Which XIntelliSync plan includes Automated Proposal Generation?

Automated Proposal Generation is available on the Growth plan ($297/mo AUD) and all higher tiers.

How does Automated Proposal Generation save time for Australian businesses?

Automated Proposal Generation runs automatically 24/7, saving an estimated 2+ hrs/week per week. That's 104 hours per year returned to higher-value work.

Can Automated Proposal Generation replace manual crm automation tasks?

Yes. Automated Proposal Generation is designed to automate the manual crm automation tasks that consume time without building your business. It integrates with your existing data and runs without prompting.

What data does Automated Proposal Generation need to work?

Automated Proposal Generation reads from Your contact, lead, and deal records, Your email and calendar integrations (for context only — the agent never sends on your behalf without consent), Your customer health and engagement signals. All reads are scoped to your business. The agent never exports your data to third parties.

Which Australian industries benefit most from Automated Proposal Generation?

Automated Proposal Generation is used most actively by Professional Services, Real Estate, Digital & Tech operators. Each has a different reason to run this agent — Client relationships, referral tracking, account expansion.

/CRM Automation

CRM AutomationGrowth — $297/moActive 24/7

Automated Proposal Generation

Agent #65 of 150

Automated Proposal Generation — handled before you ask.

Generate professional proposals from templates and deal data

What It Handles

Runs automatically 24/7 without manual input

Integrates with your existing business data

Flags exceptions for your review

Logs all actions for audit and compliance

How Automated Proposal Generation works in your business

Watches your contact, lead, and deal records for the signal you defined.

Triggers when the signal appears — a new lead, a stage change, a dormant account, a renewal window. Acts within the policy you configured. Logs every interaction to the customer record so the history is defensible.

Before Automated Proposal Generation. After Automated Proposal Generation.

Before

You chase cold leads by memory, miss follow-up windows, and lose deals to silence you did not notice.

After

The agent sees the silence and acts within the policy you set. You handle the humans; the agent handles the chasing.

What Automated Proposal Generation reads

·Your contact, lead, and deal records
·Your email and calendar integrations (for context only — the agent never sends on your behalf without consent)
·Your customer health and engagement signals

What Automated Proposal Generation produces

·Logged activities in your CRM with timestamp and agent attribution
·Ranked leads with confidence scores and reasoning
·Suggested next actions routed to your sales queue

Where Automated Proposal Generation fits

100 agents on Growth. The foundations plus the proactive layer that watches your business.

2+ hrs/week

Time Saved

per week, on average

24/7

Runs

no prompts needed

Growth

Tier

from $297/mo AUD

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Stop doing this manually.

2+ hrs/week saved per week. Growth plan. First month 50% off.