PitchCrane AI

The consulting firm's account executives were spending half a working week per opportunity stitching together proposals from old decks, stale pricing spreadsheets, and a clause library that lived in Dropbox.

• RFP turnaround in days, not hours: Detailed responses to 60-page RFPs took 16 to 24 hours of senior-consultant time per submission.
• Pricing drift: Rep-by-rep discounting eroded margin because the official rate card lived three folders deep.
• Clause inconsistency: Five flavours of the same liability paragraph circulated, each requiring a fresh legal review.
• Win-rate blindness: Revenue operations could not tell which scope-of-work template actually closed deals.
• Redline whack-a-mole: Legal redlines were reapplied manually on every fork of the master template.

We built PitchCrane as a deal-desk assistant on top of n8n and OpenAI, wired into the firm's CPQ sheet and the PandaDoc API.

• Brief parser: Drop in a discovery transcript or RFP PDF; the parser extracts buyer requirements, decision criteria, and budget cues.
• Clause library lookup: Each requirement is matched to the canonical scope-of-work clause via vector search, so every proposal pulls from a single source of truth.
• CPQ-backed pricing: Line items resolve against a Google Sheet rate card with role, region, and volume-discount logic baked in.
• One-click PandaDoc render: Branded layout, the right executive bio, and the latest legal-approved boilerplate inserted automatically.
• Win-rate telemetry: Every clause and template carries a version stamp so revenue ops can correlate close rate with proposal composition.
• Redline reconciliation: When legal updates a master clause, in-flight proposals show a redline diff and a one-click reapply.

Within one sales quarter the deal-desk team retired its proposal backlog and revenue operations finally got visibility into what was winning.

• First-draft turnaround collapsed from 18 hours to 6 minutes of supervised generation per RFP.
• Effective discount drift fell 7 percentage points because every line item resolved through the CPQ sheet.
• Legal review cycle shortened from 4 days to under 8 business hours with reconciled clause versions.
• Win-rate visibility unlocked: revenue ops identified the two scope templates closing 60 % of mid-market deals.
• Account executive capacity rose 2.4x measured in proposals shipped per rep per quarter.