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Create Sales Proposals That Are Ready to Review

Upload deal context, account notes, and reference materials — Gixo generates a structured sales proposal with scope, pricing, timeline, implementation plan, and next steps. It is designed for a grounded first draft when your deal context is scattered across files and conversations; your team still checks the commercial claims before sending.

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Reviewed 2026 — 21 proposal kinds supported

Additional workflow illustration
Illustrative AI-drafted sales expansion proposal example from Gixo Arc
Illustrative Gixo Arc output — an example of a draft grounded in uploaded account notes.

A real sales proposal Arc wrote

Arc wrote this proposal on 3 October 2026 from a buyer's document, a bidder's evidence file and the deal terms shown, and exported it as a PDF and a Word file without editing. The bidder and the buyer are invented, and the cover says so.

The first page of the sales proposal Arc wrote: the cover details, the notice that the buyer and bidder are fictional, and the start of the executive summary.
The pricing table of the sales proposal: each line is days or units times a standard rate from the bidder's evidence file, with the total.

Sales proposal · 12-page PDF · 2,932 words

Sales proposal: weekly shop dashboards, Fenwick & Dale Stores

A proposal for an invented regional retailer: the buyer's own untested estimate of what stock-outs cost it (described as untested), what the supplier will deliver and own, the data connections and implementation approach, the launch timeline, a first-year price built from the bidder's rates, two case studies and the team.

The brief and the inputs Arc was given

Propose weekly shop dashboards and a head-office comparison view to Fenwick & Dale Stores on behalf of Larkfield Analytics Ltd, with the supplier owning the data connections to the till, stock and loyalty systems. In any requirements table list only what the buyer's brief asks for; Larkfield's own standards belong in the method. Build every price line from the standard rates in the evidence file and show the days or months behind it. Add nothing the evidence file does not state. Put a notice on the cover page that the buyer and the bidder are fictional and the proposal is a worked example. Inputs: the buyer's document (brief-fenwick-dale.md); the bidder's evidence file (larkfield-evidence.md); commercial terms: value 52,000 to 60,000 GBP, valid for 60 days, payment terms 'Invoiced monthly in arrears, payable within 30 days.'; deal context: The buyer and the bidder in this proposal are fictional, and this proposal is a worked example. The buyer's out-of-stock cost of 5 to 7 percent of weekly sales in its three busiest shops is the buyer's own untested estimate and must be described as such. The first dashboards must be in shop managers' hands within 14 weeks.

PDF (286 KB)Word (15 KB)

A separate reviewer agent read its 178 claims against the bidder's evidence file, the buyer's brief and the deal terms: 142 are supported, 36 add detail or an inference, none is absent from every input and none contradicts one. Every price line recomputes. It is not a person's review.

A sales proposal generator is software that turns your uploaded deal context — discovery notes, pricing sheets, competitor analyses, and account briefs — into a structured sales proposal with scope, pricing, timeline, implementation plan, and next steps drafted for review. Gixo reads those files directly rather than making you fill in a template. It is built for reps whose deal context is scattered across files and conversations, while pricing, commitments, and final approval remain human decisions.

Arc · real output

From a supplied scope to a proposal you can inspect.

The first page of the sales proposal Arc wrote: the cover details, the notice that the buyer and bidder are fictional, and the start of the executive summary.
Related worked example · Sales proposal · Sales proposal: weekly shop dashboards, Fenwick & Dale Stores. View full size ↗

Read a real exported proposal alongside the brief Arc received. The example keeps supplied scope, commercial assumptions and reviewer responsibility visible.

Sales proposal: weekly shop dashboards, Fenwick & Dale Stores

A proposal for an invented regional retailer: the buyer's own untested estimate of what stock-outs cost it (described as untested), what the supplier will deliver and own, the data connections and implementation approach, the launch timeline, a first-year price built from the bidder's rates, two case studies and the team.

Inspect the source brief or data

Propose weekly shop dashboards and a head-office comparison view to Fenwick & Dale Stores on behalf of Larkfield Analytics Ltd, with the supplier owning the data connections to the till, stock and loyalty systems. In any requirements table list only what the buyer's brief asks for; Larkfield's own standards belong in the method. Build every price line from the standard rates in the evidence file and show the days or months behind it. Add nothing the evidence file does not state. Put a notice on the cover page that the buyer and the bidder are fictional and the proposal is a worked example. Inputs: the buyer's document (brief-fenwick-dale.md); the bidder's evidence file (larkfield-evidence.md); commercial terms: value 52,000 to 60,000 GBP, valid for 60 days, payment terms 'Invoiced monthly in arrears, payable within 30 days.'; deal context: The buyer and the bidder in this proposal are fictional, and this proposal is a worked example. The buyer's out-of-stock cost of 5 to 7 percent of weekly sales in its three busiest shops is the buyer's own untested estimate and must be described as such. The first dashboards must be in shop managers' hands within 14 weeks.

Read the sample review notes

A separate reviewer agent read its 178 claims against the bidder's evidence file, the buyer's brief and the deal terms: 142 are supported, 36 add detail or an inference, none is absent from every input and none contradicts one. Every price line recomputes. It is not a person's review.

Prepare the source pack

Choose the proposal kind and supply the buyer brief, approved evidence, delivery assumptions and commercial terms. For RFP work, retain the issued requirements and separate known answers from missing evidence.

Review the proposed response

Inspect scope, exclusions, requirements and price assumptions. Use reviewable edits and saved comparisons; an unresolved buyer question needs an owner or an explicit qualification.

Package the reviewed version

Inspect the actual PDF, Word or HTML output. Tracked delivery activity and a recorded deal outcome answer different questions; verify the recipient, permissions and current approval state before sharing.

Buyer requirements and response ownership

Keep buyer RFP files separate from bidder evidence and approved reusable answers. Inspect extraction coverage, requirement source locations, questionnaire previews and submission limits. Response work can carry an SME owner, due date, escalation owner and required reviewer decisions. Compare an addendum with the source before changing a response.

Commercial schedules and recurring totals

Review each line's quantity, rate, unit, optional status and one-off, monthly or annual recurrence. Inspect recurrence totals and the estimated first-year total separately. Currency, supplied tax input and commercial assumptions need review. When importing Business metrics, select and review the source values before applying them to the schedule.

Buyer edition and submission package

Choose the current saved response or an approved edition. Inspect retained attachments, filled questionnaires, the compliance matrix and the package preview. A release manifest identifies stored delivery bytes. For tracked links, review recipient access, expiry, password and permissions separately from delivery activity and the recorded opportunity outcome.

A draft or readiness check is not approval of pricing, legal terms or a delivery commitment. Arc proposal drafting does not imply CRM, CPQ or tax-calculation automation.

From source material to reviewable draft

See what Arc helps your team review

Choose the proposal type, add the RFP, brief, notes, or prior work, then review a structured first draft before it reaches a client.

  1. 1Add source materialRFPs, briefs, notes, decks, and prior work
  2. 2Draft to the proposal typeSections and structure follow the real opportunity
  3. 3Review before deliveryYour team checks facts, scope, pricing, and commitments
The Arc response workspace: a queue of buyer requirements marked Needs Verification, beside one requirement's response, its source file and a warning that no supplier evidence is linked.
What your team reviews. A buyer requirement beside its response, its source file and status, and a warning that no supplier evidence is linked yet. This is a real Arc screen captured on 10 October 2026 with a fictional sample. The response in it was prepared by hand, so read it for the review controls.
The Arc create page with RFP Response selected among the proposal types, and the upload step starting below it with no files added.
Where it starts. Choose a proposal type, add source material, and keep the drafting controls visible. Arc takes up to 10 source files per proposal, at up to 500 MB each (64 MB for Word, Excel and PowerPoint files) and 2 GB in total.
The first page of the RFP response Arc wrote: the cover details, the notice that the buyer and bidder are fictional, and the start of the executive summary.
What Arc wrote. A response to a council's request for proposals, written for an invented bidder: a cover letter, an executive summary, an answer to each of the ten mandatory and three desirable requirements, the team, two local-authority references, and a price built from the bidder's day rates and unit rates, with every line showing its days or units. A separate reviewer agent read its 150 claims against the bidder's evidence file, the council's RFP and the deal terms: 132 are supported, 16 go a little beyond an input, 2 are in no input (it calls the price fixed, and it cites a 1,950-word limit nobody set) and none contradicts one. Every price line recomputes. It is not a person's review. PDFWord Follow three buyer questions through reviewer decisions to the returned workbook. That walkthrough is fictional and its answers and decisions are hand-authored; the returned file comes from Arc's exporter.
21 Proposal Kinds Supported
Auto Pricing Sections
Phased Timeline + Milestones
Clear Next Steps

What Makes a Sales Proposal Reflect Your Actual Deal?

Template tools give you a form to fill. Gixo reads your deal context files and generates a proposal that reflects your specific situation — pricing, scope, timeline, and competitive positioning all derived from what you uploaded.

Deal Context Intake

Upload discovery call notes, account briefs, competitor analyses, pricing sheets, or CRM exports. Gixo reads these files to understand your deal situation and generates a proposal that reflects the specifics — not generic sales language.

Pricing Structure

The generated proposal includes a pricing section with tiers, line items, discounts, and payment terms — structured from your uploaded pricing sheets or deal notes. No manual table building required.

Scope Definition

Gixo generates a clear scope section that defines what is included, what is excluded, and what assumptions apply. Scope boundaries are derived from your uploaded context so they match the deal you are actually proposing.

Timeline and Milestones

The proposal includes a phased timeline with milestones, go-live dates, and key checkpoints. Buyers can see the progression from contract signing through implementation to value delivery.

Implementation Plan

For products and services that require onboarding, Gixo generates an implementation section with phases, responsibilities (yours and the client's), and success criteria so the buyer understands what happens after they sign.

Next Steps

Every sales proposal ends with a clear next steps section — who does what, by when, and what the buyer needs to do to move forward. No ambiguous endings that stall deals.

Competitor Differentiation

Upload competitive intelligence or battle cards as reference files. Gixo weaves differentiation points into the proposal narrative — positioning your solution against alternatives the buyer is evaluating without making it a comparison table.

Reference Materials

Upload case studies, product one-pagers, ROI calculators, and testimonials. The AI incorporates relevant evidence from these materials into the proposal to strengthen your claims with proof points the buyer can verify.

How to Generate a Sales Proposal with AI

1
Upload deal context and reference materials

Upload discovery notes, account briefs, pricing sheets, competitor analyses, case studies, and any other deal-relevant files. The more context you provide, the more specific the generated proposal will be.

2
AI generates a deal-specific sales proposal

Gixo reads your uploaded files and generates a structured first draft with scope, pricing, timeline, implementation plan, competitive positioning, and next steps — all informed by the context you supplied and ready for review.

3
Refine with inline AI and team review

Edit any section with inline AI to sharpen messaging, adjust pricing presentation, or refine competitive positioning. Invite sales engineers, managers, or legal to co-edit and comment before sending.

4
Export and send to the buyer

Export the reviewed proposal to PDF for formal delivery or DOCX for an editable version. Check that pricing tables, timelines, and formatting survive the chosen export before sending.

What Does Gixo's Sales Proposal Generator Include Compared to PandaDoc/Proposify and Manual Drafting?

See how Gixo's context-driven sales proposal generation compares to PandaDoc/Proposify and manual drafting.

Capability Gixo AI PandaDoc / Proposify Manual Drafting
Time to first draftMinutesHours (template fill)Hours to days
Deal context intakeReads uploaded filesManual entryManual research
Pricing sectionAuto from pricing filesInteractive pricingManual table
Scope and exclusionsContext-derivedTemplate fieldsManual writing
Implementation planAuto-generated phasesNot standardManual
Competitive positioningFrom battle cardsNoManual
E-signaturesSimple electronic signature, signed PDF with audit certificateCore featureN/A
TrackingRecipient-specific tracked linksCore featureN/A
CRM integrationNo self-serve CRM syncSalesforce, HubSpotN/A
Inline AI editingRewrite / expand / simplifyNoN/A
Best forStrong first drafts from scattered contextStandardized sales workflowsHighly custom deals

Sales Proposal Generator FAQ: What Do Buyers Ask Most?

How does Gixo differ from PandaDoc or Proposify for sales proposals?
PandaDoc and Proposify provide proposal operations, tracking, signature and integration workflows, and both publish AI-assisted capabilities. Arc drafts from the deal context you supply and connects the draft to requirements, review and recipient-specific delivery activity, including simple electronic signature. Compare source handling, reviewer effort, export and the integration you actually need on your intended plan; Arc does not promise automatic CRM synchronization.
Can Gixo generate pricing tables from my pricing sheets?
Yes. Upload your pricing sheet, rate card, or deal-specific pricing notes as reference files. Gixo generates a structured pricing section with tiers, line items, discounts, and payment terms derived from your uploaded materials — not placeholder numbers.
How does competitive differentiation work?
Upload battle cards, competitive analyses, or win/loss reports as reference files. Gixo incorporates relevant differentiation points into the proposal narrative — highlighting your strengths relative to alternatives the buyer is evaluating. The positioning is woven into the scope and approach sections, not presented as a side-by-side comparison table.
Does the generated proposal include implementation details?
Yes. For products and services that require onboarding or deployment, Gixo generates an implementation section with phases, responsibilities for both parties, timelines, and success criteria. This helps buyers understand what happens after they sign and reduces post-sale ambiguity.
Can my sales team collaborate on the proposal before sending?
Yes. Team proposals show who else is editing. Sales reps, sales engineers, managers, and legal reviewers can contribute; if saves conflict, compare versions and choose what to keep. Inline comments let teammates flag sections needing attention before sending.
What if my deal context is scattered across multiple files?
That is exactly when Gixo works best. Upload all your files — discovery notes, account briefs, email threads saved as PDF, product specs, pricing sheets — and the AI synthesizes them into a coherent proposal. Template tools struggle when your input is messy. Gixo is built to handle scattered context.
What is a sales proposal generator?
A sales proposal generator is a tool that produces a structured sales proposal — scope, pricing, timeline, implementation plan, and next steps — from your deal inputs instead of a blank template. Gixo's generator reads uploaded deal context (discovery notes, account briefs, pricing sheets, competitor analyses) and drafts a proposal that reflects that specific deal, rather than generic sales language you have to customize by hand.
Is Gixo's sales proposal generator free to try?
Arc's current trial and paid-plan terms are maintained on the proposal plans page. Check that page for the current eligibility, seat minimums, and collaboration limits before assuming that a specific workflow is included.
What are the best AI tools for proposal creation?
Evaluate current AI proposal tools on the same deal: supply permitted discovery notes, requirements and pricing, then check the draft, reviewer controls and exported file. PandaDoc and Proposify publish AI-assisted features as well as proposal operations and integrations. Arc combines source-led drafting with a response workspace, review gates, tracked-recipient activity and simple electronic signature. Choose according to the complete handoff and required integrations rather than assuming another tool requires every deal detail to be entered manually.

Generate Your Sales Proposal in Minutes

Upload deal context. Get a structured proposal with scope, pricing, timeline, and next steps. Edit collaboratively and export to PDF or DOCX.

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