2 min
Proposal generation time
+18%
Conversion uplift
0
Data entry errors
Problem
Managers spent 2–3 hours preparing a single proposal manually.
Frequent mistakes in pricing, requisites, and calculations cost prospects and trust.
Clients defected to competitors while waiting — response time is critical for closing.
PDF
How the generator works
Deal data
Bitrix24 / AmoCRM
→
AI Engine
GPT-4o + RAG
→
PDF Gen
Jinja2 + WeasyPrint
→
Delivery
Email / Telegram
System capabilities
1. CRM integration
The system automatically ingests client, product, price, and terms data from Bitrix24 or AmoCRM. One click for the manager.
2. Content personalization
The AI analyzes interaction history and selects relevant case studies, benefits, and messaging for that recipient.
3. Branded design
Every proposal follows the corporate template with logo, brand colors, and correct corporate details.
4. Automatic delivery
The ready proposal is sent via email or Telegram directly from the CRM. Managers get a read receipt.
Technologies
BackendPython / FastAPI
PDF EngineWeasyPrint / ReportLab
TemplatingJinja2
AI ModelOpenAI GPT-4
IntegrationsBitrix24 REST API
DeliverySMTP / Telegram Bot
Implementation results
- Proposal time dropped from 120 minutes to 2 minutes — 60× faster.
- Conversion up 18% — clients receive proposals while still “warm.”
- Zero errors in pricing and requisites — data is pulled automatically.
- Managers freed up to 15 hours weekly for client work instead of manual prep.