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HELM AI Proposal Generator

Generate personalised, professional sales proposals automatically from your deal data. HELM's AI proposal generator saves hours per proposal and improves close rates.

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How HELM's AI Proposal Generator Works

Creating a high-quality, personalised sales proposal typically takes 2–4 hours — gathering discovery notes, calculating ROI, assembling the relevant case studies, and formatting everything professionally. HELM's AI proposal generator automates this process, pulling from the deal record to generate a personalised proposal draft in minutes.

Key Benefits

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HELM is the AI Operating System for Revenue. AI Proposal Generator is just one of the AI capabilities built into the platform. Get the full suite — CRM, pipeline management, outreach automation, and AI coaching — in one place.

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Frequently Asked Questions

HELM's AI pulls from the deal record — discovery notes, qualification data, ROI metrics, stakeholder information — and uses this data to generate proposal content specific to the prospect's situation. The AI selects relevant case studies, calculates ROI based on the prospect's context, and personalises the language to reflect what was discussed in discovery.
HELM generates a proposal draft in 2–5 minutes. The rep reviews, makes adjustments, and approves — typically adding 15–30 minutes of review time. Total proposal creation time drops from 2–4 hours to under 45 minutes for most deals, with the AI handling the structural and research-intensive work.
Yes — HELM generates a draft that reps can fully edit before sending. You can modify any section, add specific content, change the language, update pricing, or include additional materials. The AI handles the 80% that can be automated; reps focus their time on the 20% that requires human judgment and relationship context.
Yes — HELM's proposal generator includes pricing based on your configured pricing tiers and the deal data in the record. Reps can adjust pricing before sending. Proposals include a pricing summary section as well as the full ROI context that frames the investment in the prospect's own value metrics.

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