AI Operations · Revenue
Draft quotes and proposals faster while people retain control of price, scope, and terms.
The system receives requests from forms, inboxes, or sales notes, normalizes missing fields, and drafts from approved templates. Price, scope, terms, and recipients always require authorized approval before sending.
Send a problem to diagnoseLead intake
Company
North Coast
Locations
3
Channels
Website, Zalo
Timeline
Missing
Proposal draft
Pending ApprovalA fit when
- B2B services with structurally repetitive proposals.
- Sales teams spending time gathering requirements and finding templates.
- Teams with clear price, rule, and scope owners.
Not a fit when
- Every deal is unique and scope cannot yet be framed.
- AI is expected to approve prices or terms.
- Legal documents require accountable counsel.
Where the workflow breaks
Hot leads wait too long for a draft.
Quotes miss fields or use outdated templates.
No visibility into who must approve a proposal.
Current flow
- 01Read scattered notes
- 02Ask again for missing fields
- 03Copy an old template
- 04Track approval in chat
Proposed flow
- 01Normalize intake
- 02Match rules and templates
- 03Create a source-backed draft
- 04Approve, send, and log status
AI handles
- Summarize needs and flag missing fields.
- Draft from approved templates and rules.
- Create checklists and follow-up reminders.
People approve
- Price, discount, and payment terms.
- Scope, timeline, and exceptions.
- Recipient and final version before sending.
Required inputs
- Templates, service catalog, and price/rule table.
- Intake fields and approval matrix.
- CRM/email integration access where applicable.
Deliverables
- Intake schema and draft templates.
- Approval workflow, version log, and status dashboard.
- Runbook, test cases, and handover.
Scope and limits
- No autonomous approval or modification of price/terms.
- Not a substitute for legal advice.
- Automated sending is enabled only after rules and permissions are tested.
Implementation timeline
Week 1
Audit proposals, fields, templates, and approval rules.
Weeks 2–3
Build intake, drafting, and approval flow.
Week 4
Pilot with synthetic or anonymized data and hand over.
Permitted proof
This workflow can be demonstrated with templates and synthetic data. Golden Sea has not published a client outcome or time-saving metric, so this page makes no such claim.
Security & governance
- Restrict visibility by deal and role.
- Keep secrets and unnecessary sensitive data out of prompts/logs.
- Store version and approver before sending.
Frequently asked questions
Does AI decide the price?
No. AI applies approved tables/rules to a draft; an authorized person confirms the final price.
Can it draft contracts?
Only for normalized intake and drafts from approved templates. Legal documents require professional approval.
Read before implementation
Related work
Start with one clearly bounded problem.
Send the current process, source data, and the point where work slows down. Golden Sea will return a diagnostic scope before proposing a build.