Use Case: Quotation Creation – From Blank Sheet to Deal

Customized quotes are in demand every day: Sales teams copy text blocks, manually adjust prices, and struggle with version chaos. Hours pass before the customer sees a PDF. Yet valuable experience is stored in previous quotes and CRM data – gathering dust unused because no one maintains it centrally.

Notivo AI taps into CRM, price lists, and successful templates, recognizes the industry, scope, and margin requirements, and creates a customized draft in seconds. Header and body copy, calculations, and upsell notes are complete. All you have to do is review, digitally sign, and send. 70% less effort, 100% consistent quality.

Book your 15-minute live call: Coaching, customization, and 250+ integrations turn proposal creation into a one-click process. Free up time for consultation, accelerate closings, and impress customers with responsiveness. Click "Request a demo" and experience how Notivo transforms your proposals from a blank sheet of paper into perfect drafts.