Our Global Customers
The Intelligence Behind Our AI Agent for Instant Presales Documentation
Automatically parses unstructured data from client videos, meeting transcripts, and raw PDFs to identify key project needs.
Links directly to Salesforce Data Cloud to reference past project estimations, ensuring new SOWs are backed by real-world data.
Instantly deconstructs high-level project goals into a granular, hierarchical Work Breakdown Structure without manual entry.
Eliminates the "developer bottleneck" by providing BAs with pre-vetted technical approaches and effort estimates.
Condenses hours of discovery calls into structured sections, identifying deliverables, assumptions, and out-of-scope items.
Maps specific client pain points extracted from documents directly to your existing service offerings and product features.
Adjusts project effort and timelines based on historical patterns for similar clients or technology stacks found in your CRM.
See Next-Gen Salesforce Proposal Automation in Action
82%
Reduction in SOW Turnaround Time
3X
Increase in Proposal Volume
0%
Manual Data Transcription
10+Hrs
Saved per Business Analyst Weekly
65%
Improvement in Estimation Accuracy
Precision at Scale with Our AI Agent for Document Parsing
Transform fragmented discovery data into professional, client-ready SOWs with a seamless Agentforce-driven workflow.
Native Agentforce Integration
Native Agentforce Integration
Works directly within your Salesforce, allowing BAs to trigger SOW generation from an Opportunity or Lead record.
Conversational Refinement
Conversational Refinement
Use natural language to "chat" with the agent to add sections, tweak hours, or change the technical approach on the fly.
Ready-to-Use SOW Templates
Ready-to-Use SOW Templates
Automatically populates your official, brand-approved SOW templates to ensure 100% legal and stylistic consistency.
AWS S3 Secure Processing
AWS S3 Secure Processing
Safely handles large file uploads, including discovery videos and complex technical diagrams, for deep analysis.
One-Click WBS Generation
One-Click WBS Generation
Exports a fully formatted WBS directly into Excel or Salesforce, ready for resource planning and project kickoff.
Automated Placeholder Detection
Automated Placeholder Detection
Flags missing information or "unknowns" in the client brief, prompting BAs to ask the right follow-up questions.
Version Control & Tracking
Version Control & Tracking
Saves every iteration of the generated SOW, allowing teams to compare changes and revert to previous versions easily.
Role-Based Rate Mapping
Role-Based Rate Mapping
Integrates with your internal rate cards to auto-calculate project costs based on the roles identified in the WBS.
Collaborative Review Mode
Collaborative Review Mode
Allows BAs and Devs to leave comments & approvals directly on the generated draft before it is finalized for the client.
Awards & Accolades
Why Choose Our AI Agent for Presales Document Parsing
- Stop waiting days for technical feedback; empower your BAs to generate accurate, engineer-validated effort estimates and technical approaches in seconds.
- Unlike standard parsers, our agent processes video recordings, meeting transcripts, and complex PDFs to ensure no client requirement is ever missed.
- Every SOW is benchmarked against your Salesforce Data Cloud historicals, ensuring your estimations are grounded in past project reality, not guesswork.
- Built directly within the Agentforce ecosystem, the agent works where your deals live, requiring no platform switching or manual data syncing.
- Instantly refine or pivot your project scope using natural language chat; the AI updates the WBS and SOW templates in real-time as requirements evolve.
- Ensure 100% consistency across every proposal by automatically applying your company’s latest legal clauses, brand styling, and role-based rate cards.
Industries We Empower with AI Voice Intelligence
From rapid triage to closing deals, our AI Voice Agents don't just talk—they execute. Seamless, 24/7 intelligence built for the industries that never stop.
Rapidly processes unstructured RFP documents into formatted project plans, aligning technical integration tasks with historical cost benchmarks.
Parses dense technical specifications and machinery requirements into structured SOWs with 100% accuracy.
Instantly turns discovery transcripts into technical WBS sections, allowing BAs to provide estimations for software builds without waiting for engineers.
Automates the drafting of high-volume consulting proposals by extracting client pain points from videos and other formats.
Simplifies the scoping of EHR and digital health integrations by accurately parsing regulatory compliance needs and technical security requirements.
360 Degree Cloud: Your Reliable Partner for AI Agent Development
- 13+ Years of Salesforce Experience
- Over 2000 Successful Deployments Globally
- 650+ Certified Salesforce Experts
- 4X Faster AI Agent Deployment
- Serving Customers Across 30+ Industries
Tired of Drafting SOWs from Scratch? Automate the Grind.
Break free from manual data entry and "copy-paste" scoping with our AI document parsing tool to turn messy discovery notes into professional WBS sections in seconds.
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Frequently asked questions
How does the agent handle unstructured data like discovery videos?
The agent uses multi-modal AI to transcribe video and audio, then applies custom logic to extract technical requirements, pain points, and deliverables, mapping them directly into your SOW framework.
Can I customize the SOW templates it generates?
Yes. The agent is designed to map extracted data into your existing, brand-approved Word or PDF templates, ensuring every document remains consistent with your company’s legal and stylistic standards.
Does it require a developer to set up or manage?
No. While it handles complex technical data, the agent is built for Business Analysts. It features a low-code interface within Salesforce Agentforce, allowing non-technical users to trigger and refine SOWs easily.
How does the agent ensure the WBS and estimations are accurate?
The agent benchmarks every new requirement against your historical project data stored in Salesforce Data Cloud. This ensures that effort estimations are based on real past performance rather than "best guesses."
Is our client data secure during the parsing process?
Absolutely. We leverage AWS S3 for secure file processing and follow Salesforce’s enterprise-grade security protocols. Your data is used only for your specific SOW generation and is never used to train public AI models.
Can the agent handle "out-of-scope" identification?
Yes. By analyzing the discovery brief against your standard service catalog, the agent automatically flags items that fall outside your typical offerings, helping prevent scope creep before the project starts.
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