What it does
Uses AI to merge your company data with a prospect partner’s profile, then drafts a customized proposal outlining value exchange, co-marketing ideas, and revenue projections.
Why I recommend it
Partnership teams juggle many conversations. Automating proposal drafts ensures faster follow-up and better personalization, improving win rates.
Expected benefits
- Faster turnaround after discovery calls
- Consistent structure and branding
- More persuasive value articulation
- Easy collaboration with legal/finance
How it works
Dealroom entry created -> automation pulls CRM notes, audience overlap data, product fit, and KPIs -> Claude writes proposal sections (overview, goals, activation plan, metrics, next steps) -> exports to Google Docs or Slides template -> sends to partner manager for review.
Quick start
Take a recent successful proposal, redline the structure, and note data points needed. Feed that along with a new partner profile into Claude to test output quality before automating.
Level-up version
Auto-insert financial models, fetch logo/brand assets, localize currency, and integrate e-signature for fast approvals. Track proposal performance via CRM stages.
Tools you can use
CRM: HubSpot, Salesforce
Docs: Google Docs, PandaDoc
AI: Claude, Jasper
Data: Clearbit, Apollo for partner intel
Also works with
Affiliate pitches, reseller enablement kits, sponsorship proposals.
Technical implementation solution
- No-code: Typeform collects partner info -> Zapier merges with internal data -> Claude drafts -> auto-fills Google Doc template -> email to rep.
- API-based: When opportunity reaches “Proposal” stage -> serverless function gathers data -> Claude outputs Markdown -> convert to PDF via Docs API -> attach to CRM record.
Where it gets tricky
Ensuring financial promises are accurate, keeping messaging aligned with legal terms, and maintaining version control when multiple stakeholders edit the doc.
