Proposal automation for B2B service teams.
We turn your past proposals, win-themes and templates into a system that drafts client-specific documents on the fly. Your team reviews and ships — instead of starting from a blank page every time.
What teams running this workflow tell us before we start.
Hours lost to copy-paste
Proposal teams spend 40–70% of their time on rewriting similar sections, hunting past answers and reformatting documents.
Inconsistent voice & quality
Each proposer reuses different sources. The bid that lands at the client desk reads like five different companies wrote it.
Win-themes stay in people's heads
Past wins, pricing patterns and vertical know-how live in people. When they leave, the institutional memory walks out.
The four building blocks of a working proposal & rfp workflow.
Auto-drafting from your historical proposals
We index your last 12–24 months of submitted proposals, RFP responses and templates. The system drafts client-specific sections based on the brief.
Win-theme & pricing pattern reuse
We extract pricing approaches, win-themes and vertical-specific language so every new proposal benefits from your past wins.
Human-in-the-loop review
Every AI-generated section carries citations to source documents. Your proposal lead audits in two clicks, edits, and ships.
Lives inside your existing stack
Drive, SharePoint, Notion, HubSpot, Salesforce — we plug in where your team already works. No new tool to learn.
Forge — 10 days → 2 days tender prep.
What teams ask before we kick off.
No — drafts pull from your historical winning proposals so the voice is yours. Your reviewer always sees citations to source bids before approving.
Want to see if this fits your team?
20-min audit. We map your workflow, estimate ROI, and tell you straight whether automation makes sense.