Sales call to proposal, the same day.
Upload the call transcript and your notes to Naimi. You get a proposal with the goals, scope and terms you agreed with the client.
Upload the conversation
Add the transcript from your meeting recorder or your own notes, along with your price list and proposal template.
- Call transcript
- Price list for your services
- Your proposal template
Ask for the proposal
AI puts the client’s goals, the scope and the price into a draft and asks you about anything it can’t find.
Write a proposal for Ridgeline Outfitters from this call. The project is a CRM implementation with data migration. Use the price and timeline we agreed, and ask me about anything that’s missing.
Check it and send it
Check the scope, numbers and dates. The client gets a link, and you see when they open the proposal.
Questions about this use case
Does Naimi record the call?
No. Use the transcript from your meeting recorder or paste your notes. To send transcripts in automatically from another tool, connect it through the API.
Can I reuse this proposal for the next client?
Yes. Save the design and structure as a template and fill in the fields for each client, which uses no AI credits. Having AI read a new transcript does use them.
Will I see that the proposal was opened?
Yes. The web link shows opens, repeat visits and viewing time. Downloaded PDF and PowerPoint files don’t report views.
Templates for this use case
Make your next document personal.
Create the template with AI. Send every client their own version.
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