AI proposal automation for MSPs

Your proposals, written by AI — in minutes, not hours

For MSP owners and sales leaders who close more deals, faster. Connect meeting transcripts and your service catalog — get polished, client-ready proposals without writing a single word.

How It Works

From meeting notes to client-ready proposal

Three inputs. One engine. Three outputs that close deals.

Proposal Engine
Waiting for input...

Meeting Notes

QBR transcripts, sales calls, discovery

QBR transcripts
Sales call recordings
Discovery session notes

PSA

Clients, contracts, tickets, history

Client profiles & contacts
Active contracts & SLAs
Ticket history & trends
Service delivery records

Sales Rules

Markup, bundles, thresholds, sourcing

45% GP managed svc
Include security bundle
> $5K auto-generate
In-stock priority
ElevateElevateEngine

Proposal Document

Exec summary, scope, pricing, timeline

Intelligence

Win probability, upsell opportunities

Presentation

Client-ready deck, auto-formatted

Waiting for input...
The Difference

Hours of work, or minutes of magic?

Before Elevate
Manual Process
Open last proposal... which one was it?
Copy-paste from 3 different spreadsheets
Rewrite scope section from scratch
"Which pricing tier did we discuss?"
Format. Reformat. Format again.
Time: 3–4 hours
After Elevate
AI-Generated
Executive Summary
Scope of Work
Pricing & Investment
Timeline & Milestones
Every section cites source transcripts
Time: 4 minutes, zero writing

Zero human writing required.

Your Rules

Your agent, your rules

Not a black box. Teach it how your MSP sells — tone, pricing, bundles, thresholds. It learns.

Agent Configuration
Proposal Agent
12-Month Impact

The compound effect of AI proposals

Month over month, the pipeline builds itself.

0

Proposals / month

0 hrs

Hours recovered

$0K

Pipeline value

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec

Based on a 200-seat MSP with 50 clients

Get Started

See your first AI-generated proposal in 5 minutes

Recommended

Connect Your Data

Upload a meeting transcript or QBR notes and get a real proposal generated from your actual data.

Try With Sample Data

See it in action with a mock QBR transcript. No upload required.

Results improve with your own service catalog

Founding MSP Partners

Be a founding partner in proposal AI

We're selecting a small group of founding MSPs to shape how AI-generated proposals work — and lock in founding pricing.

EFOUNDING MSP PARTNEREarly Access · Founding Pricingmeetelevate.ai
Shape how proposals are generated
Founding partner pricing — locked in
Early access before public launch