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Customizable AI Agent
Sales & Proposals

Pepper

Proposal Specialist

Hire Pepper

About Me

About Me

Hi, I'm Pepper. I help your sales team prepare professional, consistent proposals by following your organization's templates and instructions.

I'll guide you through the required information, prepare each proposal section, and bring everything together into a complete document for review.

Problems I Can Help You Solve

  • Proposals take too long to prepare.
  • Proposal quality varies between salespeople.
  • New salespeople need guidance.
  • Important customer requirements are missed.
  • Proposals don't follow the approved structure.
  • Teams repeatedly recreate similar content.

What I Can Do for You

  • Guide salespeople through proposal preparation.
  • Follow approved proposal templates.
  • Ask the required questions for each section.
  • Find relevant information from authorized knowledge sources.
  • Prepare proposal sections according to instructions.
  • Incorporate approved predefined content.
  • Assemble the complete proposal for review.
  • Support structured review of proposal completeness.

What I Need Before I Start

I need at least one Proposal Template.

For each template, tell me:

  1. 01
    Which sections the proposal should contain.
  2. 02
    How each section should be prepared.
  3. 03
    What questions I should ask.
  4. 04
    What knowledge sources I should use.
  5. 05
    Which predefined text must be included.
  6. 06
    Any review or approval requirements.

Once the template is configured, your sales team can start creating proposals with me.

Where I Can Get Information From

You can give me access to:

  • Documents.
  • Document folders.
  • Websites.
  • OneDrive files and folders.
  • Approved proposal templates.
  • Authorized business information.

I will only access information made available to me.

My Skills

  • Proposal Writing
  • Requirements Collection
  • Structured Content Development
  • Template-Based Document Preparation
  • Proposal Consolidation

Hire Pepper

Pepper · Proposal Specialist

Step 1 · Hire

Hiring adds Pepper to your PerfeXe workspace.

Step 2 · Configure

Pepper starts working once the information and configuration listed above are in place.

Hire Pepper