Transform Your Sales Process
Custom AI agents built specifically for sales teams. Automate workflows, accelerate responses, and deliver exceptional results.
Faster Response Times
More Deals Closed
The Problem
Sales teams struggle with manual RFP processing, quote generation delays, and proposal assembly. These bottlenecks slow down response times and reduce win rates.
Where it breaks
- Missing specs
- Compatibility conflicts
- Source drift
The Solution
Custom agents built for your workflows. Every implementation is custom-built for your specific workflows, data sources, and business rules. No off-the-shelf products.
ReshapeX AI agents automate RFP intake, generate accurate quotes from your product catalog, and assemble branded proposals automatically. Your sales team can respond faster and close more deals.
How we fix it
- Quote readyAccurate pricing with all discounts applied
- Proposal draftBranded document with all requirements
- CRM updatedAll fields synced automatically
- Exceptions routed for review
Measurable Impact
See how Sales teams achieve faster quote cycles, higher win rates, and improved response times. These are documented results from production deployments, not projections.
What to expect
A practical delivery timeline for Sales teams. See the tangible artifacts you'll receive at each phase.
Workflow Map
Stations, owners, handoffs
Data Source Map
What connects, permissions
Success Metrics
What we measure
Guardrails
Rules, escalation, approvals
Trust & Security
Trust Control Center
Data flow, access controls, and auditability
Data encrypted in transit (TLS) and at rest with industry-standard algorithms
Granular permissions with least-privilege principles
Customer data isolated with strict tenant boundaries
API keys and credentials stored in secure vaults, never logged
Audit & Access Controls
| Role | View | Generate | Request | Execute | Manage | Export |
|---|---|---|---|---|---|---|
| Viewer | ||||||
| Sales | ||||||
| Approver | ||||||
| Admin |
Frequently asked questions
Buyer-grade answers to reduce friction and clarify expectations.
What data sources can ReshapeX connect to?
Connect the systems you already use (docs, CRM, ERP, ticketing, inboxes, portals). The exact set depends on your environment and access model.
How do you prevent hallucinations or incorrect answers?
We constrain outputs with approved sources, deterministic rules where appropriate, and guardrails. We also design escalation paths for edge cases.
How does implementation work?
We start with your highest ROI workflows, build a prototype quickly, then harden and expand based on real usage. The timeline and scope are tailored.
Can we control access and audit usage?
Yes—access controls, logging, and governance are part of the design. Exact capabilities depend on deployment and integrations.
Ready to See How It Works?
Ready to See How It Works?
Book a demo where we map a workflow using your data. See how ReshapeX agents can transform your sales, support, and operations.
See real examples. Get a working demo. Understand the process.
Teams that respond faster win more bids. Don't fall behind.