Proposal Drafting Assistant
Generate Client-Specific Proposals and Pitch Decks in Minutes
Create professional, data-driven proposals tailored to each client — automatically combining templates, AI-generated text, and your brand design.
See Proposal Drafting Assistant In Action
The Proposal Drafting Assistant by Kriatix automates the creation of sales proposals, pitch decks, and service agreements. It leverages company data, client profiles, and past deals to build personalized proposals complete with pricing, deliverables, and timelines.
Integrated with CRM and file-sharing tools, it saves hours of manual formatting while ensuring brand consistency.
🔹 Auto-generate client-ready proposals with accurate details
🔹 Merge data from CRM, templates, and pricing models
🔹 Maintain design and tone consistency across teams
What Is the Proposal Drafting Assistant?
The Proposal Drafting Assistant automates the creation of client proposals, pitch decks, and statements of work using AI and CRM-integrated templates. It pulls client-specific data — such as company name, project scope, pricing, and timeline — to instantly produce polished, professional documents ready for review. The tool helps sales, pre-sales, and agency teams respond faster to opportunities, maintain brand consistency, and deliver high-quality proposals in minutes instead of days.
Who Is It For?
| Role | How They Benefit |
|---|---|
| Sales Teams | Generate tailored proposals instantly |
| Marketing Teams | Maintain brand-aligned templates |
| Growth Teams | Reconnect with high-intent users |
| Founders & CXOs | Save time and reduce errors in business pitches |
| Agencies | Create multi-client proposals efficiently |
Key Features
- AI Text Generator: Writes proposal summaries, intros, and deliverables
- Smart Template System: Reuses brand-approved layouts
- CRM Integration: Pulls client data, pricing, and timelines
- Version Control: Track revisions and approvals
- Multi-Format Export: Download as PDF, DOCX, or Slides
Benefits
- Reduce proposal creation time by 90%
- Eliminate formatting and versioning errors
- Improve proposal personalization and win rates
- Enable team-wide consistency with centralized templates
How It Works
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Connect your CRM and upload your existing proposal templates
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Choose proposal type (sales, partnership, service, etc.)
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AI drafts proposal content with client details
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Review, edit, and export instantly
Add-ons & Integrations
- Kriatix CRM App
- Google Docs, PowerPoint, or Canva export
- Integration with Slack for approvals
- Zapier and API for automation
Deployment & Access
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- Web and mobile editor interface
- Multi-user collaboration support
- API integration for enterprise users
- SaaS or on-premise option
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
1. What does a Proposal Drafting Assistant do?
It helps you create structured, persuasive proposals faster. It organizes your inputs, adds clarity, formats the document, and ensures your value proposition is communicated clearly.
2. Can it customize proposals for different clients?
Yes. You can feed client details, goals, industry context, and past conversations. The assistant adapts tone, messaging, and solution framing accordingly—so every proposal feels tailored, not generic.
3. Will the content still sound like us, not AI-generated?
It learns from your existing proposals, website language, and messaging guidelines. The output reflects your brand voice—professional, confident, and aligned with your narrative.
4. Can it handle visual elements like pricing tables or timelines?
Yes. It can create structured sections like scope of work, timelines, pricing tiers, and deliverables breakdowns. You can edit these blocks before finalizing.
5. How does it ensure accuracy and avoid errors?
It cross-checks details like dates, client names, and service inclusions. You still get the final review, but the assistant reduces manual mistakes and saves time.
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