AI-Powered Presales Document Parsing for Instant SOW and WBS Generation
Automate presales documentation with an AI document parsing tool that extracts requirements from text, files, audio, and video to generate client ready SOWs and WBS instantly inside Salesforce.
The AI agent analyzes presales inputs, uses historical delivery data, and generates structured outputs fast. It works as proposal automation software for consistent scope, accurate estimation, and faster turnaround.
AI Requirement Extraction and Effort Estimation for Presales Teams
Put the AI agent to work across presales discovery and documentation, without developer dependency.
- Generate SOWs faster with automated SOW creation software
- Improve turnaround using Salesforce proposal automation
- Create scoped documents with an AI SOW automation tool
- Build accurate plans with an AI WBS generator
- Produce client-ready scopes using an AI SOW generator
- Standardize delivery quality with Salesforce SOW generator outputs
Wondering how much time your presales team loses to manual SOW and WBS creation?
Deliver Instant Presales Documentation Without Estimation Bottlenecks
See What AI-Powered Presales Document Parsing Makes Possible
Automated Requirement Extraction
Extract requirements from text, files, audio, and video and turn unstructured inputs into structured scope.
Historical SOW Data Analysis
Benchmark new requirements against historical SOWs to improve accuracy and consistency across proposals.
AI-Based Effort Estimation
Estimate effort and timelines using historical patterns to reduce developer dependency during presales.
Instant SOW and WBS PDF Generation
Generate SOW and WBS outputs instantly with automated SOW creation software and export as a client ready PDF.
Native Agentforce Integration
Works directly within Salesforce, so BAs can trigger SOW generation from an Opportunity or Lead record.
Ready to Use SOW Templates
Automatically populates brand approved SOW templates to maintain legal and stylistic consistency.
AWS S3 Secure Processing
Safely handles large uploads like discovery videos and technical diagrams for deeper analysis.
One Click WBS Generation
Exports a formatted WBS into Excel or Salesforce for resource planning and kickoff readiness.
Version Control and Tracking
Saves each SOW version so teams can compare iterations and revert when needed.
Collaborative Review Mode
Enables BA and dev comments and approvals on the draft before finalizing for the client.
AI-Powered Presales Document Parsing in Action
Upload Presales Inputs
Add discovery notes, PDFs, meeting transcripts, audio, or video to the opportunity context.
Extract Requirements Automatically
The agent parses content and structures client requirements using an AI document parsing tool.
Estimate Effort Using Historical Data
It benchmarks against historical SOWs to improve estimation accuracy and consistency.
Generate SOW and WBS Instantly
Create structured outputs using an AI SOW generator and AI WBS generator within Salesforce.
Finalize and Share
Export a client ready SOW and WBS as PDF and move forward faster with Salesforce proposal automation.
Built for Industries Where Presales Speed and Accuracy Matter
Designed for high velocity services teams that rely on fast, data backed project documentation.
IT & Managed Services
Manufacturing & Industrial
Professional Services
Healthcare & MedTech
