SalesDocuments
Build a proposal from your template
The agent builds a client proposal from your template: CRM data, current prices and terms filled in — the document is ready to send.
Starter prompt
Build a proposal for OOO Remstroy using our template
Copy the prompt or open it straight in a chat with the agent.
Open in chatHow the agent does it
1
Share your proposal template
The agent learns the structure, style and mandatory blocks.
2
The agent fills in the data
Client details from the CRM, current line items and prices, terms and conditions.
3
Get the finished proposal
A document in your format — review it and send it to the client.
What you'll need
Битрикс24
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