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Creating a proposal means pulling data from Dynamics, cross-referencing previous documents, formatting to brand guidelines, checking pricing and chasing approvals. It can run to 20+ steps, and it has to happen every single time.
That is time your account managers could be spending with clients. And with every delay, deals slow down.
PitchPro is a Microsoft AI agent that connects to your CRM, previous proposals and product data, and automatically drafts tailored proposals ready for review.
No more manual assembly or chasing information across systems. Your sales team gets back to the conversations that close deals.
When sales teams produce proposals regularly, the manual work quickly adds up. PitchPro automates the first draft, reducing the time spent assembling documents and allowing teams to respond faster to opportunities.
PitchPro connects to the Microsoft 365 tools your sales team already uses and turns the data already in your systems into a proposal draft.
It scans your CRM data, call notes, product catalogues and pricing rules, then generates tailored content ready for review. Your team refines and approves. PitchPro handles the rest.
PitchPro connects your CRM data, proposal templates, and collaboration tools into a single automated workflow inside your Microsoft environment.
PitchPro reads opportunity data directly from Dynamics 365, including account information, deal notes and pricing context.
A Copilot-powered agent generates a proposal draft using CRM data, previous proposals and relevant documentation.
PitchPro automatically applies the correct Word template and document structure, ensuring proposals follow brand and service standards.
Drafts are reviewed and approved through Microsoft Teams, keeping collaboration and sign-off inside tools your team already uses.
✕ Manually gathering data from multiple systems
✕ Copy-pasting content from previous proposals
✕ Formatting to brand guidelines by hand
✕ Chasing approvals over email
✕ Hours per proposal
✓ Agent scans all existing information automatically
✓ Intelligent suggestions based on CRM history
✓ Pre-defined templates applied automatically
✓ Approval workflow built in via Microsoft Teams
✓ Minutes per proposal
PitchPro is built using Copilot Studio and integrates with Microsoft 365 (Word, Excel, Teams) and Dynamics 365. No new platforms to learn, no data leaving your environment. Just your existing tools, working harder.
As a Microsoft Solutions Partner, Bespoke has the accreditation and hands-on experience to implement, customise and support PitchPro for your organisation.
Built by people who understand what enterprise sales teams actually need and have the track record to prove it.
The result was much more advanced than we ever expected it to be.
Manuel Jung
Manufacturing Technology Development
Airbus Operations
Find out how much time your sales team could get back. Get in touch and we will show you what PitchPro looks like for your business.
