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Read customer statements accurately and build a proposal from product evidence.

Explainer · About 15 min reading
Sales basics: understand discovery notes
AI for sales: from call notes to a proposal · 1 / 2
Separate interest, requests and commitments, then choose a useful next question.
BeginnerSales
How-to guide · About 35 min reading
Use AI to build a sales proposal: from customer notes to a revised quote
AI for sales: from call notes to a proposal · 2 / 2
Give AI customer notes, product terms and pricing, then check its example replies and complete a proposal. Revise evidence and calculations when access needs and the budget change.
Intermediate · practicalSales