Roundtable Proposal Agent | For R&D Firms
Win more RFQs with less effort
Qualify, price, and draft proposals in one place. The Proposal Agent uses your past projects to predict feasibility and estimate price ranges. Generates proposal using your templates. Perfect for product development and engineering design firms that want to respond faster without pulling engineers off work.
In development. Start by booking a demo for early access.
Streamline your proposal process and minimize interruptions
Roundtable automates lead qualification, cost estimates, and proposal generation to get you 80% of the way there quickly.
Qualify leads with confidence
- Requirements Analysis: Parse complex RFQs and extract key technical specifications, timelines, and deliverables to ensure you get the full picture.
- Technical Feasibility Assessment: Automatically evaluate new requests against your past project database to identify potential challenges and requirements.
- Risk Identification: Flag potential project risks early by highlighting conflicting requirements and gaps. Identify clarifying questions to ask the client.
Estimate pricing with precision
- Historical Data Analysis: Leverage your past project database to build realistic pricing estimates ranges based on similar work you've completed.
- Flexible Pricing Models: Get recommendations for both time & materials and milestone-based pricing structures tailored to each opportunity and market rates.
- Concept-Based Estimates: Together, we generate various conceptual solutions and can evaluate the bottoms-up costs of each.
Generate winning proposals
- Rapid Generation: Generate comprehensive proposals in hours using all available information for this opportunity, dramatically reducing response time.
- Customized Content: Automatically tailor proposal content to each specific RFQ, incorporating relevant project details, timelines, and technical approaches.
- Template-Based Generation: Create professional editable proposals using your existing templates, ensuring consistent branding and messaging across all submissions.
Track everything in one place
- Centralized Project Database: Maintain a comprehensive database of all your past projects, current opportunities, and ongoing work in one accessible location.
- CRM Integration: Seamlessly connect with your existing CRM system to ensure all proposal activities are tracked and synchronized.
- Performance Analytics: Track win rates, proposal metrics, and project outcomes to continuously improve your proposal process.
