Sales & Proposals

Offer Generator

Turn a one-line customer brief into a fully branded, priced sales proposal.

Offer Generator is an AI sales-proposal agent that produces fully branded, multi-page customer quotations in under 30 minutes — with accurate pricing, correct terms, and flagged ambiguities. Built on Claude AI and trained on a manufacturer's product, pricing, and brand data. Replaces 4-hour manual offer creation.

Time saved
3.5 hours (4 hr manual → 30 min AI-assisted)
Deployment
2–3 weeks
Cost per run
$0.50–$1.50
Department
Sales

Proven at: Orient Printing & Packaging (79-year-old industrial manufacturer)

What it does

Offer Generator is the flagship Settle agent — the first production deployment that took Orient Printing's sales engineers from 4-hour proposal drafts to 30-minute AI-assisted ones. It ingests a short customer brief (company name, product line, quantities, country, any special terms), and generates a multi-page branded PDF-ready offer with accurate line-item pricing, GST/tax handling, domestic or international terms, and an explicit list of open questions where inputs are ambiguous. Unlike generic ChatGPT prompts, Offer Generator runs on a structured Claude project with versioned knowledge files — so a customer name always maps to the right price, the right currency, and the right terms version.

Inputs

  • Customer name and country
  • Product line / SKU family
  • Quantity or capacity requirement
  • Any special commercial terms (payment, delivery, warranty)
  • Contact person for the offer
  • Optional: competitive context or prior offer reference

Outputs

  • Multi-page branded proposal (PDF-ready)
  • Line-item pricing with tax / GST math
  • Domestic or international terms (auto-selected)
  • Explicit list of flagged ambiguities (not fabricated assumptions)
  • Editable source doc for sales-engineer final review

Where it fits

Multi-line industrial manufacturers

Four machine lines, dozens of SKUs, and thousands of configuration permutations — Offer Generator handles the combinatorial pricing logic that spreadsheets can't.

International quotations

Switches terms, currency, incoterms, and tax handling based on the customer country. No sales engineer has to remember whether Vietnam gets FOB or CIF.

High-velocity B2B sales

Teams generating 50+ quotations per month. Each quotation that used to cost half a day of senior engineer time now costs 30 minutes.

A sample run

Input

Customer: Acme Packaging Ltd (Vietnam). Product: C-Series 105 with auto-feeder. Qty: 1 unit. Terms: 30% advance, balance against BL. Contact: Mr. Tran, Plant Head.

Output

8-page branded offer with machine specs, price breakdown in USD, CIF Haiphong terms, 18-month warranty, GST-exempt export terms, 4 flagged ambiguities (colour variant, commissioning country, training package, spare parts kit).

Common questions

What does the Offer Generator AI actually do?

Offer Generator converts a short customer brief into a fully branded, multi-page sales proposal with accurate pricing, correct terms, tax handling, and flagged ambiguities. It is a production Claude AI agent deployed live at Orient Printing & Packaging — cutting offer creation time from 4 hours to 30 minutes.

How is this different from a prompt template in ChatGPT?

A prompt template is a string. Offer Generator is a versioned Claude project with knowledge files for pricing, terms, and brand, plus explicit safety rules (it flags ambiguity, it refuses to invent prices). The same brief will produce the same output on run 1 and run 10,000 — consistency a chat prompt can't guarantee.

Can it handle our specific products, pricing, and terms?

Yes. Settle loads your product spec sheets, pricing logic (including GST or VAT math), and terms versions into Claude knowledge files during deployment. The agent only uses your data — it never invents products or pricing from generic training data.

How much does it cost per offer?

Pre-paid credits. A typical full 8-page offer costs ~$0.50–$1.50 in Claude API costs, billed through Settle credits. No subscriptions, no seat licenses, no minimums.

How long does deployment take?

For a company with clean product data, a first working Offer Generator ships in 2–3 weeks. Companies with scattered pricing and terms typically need an extra 1–2 weeks for data cleanup.

Deploy Offer Generator for your team

Book a 15-minute discovery call and we'll map how Offer Generator fits your specific workflows.

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