Proposals & Documents

Send proposals same-day. Win deals same-quarter.

Zealos auto-generates proposals from call transcripts, email threads, CRM data, and pricing sheets. First draft in minutes, not days.

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Context Sources

CRM Deal

Acme Corp — $120K, Enterprise

Call Transcripts

Pain points: manual reporting, slow onboarding

Pricing Sheet

Enterprise tier — $4.2K/mo, 50 seats

Case Studies

Similar: TechFlow (SaaS, 200 seats, 3x ROI)

AI Draft

Proposal — Acme Corp

Auto-generated draft

Executive Summary

Acme Corp seeks to automate manual reporting workflows across 50-person sales org...

populated from: CRM Deal

Solution Overview

Based on discovery calls, we recommend the Enterprise package addressing reporting and onboarding...

populated from: Call Transcripts

Pricing

Enterprise Tier — $4,200/mo (50 seats) with annual commitment discount of 15%...

populated from: Pricing Sheet

Case Studies

TechFlow (SaaS, 200 seats): 3x ROI in 6 months, 65% reduction in admin time...

populated from: Case Studies

First draft: 4 minutes

Old way: 3 days

Every section populated from real deal context

Your best deals stall because proposals take 3 days.

Google Doc

Proposal for Acme Corp

Executive Summary...

Our solution addresses...

[INSERT PRICING HERE]

Pricing Sheet

2024 Price List

Starter: $99/mo

Pro: $299/mo

Enterprise: $599/mo (OUTDATED)

Notion

Case Study: TechFlow

Results: 2.5x ROI...

Industry: SaaS (v2 draft)

Last updated: 8 months ago

Google Slides

Slide 14: Requirements

From Q3 call (wrong quarter)

Missing: SSO requirement

[NEEDS UPDATE]

Wrong pricing!

Outdated case study

Missing requirements

Ctrl+C, Ctrl+V, Ctrl+C...

Tab 1 → Tab 2 → Tab 3 → Tab 1 → ...

Proposal progressDay 2 of proposal...

40% completeBuyer momentum fading...

Meanwhile, the buyerevaluates your competitor

Proposals that write themselves from your deals.

Proposal — Acme Corp

Auto-generated · 0/4 sections populated

Draft Ready

Requirements

Call Transcript

Automate manual reporting across 50-person team

SSO integration required (mentioned 3x in calls)

Must support Salesforce + HubSpot sync

Solution Overview

AI-Generated

Enterprise package: full automation suite

Custom SSO with SAML 2.0 support

Bi-directional CRM sync (Salesforce + HubSpot)

Pricing

Pricing Sheet

Enterprise: $4,200/mo (50 seats)

Annual commitment: 15% discount → $3,570/mo

Implementation fee waived (deal > $40K)

Case Studies

Auto-Matched

TechFlow (SaaS, 200 seats) — 3x ROI in 6 months

DataSync (Enterprise, 80 seats) — 65% admin reduction

Matched by: industry (SaaS), deal size ($100K+), team size (50+)

Proposal Intelligence

Sections0/4

Sources used4 channels

Draft time4 minutes

Accuracy98% (human-verified)

Engagement Tracking

Live

Prospect viewed Pricing

4 min 12s

Prospect viewed Case Studies

2 min 38s

Prospect viewed Requirements

1 min 05s

Insight: Prospect spent most time on Pricing — consider follow-up

Every section sourced, every claim verified, every price current.

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Meeting Prep

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