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Apertia.ai
Sales Automation

AI agent for sales proposals

Automate proposal creation. AI selects products, checks prices, and generates a professional document in minutes.

80%
Time savings
3 min
Average proposal
100%
Consistency
0
Pricing errors

Key features

Product matching

AI automatically selects the right products from the catalog based on customer requirements.

Standards compliance

Automatic validation that proposed products meet required standards and certifications.

Document generation

Professional proposals in corporate design. PDF, Word, or directly to CRM.

Automatic attachments

Technical sheets, certificates, and other documents are automatically attached to the proposal.

How it works

1

Inquiry

Customer sends an inquiry via email or form.

2

AI Analysis

AI analyzes requirements and selects suitable products.

3

Validation

Validation of prices, availability, and standards.

4

Generation

Creation of professional proposal with attachments.

Benefits for your sales

AI proposal agent standardizes the proposal creation process and eliminates common errors.

Consistent pricing across sales reps
No calculation errors
Faster response to inquiries
Automatic follow-up reminders
History of all proposals
CRM and ERP integration

Proposal example

Sales Proposal #2024-0145

Generated by AI • Jan 15, 2024

Customer: ABC Company Ltd.

Items: 12 products

Total: 245,000 CZK

Attachments:

Technical sheet.pdf

CE Certificate.pdf

Terms and Conditions.pdf

Try for free

Ready to accelerate proposal creation?

Let AI prepare the proposal, you focus on the customer relationship. Schedule a free consultation.