What your team sees
| Line | Sell | Cost | Margin |
|---|---|---|---|
| Welcome dinner · Praça do Comércio | €184,800 | €139,300 | 24.6% |
| Coach transfers · 26 runs | €96,400 | €77,100 | 20.0% |
| Sintra excursion · 4 groups | €61,200 | €44,900 | 26.6% |
Win the program in the system that will run it.
Pipeline, nurture, proposals and the price book live where operations live. When the client signs, sales doesn't hand over a folder of PDFs: the proposal becomes the program, baseline and all.
9
pipeline stages, Lead to Closed Won
9
features on the sales side
1 click
from accepted proposal to live program
0
prices the AI invents
One record, from the brief to the baseline.
In a stack of separate tools every arrow below is a person retyping something. Here each stage inherits the last, so the program that runs in July is the same record the client signed in March.
- BriefPDF, Word, Excel, a scan
- DraftMatched to your library
- SentBranded, gated, expiring
- ViewedOpen telemetry
- SignedIP · device · SHA-256
- ProgramBaseline frozen
01Pipeline
Nine stages, with nothing unaccounted for.
From Lead to Closed Won as a board or a table, with a searchable archive and a reason required for every loss, so the pipeline teaches you something.
- Deals carry the linked proposal total: one record chain to the program
- Sales Insights: open pipeline, weighted forecast, win rate, closing this month
- Sales Intelligence learns from your own closed proposals: win rate by margin band, engagement versus outcome, time to decision
- Insights render only on sufficient data, never seeded numbers
02Proposals
Authored once, priced once, and signed in the document.
A block-based builder, covers, events, galleries, video, fed by a Content Library with date-scoped pricing. The client gets a branded, password-gated link with a signature pad at the end of it.
- Per-proposal branding, expiry and open/view telemetry
- E-signature audit: signer, timestamp, IP, device, SHA-256 hash
- Templates and snapshots for the revise-and-resend reality of sales
One document, rendered for two audiences.
Dual costing is one set of lines with two renderings. Your team sees the cost and the margin; the client link is generated from the same rows with those columns structurally absent, not hidden by a toggle someone can forget.
What the client sees
| Line | Amount |
|---|---|
| Welcome dinner · Praça do Comércio | €184,800 |
| Coach transfers · 26 runs | €96,400 |
| Sintra excursion · 4 groups | €61,200 |
03RFP Autopilot
A brief arrives unstructured and lands as a costed draft.
Real briefs are a one-line email with a 20-page attachment. RFP Autopilot reads PDF, Word, Excel, CSV, forwarded mail and even scans, matches the requirements to your library by meaning, and assembles a costed draft for your review.
- Prices come from your price book. AI never invents one
- Budget, headcount, dates and preferences extracted with the source alongside
- The draft is yours to edit; nothing goes to the client unreviewed
The night this was sold, it was a line in a proposal.
Everything downstream (the coaches, the rooming list, the vendor confirmations, the margin you actually kept) is the same record, still carrying what was agreed.
Everything on the sales side
Deals & pipelineA nine-stage pipeline from Lead to Closed Won, as a board or a table.Prospects & nurtureLong-cycle relationship work with a memory: interactions, key dates, cadence.Clients & contactsA client directory that knows the people, not just the accounts.Sales InsightsPipeline health, conversion and forecast across your deals.Growth and upSales IntelligenceWhat your own closed proposals teach you about the next one.ProposalsA block-based builder with dual costing and e-signature, fed by your library.Content LibraryReusable articles, products and packages: priced once, used everywhere.Growth and upRFP AutopilotAn inbound brief (PDF, Word, Excel, even scans) becomes a costed draft proposal.InvoicesIssue and track client invoices and credit notes without leaving the program.
Sales questions
Does the proposal know my costs, or just the client price?
Both, kept apart on purpose. Dual costing holds the sales price, the operational cost and the margin side by side for internal eyes; the client link renders only what the client pays. Optional and hidden line items, tax and management fee are first-class rows, and named snapshots let you revise and resend without losing the history.
Can AI write a proposal from an RFP?
RFP Autopilot reads the brief, including PDF, Word, Excel and scanned attachments, matches the requirements to your Content Library by meaning, and assembles a costed draft. Prices always come from your price book: AI selects and describes, it never invents a number. You review the draft before anything is sent.
What happens when a proposal is accepted?
It becomes the program in one click: events, services and costing carry over, and the sold costing is frozen as the baseline that Margin Defense watches live cost against. The deal, the proposal and the program are one record chain, so nothing is retyped.
Is e-signature legally auditable?
Every signature records the signer, date and time, IP address, device and a SHA-256 hash of the signed document. A countersigned copy can be uploaded to the same record, and signed contracts are indexed for Dispatch AI to answer from later.
Watch a brief become a signed program.
Bring a real RFP to the demo. We'll run it through Autopilot against a seeded library and walk the result to signature.