SENIOR-LED
Configured agent deployed into the client's environment
Cycle time reduced on a defined, measurable process
The problems Proposal & Quote Agent exists to solve
A high-volume process consuming staff time with low variation
Backlogs and cycle-time delays that scale with headcount
Inconsistent handling and no audit trail of who decided what
Existing automation that cannot handle exceptions
30 minutes · a senior architect, not a salesperson
WHAT IT IS
What is Proposal & Quote Agent?
A configured agent that assembles proposals and quotes from an approved content library, prices them to policy and routes for approval.
Scoped against your data, not a template
Get a free
discovery sprint
Before you commit, we help you confirm the use case, check data readiness, define the KPI, and map what Proposal & Quote Agent could deliver for your organisation.
For a limited number of teams each quarter, we run the full sprint free of charge.
Claim a free sprintTrusted by data leaders
across industries
LIMITED SLOTS AVAILABLE17 of 25 free sprints filled8 remaining
- DiscoverUnderstand your challenges and opportunities
- AssessEvaluate data readiness and current state
- DefineDefine KPIs, scope and success metrics
- Deliver valuePrototype, validate and deliver quick wins
- No commitmentExplore the value, risk-free.
- Focused outcomesWe define impact, KPIs and success.
- Fast & collaborativeDelivered by experts, built for your team.
How Proposal & Quote Agent runs
01
Confirm objectives, stakeholders, constraints and success measures
Review current systems, data, controls and delivery readiness
Prepare the target design, backlog, governance and implementation plan
Test the priority requirements through a prototype, pilot or controlled design review
Configure, integrate, test and deploy the approved solution
Train users, transfer knowledge and establish operating procedures
Monitor adoption, performance, cost, quality and improvement opportunities
7 stages · senior-led · first value inside 30 days
What we bring to Proposal & Quote Agent
- 01A pre-built agent configured rather than developed from scratch
- 02Proven integration patterns for common enterprise platforms
- 03Approval gates aligned to the client's delegation framework
- 04Measurable outcome reporting from the first month
- 05Rapid deployment, typically in weeks rather than months
Tell us the outcome you want, we will tell you what it takes
BENEFITS
What you get, and what follows
A complete Proposal & Quote Agent foundation that drives clarity, control and confidence across your organisation.
DELIVERABLESEverything we deliver to build a strong, governed Proposal & Quote Agent capability.
- Configured agent deployed into the client's environment
- Integration with the relevant systems of record
- Business rules, thresholds and approval routing configured to policy
- Exception handling and human escalation paths
- Performance dashboard covering volume, accuracy and escalation rate
- User training and operational handover
BUSINESS OUTCOMESThe outcomes you achieve, and the impact that follows.
- Cycle time reduced on a defined, measurable process
- Consistent application of policy with a complete audit trail
- Capacity released without additional headcount
- Exceptions surfaced early rather than discovered late
- A reference case that supports the next agent deployment
- No obligationYou keep the written summary either way
- Tailored to youFocused on your data, priorities and goals
- Expert-ledDelivered by specialists with real-world experience
INVESTMENT & DELIVERYHow we engage on
How we engage on
Proposal & Quote Agent
A proven delivery approach that is transparent, flexible and built to deliver lasting value.
DELIVERY MODELFixed price or milestone basedDelivered by a senior-led Australian team across 7 stages, from discovery through to optimisation.
WHO THIS IS FOR
- Banks, insurers, superannuation funds and professional-services firms
- Large enterprises and mid-market organisations undergoing modernisation
- Healthcare providers, aged-care operators and NDIS businesses
- Retail, property and logistics operators
- Clear from the startScope, timeline and price confirmed up front
- No surprisesTransparent approach at every stage
- Senior-led deliveryExperienced team focused on your outcomes
OUR CUSTOMERS
What our customers say
Real feedback from the organisations we build with — what changed, in their words.
All customer stories
Reconciliation that took our team nine days now closes in three — with a full audit trail on every match. It changed how the board sees AI.
Site teams stopped digging through folders. They ask the assistant, they get the clause with a citation, and they move on.
The anomaly models flag outliers the week they appear, not at quarter-end. We stopped two overruns before they hit the P&L.
Our partnerships with
industry leaders
MicrosoftSolutions Partner
Google CloudPartner
PARTNER
partnernetwork
Scope Proposal & Quote Agent
in one call
Thirty minutes with a senior architect, not a salesperson. You leave with a candid read on where Proposal & Quote Agent fits, what it would take, and a written summary you keep — whether or not we work together.
- NSW GovernmentICT Services Scheme
- ICN GatewayPremium Member
- ISO 27001Certification in progress
- 30 minutesFocused expert session
- Clear next stepsA practical plan for your organisation
- No obligationYou decide what's right for you