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    AI Sales Assistant

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    Sold by: Moterra 
    Moterra's AI Sales Assistant automates proposal creation, contract drafting, and sales communications by integrating with your existing documents and CRMs. Generate personalized sales materials instantly using your own templates, past deals, and client data—helping small teams and founders close deals faster without manual document creation

    Overview

    Moterra's AI Sales Assistant transforms how businesses handle sales documentation by automating the creation of proposals, contracts, quotes, and communications. Built for founders, sales teams, and sales managers, this solution integrates seamlessly with SharePoint, Google Drive, and CRM systems to generate personalized sales materials using your existing templates and past deals.

    The assistant accelerates your entire sales cycle by instantly drafting proposals, service agreements, invoices, RFP responses, and follow-up communications. It pulls context from your document repositories and CRM data to ensure every generated document maintains your brand voice, pricing structure, and formatting standards. From cold outreach to contract signing, the AI handles routine document creation while you focus on relationship building and deal closing.

    AWS Services Integration: This solution utilizes Amazon Bedrock for AI processing and content generation, ensuring enterprise-grade performance while maintaining complete data privacy in your dedicated AWS environment with GDPR compliance and ISO 27001/42001 certification standards.

    Key capabilities include real-time document generation, context-aware content creation using your historical data, automated follow-up sequences, and comprehensive sales cycle support. Your sensitive sales data remains secure in your private AWS environment while delivering measurable improvements in response times and win rates.

    Highlights

    • Instant Sales Document Generation - Create personalized proposals, contracts, and quotes in seconds using your existing templates, past deals, and client data integrated from SharePoint, Google Drive, and CRM systems
    • Context-Aware AI Assistant - Leverages your historical sales materials and customer information to generate documents that match your brand voice, pricing structure, and formatting standards automatically
    • Complete Sales Cycle Automation - Streamlines everything from cold outreach to contract signing with automated follow-ups, meeting summaries, and onboarding materials to accelerate deal closure

    Details

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    Delivery method

    Deployed on AWS

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    Pricing

    Custom pricing options

    Pricing is based on your specific requirements and eligibility. To get a custom quote for your needs, request a private offer.

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    Support

    Vendor support

    Every Moterra AI Sales Assistant subscription includes 3 hours of monthly expert support from our AWS-certified GenAI specialists at no additional cost. Our support team provides comprehensive assistance including platform optimization, sales workflow development, integration guidance, and custom automation design tailored to your sales operations. Included Support Services:

    • Technical implementation and configuration for CRM, SharePoint, and document management systems
    • Best practices guidance for sales process automation and document template optimization
    • Custom prompt engineering for sales-specific use cases and proposal generation Integration support for sales platforms, document repositories, and customer databases
    • Performance optimization and sales analytics review Custom AI Solutions Development: Beyond platform support, Moterra specializes in developing custom AI solutions that transform your unique sales processes into automated workflows. We help businesses identify high-impact AI opportunities and build tailored solutions for specialized proposal generation, client communication, and sales process optimization. Our custom development services deliver measurable ROI within weeks rather than months. Our Qualifications: Moterra's support team consists of AWS-certified professionals with extensive experience in generative AI implementation. Our specialists hold certifications in AWS Solutions Architecture, Amazon Bedrock deployment, and AI/ML services, with deep domain expertise in sales operations and business development. We follow enterprise-grade security standards including ISO 27001 and ISO 42001 frameworks. Contact Information: Email: support@moterra.ai  Phone: +44 (0) 20 3026 1170 Response Time: 24 hours for technical issues, same-day for critical sales operatio**ns