AI Proposal Generator
for Complex B2B Deals
Enthusiasm has a half-life. Send the proposal before it fades.
The best moment to send a proposal is right after the call, while the buyer is still excited. This AI proposal generator turns your discovery call into a client-ready proposal, and a full SOW, in under 2 minutes.
Both sides leave a strong discovery call energized. That energy is the most valuable asset in the deal, and it decays fast, faster than most sellers think. The usual move is to send a fast, generic proposal to beat the fade, but generic doesn't convert. The Solution Proposal Agent ends the tradeoff: a proposal that is deeply tailored to the conversation and ready in under 2 minutes, so you send while the enthusiasm is still at its peak.
Sellers Choose Fast and Generic, Because They Can't Have Both
A deeply tailored proposal takes hours reps don't have. So most sellers send a generic one fast instead, usually inside two days. A section or two is bespoke, the rest is reused boilerplate. The prospect can tell, and tunes out.
From Discovery Call to Client-Ready Proposal
The Solution Proposal Agent reads the conversation, retrieves your best proof, and drafts a proposal structured to win complex B2B deals, grounded in what the buyer said.
This Lands in the Inbox While the Call Is Still Warm
A real generated proposal, built from the discovery transcript on the complex-B2B spine. Drafted in under 2 minutes, so it goes out the same day instead of three days later when the energy is gone.
On our call, you were direct about the cost of the problem:
You also named the trigger: a hiring wave that is scaling the team faster than the institutional knowledge behind it can keep up.
At your average deal size, 20 to 30 lost deals a quarter is roughly $1.8M to $2.7M in annual pipeline that never converts. The gap is not effort. It is consistency, and it compounds every time a new rep starts cold.
We propose making every discovery call scored and coachable, so the read on a deal no longer depends on who ran the call. Your managers coach from an objective picture, and new reps get fluent in weeks instead of months.
A regional medtech distributor with a similar ramp problem cut new-rep time-to-productivity from five months to under six weeks and recovered double-digit deals in the first two quarters. Their VP of Sales called it "the first time coaching was based on what actually happened on the call."
The Statement of Work, Written Too
Closing the deal shouldn't mean starting a new document from scratch. Once a proposal is approved, the agent generates a full statement of work built on your SOW template. It follows your structure, uses the deal's real details, and honors instructions like applying a discount, so what comes out reads like your firm wrote it.
Proposals That Sound Like You Wrote Them
Grounded in the conversation, structured to win, and branded as your own. Not a fill-in-the-blank template.
Grounded in the actual discovery call
The agent reads the transcript for this prospect and writes from it, using the buyer's own words, quantified pain, and the outcomes they described. Because it also retrieves from your solution library and case studies, the proposal leads with the right offering and the proof that fits. The result reads like a proposal written by someone who was in the room, because it was drafted from the room.
A spine built to win
Every proposal follows a complex-B2B selling structure: what we heard, what's at stake, the path forward, the value, and the investment. It builds a case, section by section, instead of listing features.
Proposal and SOW
One agent, two documents. Draft the proposal, then on approval generate a full statement of work from your template. The path from first draft to signed contract gets a lot shorter.
Your brand, applied
Proposals and SOWs carry your brand standards: your logo, your colors, your fonts. What lands in the buyer's inbox looks like it came from your firm, not a tool.
A business case they can take upstairs
RGA builds a budgetary ROI into the proposal, grounded in the value quantified during discovery. That gives your champion the numbers to sell the decision internally, so the proposal survives the buying committee instead of dying in a room you're not in.
Template Tools Fill in Blanks.
RGA Writes From the Conversation.
Proposal software gives you a nicer blank to fill. The Solution Proposal Agent writes the proposal from your discovery call and your solution library.
| Template proposal software | Solution Proposal Agent | |
|---|---|---|
| Where the content comes from | A blank template you fill in | Your discovery call and solution library |
| Grounded in the conversation | ✕ No | ✓ Reads the actual transcript |
| Structured to sell | Sections in an order | ✓ A complex-B2B selling spine |
| Writes the SOW too | ✕ Separate work | ✓ From your own SOW template |
| Time to a client-ready draft | Hours of assembly | Under 2 minutes, after the call |
| On your brand | Manual formatting | ✓ Your logo, colors, fonts applied |
Before You Book the Demo
An AI proposal generator turns a discovery call into a structured, client-ready proposal without starting from a blank doc or a template. The tools worth having do more than swap in a company name and logo. They pull the specific pain points and quantified value from what your prospect actually said on the call, then combine that with your own solution content, case studies, and pricing. The differentiator is whether the proposal reflects your solutions and the real discovery conversation, or reads as generic marketing language dropped into a form.
After a discovery call, it reads the transcript and your solution library, retrieves your most relevant case studies and pricing, and drafts a proposal grounded in what the buyer actually said. It analyzes the pain points your prospect confirmed, what is at stake if those problems stay unresolved, and the outcomes they are chasing, then maps that to your solutions. A client-ready draft is produced in under 2 minutes, right after the call while the buyer is still engaged.
A template still leaves the rep to pick case studies, calculate pricing, and write an executive summary that sounds human rather than boilerplate. Automated generation does that matching itself, pulling the pain points, stakes, and outcomes straight from the discovery call transcript instead of a form the rep fills in from memory. The first draft is already built around what the prospect said. The other half of the difference is voice: the agent is tuned to avoid the tell-tale signs that AI wrote it, because a proposal that reads as AI slop loses the prospect immediately.
Grounded. The agent reads the discovery transcript for this prospect and structures the proposal around what you heard, what's at stake, the path forward, the value, and the investment. It uses the buyer's own words and numbers, not a boilerplate template.
Yes. The agent is trained on your statements of work, project plans, case studies, and testimonials rather than generic industry content. That means a draft includes the two or three case studies most relevant to that specific prospect instead of the two or three a rep happens to remember. It matters most for SaaS, professional services, and consulting teams, where a buyer wants to see how similar engagements were actually scoped and delivered before they sign. Training on your SOWs also means the proposal can move to contract in your own structure and branding.
Yes. Once a proposal is approved, the agent generates a full statement of work from your own SOW template: background, scope, deliverables, schedule, commercials, assumptions, out-of-scope, and acceptance. It follows your template structure and honors instructions like applying a discount.
A complete draft, including pain points, quantified stakes, solution fit, and pricing, is ready in under 2 minutes once the transcript is uploaded. Assembled by hand, that same work takes two or three days of writing an executive summary, choosing case studies, and building pricing from scratch. Time kills deals. Buyer enthusiasm peaks the moment a prospect hangs up and erodes as they return to their own workload, so a proposal that lands while that enthusiasm is still high is far more likely to get read and acted on.
Right after the discovery call. The buyer's enthusiasm has a half-life, so the agent gets a client-ready proposal into their inbox in under 2 minutes, while the conversation is still fresh, instead of days later when the energy has faded.
Pricing across the category runs from free tools built for simple business proposals to platforms built for B2B sales teams with case study matching and account-specific training, roughly $0 to $300 per user per month. The comparison that actually matters to a sales leader is not the subscription line. It is what a slow proposal costs: a prospect whose enthusiasm fades while they wait, who then has to be won back from scratch. We break the landscape down in our guide to the best AI proposal software.
Yes. Proposals and SOWs apply your brand standards, including your logo, colors, and fonts, and are delivered as a shareable web page and a downloadable Word document.
Look for a tool trained on your own solutions, case studies, and pricing rather than a shared library of generic industry content, so proposals reflect your business instead of a category average. Confirm it builds from real call data, such as a transcript from an AI notetaker, rather than asking the rep to recall and retype what was already discussed. Check that the output can be refined through a simple chat interface and exported to a format like Word, so a human still reviews and adjusts before anything reaches a prospect.
Headcount adds ongoing salary and ramp time before a new hire is fully productive. The agent produces a first draft in under 2 minutes from your own content, which the rep refines through a back-and-forth rather than starting from a blank document. Deals move faster when the proposal keeps pace with the conversation instead of trailing days behind it, because a proposal that arrives fast can be used to build internal consensus while enthusiasm is still high.
Yes. Meeting prep runs inside the Salesforce and HubSpot record today. Proposals and SOWs reach your CRM through the RGA connector for Claude: ask Claude to log the proposal and it adds the proposal link and summary to a note or custom field on the deal or contact. That works with Salesforce, HubSpot, and the other CRMs Claude connects to, such as Microsoft Dynamics 365, Pipedrive, and GoHighLevel. Every proposal is also a shareable web page and a Word document, so it fits wherever your team already works.
RGA runs on enterprise-grade infrastructure with multi-tenant isolation on every data endpoint, encryption in transit and at rest, and US data residency. Each customer's knowledge base is isolated from other customers and is not used to train shared models. A good rule of thumb with any vendor is to upload the materials you would already send a prospect, such as case studies, brochures, and website content, rather than sensitive internal documents. Ask directly whether your data is isolated and excluded from model training rather than assuming it. See revenuegrowthagent.com/security for our full posture.
Win the Room.
Then Win the Inbox.
Turn your discovery call into a client-ready proposal and SOW in under 2 minutes, and send while the enthusiasm is still at its peak. Pair it with the Meeting Prepper Agent before the call and the full deal runs on one platform.
Annual plan: $87/user/month billed annually (save 20%) · Monthly: $109/user/month · Teams of more than 10 save an additional 10%