Sales / Proposal Management Live

Compliant Revision Generator

Upload customer-facing text and get every claim that breaks your messaging policy rewritten — with the original and the replacement side by side so a reviewer can check each change.

About the Agent

Challenges Compliant Revision Generator addresses

Done by hand, proposal management means gathering text to review, working through 4 separate passes over the same material, then producing can this go out?, reviewer note and original → replacement. None of it is difficult and all of it is exacting, which is the combination people are worst at holding. The errors that matter are the ones a tired reader does not notice, and they surface later — in a reconciliation, or in somebody’s reply. It waits until someone remembers it, which is usually the point at which it has become urgent. As volume grows the work does not get harder, only longer, and the first thing to go is the checking.

Compliant Revision Generator runs that same sequence end to end and returns the result as structured artefacts. What it cannot settle it hands over rather than guesses at, and your correction is kept: it asks “Are these rewrites ones you would use?” after every run, and those answers become the set it is measured against. Nothing that moves money, alters a contract or reaches a customer executes without human approval, and every action is written to an audit log. The gain is in the volume that no longer has to be read, not in removing the judgement.

How it works

Step 1: Reading the draft

First of 4. It works from text to review and feeds the step after it.

Key Tasks:

  • Locating the material: It works from text to review, so nothing has to be forwarded, re-keyed or renamed first.
  • Handling the format it arrives in: Scanned pages, native documents, spreadsheets and message bodies are all read the same way, including layouts where the relevant figure sits inside a table rather than a labelled field.
  • Pulling the fields that matter: Only the fields the rest of the run needs are extracted. What cannot be read confidently is recorded as unread rather than filled in with a best guess.

Outcome:

  • Fields extracted: The fields are available to the steps that follow, with anything unreadable listed rather than silently defaulted — which is what stops a bad extraction becoming a confident wrong answer three steps later.

Step 2: Looking up the messaging policy

Step 2 of 4. It takes what step 1 produced and hands its result to step 3.

Key Tasks:

  • Covering the whole set: Every record in scope is examined, not a sample. The step before it narrowed the field; this one does not narrow it further by accident.
  • Judging relevance by content: Whether something belongs in this run is decided from what it says rather than from where it was filed or how it was named.
  • Discarding visibly: What is excluded is recorded as excluded, so "nothing found" can be distinguished from "nothing looked at".

Outcome:

  • Relevant items found: They pass to the next step with the reason they were selected attached.
  • Nothing relevant: The run reports that it found nothing and stops, rather than producing an empty artefact that reads like a failure.

Step 3: Finding and rewriting non-compliant claims

Step 3 of 4. It takes what step 2 produced and hands its result to step 4.

Key Tasks:

  • Sweeping and rewriting non-compliant claims: The sweep is defined by and rewriting non-compliant claims, so what it returns is scoped to this step rather than to everything the connected system holds.
  • Carrying the reason forward: Each item that survives arrives at the next step with why it was selected attached, so a false positive can be traced to the rule that admitted it.
  • Covering the whole set: Every record in scope is examined, not a sample. The step before it narrowed the field; this one does not narrow it further by accident.

Outcome:

  • Matches returned: They pass to the next step with the reason each was selected attached.
  • No matches: The run says so and stops rather than producing an empty artefact that reads like a failure.

Step 4: Writing the reviewer note

Last of 4. It takes what step 3 produced and produces can this go out? and reviewer note.

Key Tasks:

  • Writing from the run, not from a template: The text is built from what this run actually found, so two proposal management outputs differ where the underlying records differ.
  • Leading with what needs a decision: The exceptions come first and the routine detail follows, because the reader is deciding rather than reading.
  • Staying inside the evidence: Nothing appears in the text that is not supported by a record the run examined. Gaps are stated as gaps.

Outcome:

  • Artefact ready: A finished artefact, traceable line by line to the records behind it, ready for a person to accept or correct.

Step 5: Your review, and what it changes

The run ends with a person, not with a result being filed.

Key Tasks:

  • Asking a specific question: It asks “Are these rewrites ones you would use?” rather than for a rating. A question about this run is answerable; a score out of five is not.
  • Keeping the correction: What you change is recorded against the case that produced it, so the disagreement is retrievable rather than absorbed.
  • Building the evaluation set: Those cases become what the agent is measured on. It is scored against your judgement rather than against a general benchmark.

Outcome:

  • A measured agent, not an assumed one: The cases Compliant Revision Generator handles well and the cases it does not are both visible, and the second list is the one that decides what changes. Nothing is retrained silently on the back of a single correction.

Why use Compliant Revision Generator?

  • Answers from your own material: It retrieves from a knowledge base you populate — your policies, contracts and reference documents — so its decisions follow how your business actually operates rather than a general model’s assumptions. Sources are cited alongside the result.
  • Every statement cites its source: Findings come back with the records behind them, so a reviewer can check a claim instead of deciding whether to trust it. An assertion with no source is the expensive kind to discover late.
  • Checks are evidenced, not asserted: Each check records what was expected and what was found. A failure can be understood — and argued with — without re-running anything.
  • Field mapping you can audit: Every incoming field is shown with what it was mapped to and how confidently. Low-confidence mappings are held rather than applied, which is where silent data corruption otherwise starts.
  • Takes documents as they arrive: Scanned pages, native files and awkward layouts are read as they are. Nothing has to be renamed, re-keyed or converted into a template before a run.

Oversight

Runs under scoped, least-privilege credentials with every action written to an audit log. Anything that moves money, alters a contract or reaches a customer requires human approval before it executes.

Proposal Management

Other agents in proposal management

Pipeline, proposals, renewals and the CRM hygiene underneath them

  • Proposal Management Live

    Post-Proposal Feedback Analysis

    Read what customers said after seeing a proposal — won, lost, and still open — and find what the proposal itself is getting right and wrong.

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  • Proposal Management Live

    Proposal Approval Routing

    Work out which reviewers a proposal actually needs, in what order, and by when — instead of sending it to everyone and waiting.

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  • Proposal Management Live

    Proposal Drafting

    Draft a proposal from your approved boilerplate and the deal's own facts — with a visible marker anywhere the library has nothing to say.

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  • Proposal Management Live

    Proposal Exception Closure

    Track the open exceptions on a bid — the non-compliant answers, the unanswered clarifications — and establish which are genuinely closed before submission.

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  • Proposal Management Live

    Proposal Feedback Consolidation

    Upload a proposal draft and every reviewer's comments, and get one consolidated redline list with conflicts between reviewers surfaced rather than silently resolved.

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  • Proposal Management Live

    Proposal Finalization

    Turn a signed-off proposal into the records the rest of the business needs — the CRM update, the finance handover, the delivery brief — each with only what the proposal actually establishes.

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Next Step

Deploy Compliant Revision Generator, or adapt it

It runs as-is. Most deployments diverge — a different source system, a different tolerance, a different approval path. A 30-minute technical call establishes which.

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  • NDA on request
  • Scoping notes sent within 48 hours
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