More flexible, AI-assisted proposal/reporting engine (competitive gap vs Xten)
R
Rafael Aznar
We would like a more flexible and modular proposal/reporting engine, including:
The ability to define proposal structure independently from line-item layout
Modular sections (narrative, scope, phases, systems, summaries) that can be rearranged or included/excluded per proposal
Client- and project-specific proposal variants generated from the same estimate
Optional AI-assisted features, such as:
Narrative and executive summary generation from estimate data
Phase- or system-level summaries
Automatically tailored proposal versions for different stakeholders
Platforms like Xten are attractive specifically because of their modern, flexible proposal experience. Closing this gap in D-Tools — without compromising its operational strengths — would significantly improve client-facing deliverables and reduce the need to evaluate alternative tools.
j
jerry
Hello, A more flexible and modular proposal/reporting engine in D-Tools would be a game-changer for client deliverables. Features like independent proposal structures, rearrangeable sections, client- or project-specific variants, and optional AI-assisted summaries would CareCredit streamline proposal creation, enhance customization for stakeholders, and reduce reliance on alternative tools.