Saying
"Company AI-powered interfaces have been praised for their usability ,Through exhaustive research and advanced automation, Kriatix made the application fluid, accessible, and future-ready for all users. The team adapted quickly to deliver complex AI-driven tasks and independently developed creative, detailed solutions. Their AI chatbot services stood out in particular — seamlessly integrating conversational AI that enhanced user engagement and streamlined support."
Amit Kumar
Co-Founder, Venture Transform Strategy Consulting LLP
"Kriatix.ai delivered the AI-powered application on time, leveraging Agile methodology to ensure flexibility and efficiency. The team conducted bi-weekly demos, keeping the project transparent and aligned with our goals. Using Jira, GitHub, and Slack, they maintained flawless communication and streamlined project management.Their integration of AI chatbots for real-time feedback loops accelerated our release cycle by nearly 25% and reduced manual validation efforts by 40%, resulting in a smoother, faster, and higher-quality delivery."
Sumit Kumar
CEO, HImalayan Basket Private Limiteds
"The AI-powered website delivered by Kriatix.ai is both visually appealing and high-performing they built a website that not only impressed us with its sleek design but also outperformed our expectations in speed and functionality. Their team worked as true partners—creative, experienced, and highly attentive to every detail.By integrating AI personalization and intelligent chatbots, the website now adapts to user behavior in real time, leading to a 35% increase in engagement and a 25% reduction in support queries."
Sneha Das
CEO, Ittisa
"Kriatix.ai completed the deliverables with excellence, often going the extra mile by suggesting AI-driven alternatives to our change requests. The workflow was seamless, with the team being timely and proactive in addressing every issue. They set realistic expectations, built intelligent automation into our processes, and delivered results with superb quality.Their AI chatbot integration not only streamlined support but also improved responsiveness, ensuring our users always received accurate and instant assistance."
Gururaj Mahale
Director of Growth Marketing, SYNERGOS
Frequently Asked Questions
Can the assistant pull data from my existing CRM?
Yes, it integrates with popular CRMs to automatically fetch client and deal data.
Are proposal templates customizable?
Absolutely. You can create, edit, and brand templates to match your business needs.
Does it support approval workflows?
Yes, multi-level review and approval workflows can be configured.
Can I use it for RFP and RFQ responses?
Yes, it’s ideal for generating structured responses quickly and accurately.
Is my proposal data secure?
The platform uses enterprise-grade security with role-based access controls.
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