AI Proposal and Quote Generator: Accurate Offers Straight From Your Catalog and CRM
Prices from your Product catalog, totals calculated in code, an intro written for this client, and your approved Document generator template. Describe the flow once — Alaio Vibecode turns it into an app your reps use right from the deal card.
Reps copy last month's proposal, update prices by hand, and hope the old discount is gone from the footer. With Alaio Vibecode, you can build a generator that takes products from your catalog, context from the deal, and produces a polished document from your approved template.
- Assemble quotes from current catalog prices.
- Write a proposal intro tailored to the client.
- Fill your Document generator templates automatically.
- Keep every version linked to the deal.
Approval Before It Goes Out
Large or discounted deals often need a second pair of eyes.
- Create a task for the sales manager to review.
- Or start an approval workflow for discounts above a threshold.
- See on the timeline exactly which version was shared.
Quotes Built From Your Real Catalog
Prices should never be typed from memory. The app reads the Bitrix24 Product catalog and does the math in code.
- Pull products, SKUs, and price types directly from the catalog.
- Calculate totals and discounts exactly, without AI.
- Let reps add or remove items before the quote is created.
Proposal Text That Speaks to the Client
A quote lists what you sell; a proposal explains why it fits. AI drafts that part from the deal context.
- Use deal notes, emails, and call transcripts as the source.
- Address the client's stated goals and concerns.
- Let the rep edit the text before the document is generated.
Your Templates and Branding
Layout, legal wording, and branding come from templates your team approved in the Bitrix24 Document generator.
- Fill templates with CRM data, requisites, and bank details.
- Keep every proposal consistent across the team.
- Store the generated document on the deal.
Build the Proposal Generator With Vibecode
Describe how your team builds offers, and AI turns it into an app.
1. Create an API key with CRM and catalog access in Vibecode.
2. Describe the flow: "From a deal, build a quote from catalog products, write a short intro, and generate a document from our template."
3. Test it on a few real deals.
4. Adjust discount rules and wording in plain language.
People Own the Offer
AI speeds things up; people stay responsible for the offer.
- Prices come from the catalog, not from the model.
- The rep approves the text before anything is sent.
- Vibe+ plans include the Vibecode API and built-in AI models within your monthly AI allowance.
- Vibecode is in AI Beta, so plans and pricing may change.
For more information about Bitrix24, head over to our training courses.
We also have a great YouTube channel that covers every aspect of Bitrix24, from sales and planning to document management and company internal communication tools.
To download the self-hosted edition of Bitrix24 that can be installed on your own server and give you access to open source code, please visit the Bitrix24 Self-Hosted page.
Be sure to check out other Bitrix24 tools:
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