Automate sales proposal generation
Sales/RevOps/marketing/content, productivity assistants, CRM tools, and document tools that draft or assemble proposals.
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Tools to explore for this work
See what each tool does, then explore its features and setup needs. Scores compare products in the same category; they do not measure fit for this task.
What it doesA workplace AI assistant that helps staff write, research, and analyze data, kept private and never used to train the model.
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What it doesA workplace AI assistant that reads very long documents and helps staff write, code, and analyze, run under company controls.
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What it doesA sales prospecting tool with a database of more than 200 million contacts, plus AI that researches accounts, writes emails, and analyzes calls.
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What it doesAn AI video and audio editor where you edit a recording by editing its text transcript instead of dragging clips on a timeline.
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What it doesAn AI helper built into Word, Excel, Outlook, and Teams that drafts, summarizes, and answers questions inside the apps you already use.
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What it doesAn AI notetaker that joins meetings on more than a dozen apps, writes summaries, and sends notes to your CRM.
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What it doesAn AI notetaker that records sales calls and writes the notes straight into CRM fields, with a free plan to start.
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What it doesAn AI meeting notetaker that also coaches how you speak, tracking filler words, pace, and listener sentiment.
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What it doesAn AI search tool that answers questions by searching the web and citing every source, with team admin controls added.
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What it doesAn enterprise AI content tool that generates text and images locked to a company's brand rules, built for producing many variations at scale.
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What it doesA cloud tool for generating AI video, images, and audio from text or pictures, built for creative and production teams.
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What it doesAn AI sales agent that chats with visitors on your website, qualifies them, and books meetings on a rep's calendar automatically.
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More options that may need extra setup
See what each tool does, then explore its features and setup needs. Scores compare products in the same category; they do not measure fit for this task.
What it doesAn AI tool built only for legal work that researches case law, reviews contracts, and analyzes large document sets for law firms and in-house teams.
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What it doesAn AI legal research tool that answers legal questions with cited case law and drafts documents, from LexisNexis, now called Lexis+ with Protege.
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What it doesA no-code tool where a team builds AI agents together on a shared canvas, connecting them to apps like Salesforce, Slack, and Gmail.
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What it doesA company knowledge tool that stores short, verified answers and serves them inside Slack, Teams, and the browser.
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What it doesAn AI research tool for finance and legal teams that answers questions across hundreds of documents at once, with citations.
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What it doesA free, open-source developer library from OpenAI for building custom AI agents in code, with tools and handoffs between agents.
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What it doesA free, open-source developer library for building multi-step AI agent workflows with fine control over each step.
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What it doesA platform for building teams of AI agents that handle sales, support, and operations tasks, marketed as an 'AI workforce.'
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What it doesAn open-source developer framework for organizing several AI agents into a team with defined roles, plus a paid governance layer.
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What it doesAn open-source developer framework for connecting AI agents to company documents, with a paid cloud service called LlamaCloud.
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What it doesA platform for building AI chat agents for websites and messaging apps, priced by monthly conversation volume rather than per seat.
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What it doesA drag-and-drop platform for building AI agents that process documents, with security features aimed at regulated industries.
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What it doesA workspace where non-engineers build and run custom AI agents connected to Slack, Notion, GitHub, and other everyday tools.
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What it doesA low-code tool for building AI agents that answer questions or complete tasks, built into Microsoft 365 with more than 1,400 connectors.
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What it doesA website and app search service whose AI ranking predicts what kind of content a searcher actually wants, sold with its top plan.
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What it doesAn AI learning and company-search platform that Workday acquired in 2025, with AI agents for answering staff questions.
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What it doesA browser extension that pulls data from websites and finds sales leads, rather than automating back-office processes.
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What it doesAn enterprise search and AI assistant platform for large companies, with more than 200 pre-built connectors to internal systems.
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What it doesA document processing platform with ready-made 'skills' for reading common document types like invoices and contracts, so you don't start from scratch.
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What it doesA developer service from Google Cloud that pulls text and data out of documents, with ready-made parsers for invoices, receipts, and IDs.
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What it doesAn enterprise contract management tool with AI agents that draft, redline, and track obligations across thousands of contracts, built for large global companies.
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What it doesAn enterprise platform for reading complex, messy documents like loan files and legal agreements that simpler tools handle poorly.
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What it doesAn AI tool that reads invoices and other business documents and pulls out the data, learning from corrections, with a newer autonomous agent called Aurora.
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