Proposal and quote drafting
Assembles the proposal from the deal record rather than from the last customer's document. Scope, pricing and stakeholders come from the CRM and the call notes, and the opening restates the customer's problem in their own words. It checks the draft for the classic failures — another customer's name, stale dates, totals that don't add up — and flags any pricing outside standard for approval.
Published by Oasis Platform · Free to add
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Proposal Drafter is created in your workspace with its instructions and settings already filled in.
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Writes outreach that reads like you researched them, because it did. For each prospect it finds one specific, checkable signal — something they published, a change at their company, a problem their product visibly has — and builds the email around it. If there's no real signal it skips the prospect rather than padding with "loved your website".
Oasis PlatformSales & MarketingWalk into the call armed with the prospect's own words. It pulls their career arc, what they've said publicly, what's genuinely changed at their company, and what your CRM already knows about the relationship. Verbatim quotes are prioritised over company boilerplate, because a line they actually said is what a seller can use in the room.
Oasis PlatformSales & MarketingTakes a list of target accounts and finds the people worth contacting inside them. Roles are confirmed current — stale titles are the main source of wasted outreach — and every contact gets a verified email, a recent signal where one exists, and the reason they made the list. Anyone already in an open opportunity is flagged before you touch them.
Oasis PlatformSales & MarketingDoes the CRM work the rep won't, while the call is still accurate. It extracts who attended, the customer's problem in their own words, budget and timeline signals, objections and how they were handled, and the agreed next step. Risk signals — no economic buyer, no timeline, a competitor already in a trial — are called out at the top.
Oasis PlatformSales & MarketingAdd it to your Oasis, connect its apps, and hand it the first task. Everything about it stays editable.
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