Pricing Proposal Generator

The Challenge

Sales reps create pricing proposals manually, often making errors or offering non-standard discounts. Approval workflows are slow, and proposal formatting is inconsistent.

The AI Desk Solution

AI Desk generates compliant pricing proposals with automatic discount validation and smart routing.

The Workflow

Step 1: Deal Parameters

Input: Deal details and requested pricing
Sources: CPQ, discount matrix, approval rules

Step 2: Validation

• Discount compliance
• Margin calculation
• Approval requirements

Step 3: Proposal Package

📄 Pricing Proposal: Acme Corp

PROPOSAL DETAILS
├── Opportunity: Acme Corp - New Business
├── Prepared by: Jamie Chen
├── Valid until: Apr 16, 2026
└── Version: 1.0

PRICING SUMMARY
┌────────────────────┬──────────┬──────────┐
│ Item               │ List     │ Proposed │
├────────────────────┼──────────┼──────────┤
│ Platform (500 seats│ $150,000 │ $127,500 │
│ Premium Support    │ $15,000  │ $12,750  │
│ Implementation     │ $25,000  │ $20,000  │
├────────────────────┼──────────┼──────────┤
│ Total Annual       │ $190,000 │ $160,250 │
└────────────────────┴──────────┴──────────┘

DISCOUNT ANALYSIS
├── Requested: 15% overall
├── Standard max: 10%
├── Exception required: Yes
├── Margin impact: 68% → 62%
└── Comparable deals: 3 at similar discount

APPROVAL ROUTING
├── 🟢 Standard (<10%): Auto-approved
├── 🟡 Extended (10-15%): Sales Director
├── 🔴 Exception (>15%): VP Sales
└── Current status: Awaiting Sales Director

PROPOSAL DOCUMENT
├── Executive summary generated
├── Product description included
├── Terms and conditions attached
├── Signature blocks ready
└── [Preview] [Send for approval]

NEXT STEPS
Sales Director approval (pending)
Generate DocuSign document
Send to customer
Track signature status

Value Proposition

• Time Saved: 45 minutes per proposal
• Compliant Pricing: Rules enforced
• Faster Deals: Streamlined approvals