AI for Preparing Offers

Preparing offers is among the activities with the highest ratio of repetitive work, so the savings show up quickly. AI helps in four steps. It pulls requirements out of a brief or inquiry and flags what is missing and needs to be clarified with a question. From a library of previous offers, it assembles a draft of the descriptive section adapted to the industry and scope. It checks completeness against a checklist, which is most valuable for extensive briefs and tenders. And it prepares a summary for the client in plain language. What it does not take over is pricing and feasibility assessment – these must be done by the person who will carry the contract. The precondition is an organised library of previous offers; without it, there is nothing to draw on. Deployment pays off most where a company prepares many offers and loses some of them due to a delayed response.

See also: Price quote, Response speed to inquiries, Sales materials.