Construction firm (AU) · Sales / BD

Proposal & Tender Generation

Power AutomateDataverseSharePoint

THE PROBLEM

Every tender response was half a day of copy-pasting - the client name into a dozen places, the same CVs into the back, the same case studies into the middle, and a cover page someone always forgot to update.

THE APPROACH

Click a button on the opportunity. The system pulls the client and scope from the CRM, drops in the right team CVs and case studies from the library, applies the latest branded template, and produces a polished PDF in under 15 minutes.

Outcome

PER-PROPOSAL EFFORT

BEFORE

~4 hours

AFTER

<15 min

-93%

WHAT CHANGED

Half a day of work became a coffee break. BD spends time on the parts that need judgment - pricing, win themes - instead of formatting. More proposals out the door, and none of them sloppy.

TECH STACK

Power AutomateDataverseSharePointWord templates