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Presales Document Automation · Salesforce Native

Instant SOW & WBS   from Any Presales Input

Extract requirements from text, files, audio, and video - then generate client-ready SOWs and WBS instantly inside Salesforce. AI document parsing that eliminates estimation bottlenecks and manual drafting for good.

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✓ 5★ AgentExchange · 1,200+ reviews
✓ Salesforce Summit Partner
✓ SOW + WBS in minutes, not days
✓ No developer dependency
Instant SOW & WBS from Any Presales Input
1,200+
AgentExchange reviews
5★ rated
80%
Faster SOW turnaround vs manual presales drafting
Measured
100%
Of outputs benchmarked against historical SOW data
0
Developer dependency - BAs generate SOWs independently
Hours
To deploy - not weeks of implementation
Works with your presales stack:
Native Agentforce Integration
Trigger from any Opportunity or Lead record
AWS S3 Secure Processing
Safely handles large uploads - audio, video, PDFs
PDF & Excel Export
Client-ready SOW PDF + WBS Excel in one click
How it works

AI-Powered Presales Document Parsing in Action

The AI agent analyzes presales inputs, uses historical delivery data, and generates structured SOW and WBS outputs fast - all inside Salesforce, without developer dependency.

Input
Upload Presales Inputs
Add discovery notes, PDFs, meeting transcripts, audio, or video to the opportunity context - any format, any source.
Text · audio · video · PDF
AI Parsing
Extract Requirements Automatically
The agent parses content and structures client requirements - scope, constraints, timelines, and deliverables.
Automated extraction
Estimation
Estimate Effort Using Historical Data
Benchmarks against historical SOWs to improve estimation accuracy and consistency - reducing developer dependency during presales.
Data-backed estimates
Generate & Share
Generate SOW & WBS - Finalize & Share
Create structured outputs and export client-ready PDF. Move forward faster with Salesforce proposal automation.
One-click export
Features

Deliver Instant Presales Documentation Without Estimation Bottlenecks

Put the AI agent to work across presales discovery and documentation - generating SOWs faster, estimating accurately, and keeping every proposal consistent and client-ready.

Feature Set A - Parsing, Extraction & Estimation

Automated Requirement Extraction · Historical SOW Analysis · AI Effort Estimation

Automated Requirement Extraction
Extract requirements from text, files, audio, and video and turn unstructured presales inputs into structured scope - no manual summarization needed.
Historical SOW Data Analysis
Benchmark new requirements against historical SOWs to improve accuracy and consistency across proposals - so estimates reflect real delivery patterns.
AI-Based Effort Estimation
Estimate effort and timelines using historical patterns to reduce developer dependency during presales - accurate scopes without waiting for engineering input.
AI SOW Generator · Requirement Parsing

Feature Set B - Generation, Templates & Collaboration

Instant SOW & WBS PDF Generation · Templates & Version Control · Collaborative Review

Instant SOW and WBS PDF Generation
Generate SOW and WBS outputs instantly with automated SOW creation software and export as a client-ready PDF - without leaving Salesforce.
Ready-to-Use SOW Templates & Version Control
Automatically populates brand-approved SOW templates for legal and stylistic consistency. Every version is saved so teams can compare iterations and revert when needed.
Collaborative Review Mode
Enables BA and dev comments and approvals on the draft before finalizing for the client - so every SOW ships with full team sign-off.
Generation, Templates & Collaboration
Results

What AI Presales Document Automation Delivers - By the Numbers

Research-backed metrics from AI SOW and WBS generator deployments. Your results will vary, but the direction is consistent.

80%
Faster SOW turnaround vs manual presales drafting and estimation cycles
Industry benchmark
100%
Of outputs benchmarked against historical SOW data for accuracy and consistency
AI SOW Generator
0
Developer dependency - BAs generate complete SOWs and WBS independently
Measured
40%
Reduction in presales estimation errors through AI-based effort benchmarking
360 SMS App
"For cost savings, we have estimated that we have saved over $100,000 in operational costs by using the 360 SMS platform. It's so innovative that we've already seen a number of productive features and enhancements over a short period."
Verified review · Salesforce AgentExchange · 5★
Industries

Built for Industries Where Presales Speed and Accuracy Matter

Designed for high-velocity services teams that rely on fast, data-backed project documentation to win and deliver.

IT & Managed Services
Close faster with instant SOW turnaround
IT services teams handling high volumes of proposals use AI SOW automation to generate scoped, accurately estimated documents in minutes - not days - reducing deal cycle time.
Faster deal closure
Manufacturing & Industrial
Standardize project scopes across complex bids
Manufacturing teams with multi-phase implementation bids use AI WBS generation to produce consistent, structured work breakdowns that reflect real delivery complexity.
Consistent, accurate scopes
Professional Services
Eliminate presales bottlenecks for consulting firms
Consulting firms use Salesforce proposal automation to generate client-ready SOWs from discovery sessions - removing the BA-to-dev handoff delay that slows every engagement kickoff.
No more dev queue delays
Healthcare & MedTech
Scope compliant implementations accurately
Healthcare technology vendors use AI document parsing to extract complex regulatory and integration requirements from discovery inputs - and generate scoped, compliant SOWs faster.
Compliant scopes, faster
Financial Services
Deliver accurate proposals for regulated projects
Financial services teams use historical SOW benchmarking to produce effort estimates and project scopes that hold up under scrutiny - reducing rework and change orders post-signature.
Fewer post-signature changes
Education & EdTech
Speed up platform implementation proposals
EdTech vendors and implementation partners use AI SOW generation to turn discovery sessions into structured project scopes - reducing presales turnaround across multiple active bids.
More proposals, same team
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FAQs

Questions? We've Got Answers

1. What does this proposal automation software generate inside Salesforce?
2. How does the AI document parsing tool extract requirements?
3. What is the difference between an AI SOW generator and an AI WBS generator?
4. Does it support Salesforce proposal automation workflows?
5. Is it also a Salesforce SOW generator for standard templates?
6. How does AI SOW automation tool capability reduce presales delays?
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