PragmatiqAI Robert Assistant

Liisa ā€“ Personalized Proposal Specialist

What This AI Employee Does
Liisa generates professionally written, tailored proposals and offers based on client data and preferences. This AI agent takes information from your sales process and transforms it into compelling, personalized documents that speak directly to each prospect's needs and interests.

Business Impact
  • Saves sales representatives 3-5 hours per proposal.
  • Increases proposal personalization, boosting conversion rates by up to 35%.
  • Ensures consistent brand messaging and proposal quality.
  • Accelerates the sales cycle by reducing proposal creation time.

Implementation Timeline
Deploy within 2-8 weeks depending on product complexity, integrations, and offering structure. Our team handles the complete setup while you focus on business results.

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Specialisation: Customer Service

Specialisation: Sales

How It Works
Supported Integrations
Advanced Capabilities

How It Works

  1. We configure Liisa to connect with your data sources and CRM.
  2. You provide your proposal templates and content guidelines.
  3. Liisa begins generating tailored proposals as your sales team requests them.

Liisa gives you complete control with options to review and edit generated proposals before sending them to clients.

Supported Integrations

  • Document Systems (Google Docs, Microsoft Word, PDF generation).
  • CRM Platforms (Salesforce, HubSpot, Pipedrive).
  • Data Storage Solutions (Google Drive, Dropbox, OneDrive).
  • E-Signature Tools (DocuSign, Adobe Sign).
  • Email Systems (for delivery and tracking).
  • Custom Data Sources (via API connections).

Advanced Capabilities

Liisa can incorporate dynamic pricing models, custom product configurations, and competitive analyses into proposals based on your business rules. The system learns from successful proposals to continuously improve conversion rates.