Sales support

Sales and proposal writing assistant

Accelerate the drafting of offers and commercial proposals by combining meeting notes and service catalogues.

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Initial Situation

The starting difficulty

Sales representatives spend significant time drafting customized proposals from client meeting notes, searching for approved tariffs and descriptions.

Workflow inputs

  • →Client meeting notes and minutes
  • →Official service and pricing catalogue
  • →Examples of past winning proposals
  • →Commercial margin guidelines
System actions

What Cytria builds

  • ✓Extraction of client requirements from meeting notes.
  • ✓Automatic matching of corresponding catalogue services.
  • ✓Drafting of the first proposal project structured according to company guidelines.
  • ✓Automatic alerts if discounts or conditions deviate from rules.
Human-in-the-loop

Validation & control points

  • ✓The sales manager validates the final pricing and discounts before sending.
  • ✓Legal commitments and specific clauses must be verified by a project manager.
  • ✓The assistant does not generate automatic quotes without prior manual validation.
Controlled output

Expected deliverable

Commercial offer document in Word or PDF format drafted and structured according to company guidelines.

Sovereignty

Security & Hosting

Local model hosting. Your commercial information and pricing are never transmitted to third-party servers.

Workflow

Step by step process

1The sales representative uploads the client meeting minutes.
2The assistant extracts requirements and proposes corresponding service modules.
3The assistant drafts the customized commercial proposal.
4The sales representative adjusts pricing and exports the final document for signature.

Realistic scenario

An IT services company in Lausanne automated the drafting of its support offers. The delay to send quotes dropped from 3 days to 1 hour, increasing close rates due to response speed.

Path

Implementation journey

Phase 1

Audit of meeting notes and structure of existing proposals.

Phase 2

Indexing of the official service and pricing catalogue.

Phase 3

Development of the sales writing assistant.

Phase 4

Training of the sales team and definition of pricing alert thresholds.

Service integration

Aligned delivery

This use case maps directly to our primary Solutions integration model.

Explore Solutions integration
Let's discuss

Bring your workflow.

Bring your specific business situation. We will help scope the data perimeter, define safety controls, and test a private prototype.

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