Overview
The Proposal Generator automates the creation of commercial proposals by combining client data from Salesforce CRM, relevant project references from the knowledge base, and GPT-4o to produce polished, branded Word documents in minutes instead of hours.
Key Features
- CRM integration: Pulls client data, opportunity details from Salesforce
- Template engine: 15+ proposal templates by service line
- AI content generation: GPT-4o writes tailored sections based on client context
- Project references: Auto-selects the most relevant case studies
- Brand compliance: Enforces Cellenza visual identity
- DOCX export: Ready-to-edit Word output
Technical Stack
- Frontend: Vue.js 3
- Backend: Node.js (Express)
- AI: Azure OpenAI GPT-4o
- CRM: Salesforce REST API
- Document generation: python-docx / docxtpl
- Hosting: Azure Container Apps
Workflow
- Select opportunity from Salesforce or enter client details manually
- Choose service line and proposal template
- AI generates customized content sections
- Review, edit and finalize in the browser
- Export polished Word document
Impact
Reduced average proposal creation time from 4 hours to 25 minutes in initial trials. Improved proposal consistency scores by 35%.