Simply upload examples of WBS/quotes and integrate your CRM.
Connect to your favorite CRM, PM, PSA, and proposal knowledge base platforms.
Scope
Scope new opportunities rapidly
Instantly generate traceable requirements from the high-level to the activities, tasks, assumptions, and more.
Plan
Project plans in seconds
Generate custom, bottoms-up work breakdown structures based on scope and past successful projects.
Resource
Equip delivery for success
Identify key resource requirements each week across the entire project timeline.
Mitigate
Identify and solve for risks proactively
Leverage lessons learned to spot risks proactively, and mitigate using best practices from key stakeholders and past solutions.
Proposal
Write your proposal or SOW in seconds
Once all is approved, instantly generate a full proposal with your custom template. Add graphics, level of detail, and retain all required legalize to streamline the process.
Solutions
Your next AI-Powered Presales Platform.
Built for teams looking to reduce proposal cycle time and maximize margins in Enterprise Implementation, Custom Software Development, IT Consulting, and more.
Complex Quote Generation
Generate Tailored WBS for New Opportunities in Seconds
Optimized for Margins, Client Budget, and Timeline
Import Directly into your SOW/Proposals
Price Optimization
Build Quotes that Maximize Likelihood of Close & Margins
Leverage AI-Powered Pricing Intelligence
Build Pricing Options for the Client in Seconds
Collaboration Hub
Sales/Presales Quickly Identify Key Stakeholders for Input
Request Relevant Information and Incorporate into Quote Generation
Customized Approval Chains throughout Quoting Process
Win more deals today.
Discover how Taltrics can revolutionize your professional services presales process.
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