Requirement capture and scope checklist
Give your team one source of context and reduce repetitive admin work.
PROPOSAL ASSISTANT
Roadmap
From requirements to polished proposals, faster.
Draft quotations, collect scope details, track revisions and approval workflows.
AI QuotationsPRODUCT CONCEPT
Proposal assistant
AI Quotations workspace
KEY CAPABILITIES
Built for the way your team actually works.
Practical AI workflows designed around real business tasks and human decisions.
Draft proposal and quotation templates
Make it easier to stay organized as your pipeline grows.
Internal approval and version tracking
Keep people involved where commercial judgment matters.
Link quotation to CRM opportunity
Support consistent, auditable business workflows.
A SMARTER WORKFLOW
From task to outcome, without the busywork.
Step-by-step experiences designed for clarity, control and measurable follow-through.
Discuss your use case01
Capture requirements
Start with accurate business context and inputs.
02
Build a draft proposal
Use structured workflows and relevant AI assistance.
03
Review commercial terms
Have your team review and decide what happens next.
04
Send approved quotation
Keep activity connected to the customer record.
YOUR NEXT GROWTH CHAPTER
Ready to give your sales team an AI advantage?
Tell us about your business. We'll show you how Swarup AI could fit your sales process.
Book a personal demo No online payment required during pilot enquiries.