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Overview

Generate personalized proposals using context from your Knowledge Base, and personalized using information about your audience from the Deal.

There are 2 ways to generate proposals in DealPage:

  1. Customize Templates: Fill out a reusable Proposal Template in .pptx or .docx using pre-defined variables for new deals quickly and accurately.
  2. Custom Content: Generate net new proposal in Markdown. Edit in DealPage and then export into a designed document.

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Template Customization

Useful for customizing designed Proposals.

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Clickthrough Demo

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How it Works

  1. Create a Template: Upload a proposal and add variables to turn it into a Template in the Templates tab. See more details in the Templates section.
  2. Customize with Deal Context: Choose Customize a Template from a Deal’s Action Menu. Then choose the proposal Template template you’d like to customize.
  3. Draft: DealPage will automatically fill out the template using Deal Context and your Template’s instructions. Review and edit the draft response as needed.
  4. Finalize Response: Finalize the response and export it into the desired format, such as Word, Powerpoint, or PDF. Present during meetings or share via email.

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Tips

  1. Provide examples and detailed instructions: The better the instructions in your Template, the more accurate the draft response will be.

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Custom Content Generation

Useful for generating something highly customized from a prompt and custom outline.

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How it works

  1. Workflow Input: Choose an existing outline template or create a new one. Provide a prompt that describes the document you want Paige to write. E.g. “Create a proposal focused on the expected benefits of our Slack features”
  2. Paige’s Chain of Thought: Paige will plan her response by asking herself a series of questions. For example, she might ask herself about the benefits of Slack, the prospect’s pain points, and the pricing model.
  3. Draft: Paige will draft the document using the results of the planning stage and your instructions. Review and edit the draft response as needed in the AI Document Editor.
  4. Finalize Response: Finalize the response and export it into one of your branded templates or in a desired format, such as Word or Powerpoint.
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