How to speed up commercial proposal preparation
From 45 minutes of manual work to 2 — on real client cases.
Why proposals take 45 minutes
Manager finds prices in Excel or 1C, copies SKU to Word, calculates VAT and currency, gets discount approval, saves PDF and sends. Each step — different system.
Errors: outdated price list, wrong SKU, different template versions per manager.
Fast proposal architecture
Single catalog (1C or PIM) → CRM (deal + line items) → DOCX/PDF template → generation in 1–2 minutes. Discounts and terms from rules.
Optional: AI layer for text assembly and matching from dialog «need 500 units of model X».
Real results
ELIA Suite case: 45 min → 2 min, +32% quote→order conversion. KP-LLM case: prices only from catalog, table, VAT, one-click DOCX/PDF.
ROI: at 20 proposals/week, 15+ manager hours saved — payback in 2–4 months.
Checklist
- Catalog — single source of prices and SKU
- One proposal template company-wide
- Generation from CRM in 1–2 clicks
- Versioning and change audit
Related pages
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