← Home

Sales & proposal automation

Faster deal cycle: CRM data → proposal → PDF → client. No copy-paste between spreadsheets.

Telegram
Sales & proposal automation

Sales automation means managers spend time on calls and negotiations — not building proposals in Word. Data comes from CRM and catalog, document generates in minutes.

Typical flow: lead → CRM qualification → auto proposal → client delivery → scheduled follow-up.

We don't replace CRM — we make it the center of sales, not another reporting system.

Sales team problems

  • Managers spend hours on proposals instead of calls
  • Templates and price lists are out of sync
  • CRM is not linked to documents

Outcome

  • Proposal generation from CRM
  • Auto-filled pricing and terms
  • amoCRM / Bitrix24 integration

How we accelerate sales

01

Single source of truth

Prices, SKU, terms — only from catalog and CRM. No Excel copy-paste.

02

Proposal generation

DOCX/PDF templates, multi-currency, VAT, discounts. PDF in 2 minutes not 45.

03

Follow-up

Auto reminders, CRM tasks, Telegram notifications. Leads don't disappear.

Client results

45→2 min

commercial proposal preparation

+32%

quote→order conversion (ELIA Suite)

−50%

manager time on routine

Sales department automation

Configure automation for your templates and CRM, test, and launch in sales.

Service details

Proposal automation

Problem

Managers spent 45 minutes on each commercial proposal.

Solution

CRM + catalog + templates + AI document assembly.

Result

PDF in 2 minutes, prices only from catalog.

View case study

Sales automation FAQ

How to automate a sales department?
Start with one bottleneck: proposals, lead handling or follow-up. Audit → pilot on one pipeline → scale.
Need AI for proposals?
Not required. Templates + CRM often deliver 90% of value. AI for non-standard wording and product matching.
Which CRM?
amoCRM, Bitrix24, custom APIs. 1C integration for prices and stock.

Discuss your project

Describe the process or integration — we reply within 4 business hours.