Intelligent quoting and proposals

Win/loss analytics on lost quotes

14 days after a rejection, a one-click anonymous survey asks why (price, timing, competitor). The AI summarises monthly ('65% of losses were about long lead times, not price') and drafts a slimmed-down counter-offer for price-sensitive buyers.

Tools

  • n8n
  • Claude
  • Typeform

How it works

  1. 01Survey on day 14
  2. 02Monthly lessons report
  3. 03Alternative offer to price-sensitive segment

Source: AI Automation Market Report and Practical Guide (2025–2026)

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