7 Best AI Tools for Proposal & Quote Generation in Sales
- Agnes Lan
- Sep 29
- 5 min read
What Makes a Great Proposal
A great sales proposal communicates value clearly, sets expectations, and builds trust with the buyer. The proposal must show that you understand the client’s business problem and can provide a practical solution.
It should be written in simple, precise language that avoids jargon and emphasizes measurable results.
Key elements of a strong proposal include:
Clarity: Clear pricing, timelines, and deliverables.
Relevance: Customized to the client’s industry and challenges.
Structure: Logical flow with a strong introduction, body, and conclusion.
Proof: Case studies, testimonials, or data that support your claims.
Design: Clean layout that highlights key information.
When you provide a proposal that balances detail with readability, you reduce misunderstandings and increase the likelihood of closing the deal.
A well-structured proposal positions your company as reliable and professional, which helps shorten the sales cycle.
How AI Can Help with Proposal Generation
AI helps sales teams produce accurate and persuasive proposals in less time. AI tools can analyze past successful proposals, pull customer-specific data from CRM systems, and automatically generate drafts that are tailored to each client. This reduces repetitive manual work and ensures consistency across documents.
AI also improves personalization by inserting relevant customer details, adjusting tone, and highlighting the most compelling features for that prospect. This kind of targeted messaging makes the proposal feel like it was written specifically for the client rather than copied from a template.
Another advantage of AI is error reduction. Automated systems check pricing tables, contract terms, and product information against your database, which lowers the risk of costly mistakes. This is especially important for companies that handle large or complex quotes.
By integrating AI into your sales process, you give your team more time to focus on building relationships and negotiating, while still delivering high-quality proposals that win business.
7 Best AI Tools for Proposal & Quote Generation in Sales
There are several AI-driven tools that can help you create more compelling, accurate, and personalized proposals in less time. Below is a selection of leading software designed to support business owners and sales teams in improving proposal efficiency and effectiveness.
Tool | Unique Strength |
1. AutogenAI | Advanced natural language generation for complex, high-volume proposals. |
2. Better Proposals (Proposal AI) | Easy-to-use templates with integrated e-signature and payment options. |
3. Piktochart AI Proposal Generator | Strong visual storytelling with charts, graphics, and branded layouts. |
4. Proposify | Deep analytics and CRM integrations for tracking proposal performance. |
5. Storydoc | Interactive, web-based proposals that increase client engagement. |
6. Venngage AI Proposal Generator | Professional design templates with strong branding customization. |
7. HeyIris.ai | Conversational AI that generates proposals directly from plain-language prompts. |
1. AutogenAI
What is It?
AutogenAI is a proposal automation platform that uses natural language generation to draft sales proposals, RFP responses, and bid documents. It helps sales teams save time while maintaining accuracy and professionalism.
Who is It For?
AutogenAI is designed for companies that handle frequent and complex proposals, especially in sectors such as consulting, technology, and professional services. It benefits sales managers and business development teams who need fast turnaround on detailed documents.
Features
Feature | Description |
AI-Powered Drafting | Creates first-draft proposals using company data and previous templates. |
Content Library | Stores approved language, case studies, and product descriptions for reuse. |
Collaboration Tools | Enables multiple team members to edit and review in real time. |
Compliance Check | Flags inconsistencies in terms, pricing, or formatting. |
Customization | Adapts tone and style for different clients. |
2. Better Proposals (Proposal AI)
What is It?
Better Proposals is a web-based platform that combines design templates with AI assistance to generate engaging proposals quickly. It emphasizes ease of use and visually appealing formats.
Who is It For?
Better Proposals suits small and medium-sized businesses, startups, and agencies that need professional-looking proposals without a heavy investment in design or technical resources.
Features
Feature | Description |
AI Writing Assistant | Suggests text and sections based on deal type and client details. |
Proposal Templates | Ready-to-use templates for industries like marketing, SaaS, and consulting. |
E-Signature Integration | Lets clients sign directly within the proposal. |
Payment Integration | Connects with Stripe, PayPal, and other gateways for faster closing. |
Analytics | Tracks views, time spent, and engagement on each section. |
3. Piktochart AI Proposal Generator
What is It?
Piktochart AI Proposal Generator focuses on visual storytelling by turning proposal content into polished, design-forward presentations. It integrates design tools with AI to streamline proposal creation.
Who is It For?
Piktochart AI is best suited for entrepreneurs, marketing teams, and sales professionals who want proposals that emphasize branding and visual impact.
Features
Feature | Description |
AI Content Suggestions | Generates tailored proposal copy from client data. |
Drag-and-Drop Design | Easy-to-use interface for creating branded layouts. |
Visual Assets | Access to icons, charts, and graphics for data visualization. |
Export Options | Download proposals as PDFs or share via link. |
Collaboration | Allows team editing and feedback in real time. |
4. Proposify
What is It?
Proposify is a proposal management platform that streamlines the creation, delivery, and tracking of sales proposals. It blends professional design with automation to improve win rates and shorten the sales cycle.
Who is It For?
Proposify is built for sales teams, agencies, and service providers that send a high volume of proposals and need detailed insights into client engagement.
Features
Feature | Description |
Proposal Templates | Industry-specific designs ready for customization. |
Interactive Proposals | Embed videos, images, and interactive pricing tables. |
Analytics Dashboard | Tracks open rates, time spent, and section views. |
CRM Integrations | Works with HubSpot, Salesforce, and other tools. |
E-Signatures | Secure client signing built directly into the platform. |
5. Storydoc
What is It?
Storydoc is an AI-powered platform for creating interactive sales proposals and pitch decks. It turns static documents into engaging, web-based experiences that capture buyer attention.
Who is It For?
Storydoc is ideal for startups, marketing agencies, and B2B sales teams that need visually dynamic and interactive proposals to differentiate from competitors.
Features
Feature | Description |
Interactive Slides | Converts static content into scrollable, dynamic sections. |
Personalization | Auto-fills client-specific details from CRM data. |
Analytics | Provides insights on client engagement and drop-off points. |
Media Integration | Supports video, charts, and interactive pricing. |
AI Writing Support | Suggests improvements to proposal text. |
6. Venngage AI Proposal Generator
What is It?
Venngage AI Proposal Generator combines AI-driven text creation with professional design templates to produce visually polished proposals quickly.
Who is It For?
Venngage is suited for entrepreneurs, small businesses, and teams that need easy-to-create, design-focused proposals without dedicated design staff.
Features
Feature | Description |
AI Copy Generation | Drafts proposal text based on input prompts. |
Design Templates | Wide selection of customizable layouts. |
Branding Tools | Add logos, fonts, and brand colors automatically. |
Collaboration | Invite team members to edit and comment. |
Export Options | Download as PDF or share with a live link. |
7. HeyIris.ai
What is It?
HeyIris.ai is a conversational AI tool that generates client-ready proposals through natural language prompts. It simplifies proposal creation by turning simple instructions into structured, branded documents.
Who is It For?
HeyIris.ai is for small business owners, consultants, and solo entrepreneurs who want quick, professional proposals without complex software.
Features
Feature | Description |
Conversational Input | Generates proposals from plain-language prompts. |
Custom Templates | Saves and reuses branded templates. |
Integrations | Connects with email and CRM systems. |
Smart Editing | AI refines tone, clarity, and formatting. |
Quick Export | Exports documents in PDF or shareable links. |
Change Connect Can Help Grow Your Sales
At Change Connect, we help businesses strengthen their sales processes with the right tools and strategies. We work with you to identify the gaps in your sales cycle, choose the technologies that fit your needs, and train your team to use them effectively.
If you want to close more deals with stronger proposals and smarter sales systems, let’s build that growth together. Reach out to us today and we’ll help you transform your sales performance.
