Use case · Proposal teams
A proposal is not written from a blank page. It starts with requirements, previous answers, pricing assumptions, and a deck that already exists. Lesser helps turn that material into a draft the team can keep editing.
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Proposal sections and presentation outline
Read the RFP requirements and draft the response in the proposal template structure.
Workflow
Read the RFP, proposal template, price sheet, and company deck together before drafting the response.
01
Read
Identify required sections, evaluation criteria, deadlines, and supporting evidence from the source files.
Proposal sections and presentation outline
Read the RFP requirements and draft the response in the proposal template structure.
02
Draft
Turn requirements and reused proof points into proposal paragraphs that match the working file.
Working instruction
Read the RFP requirements and draft the response in the proposal template structure.
03
Prepare
Translate the final message into a presentation outline for the review meeting.
Proposal sections and presentation outline
Proposal draft
Finance operations
Compare this month’s ledger against the bank and card exports. Mark unmatched rows separately.
View workflowFinance and operations
Find the biggest changes from last month and write the commentary for the report.
View workflowSales and customer success
Summarize account health, renewal risks, and next actions for the QBR deck.
View workflowLesser
Open the related Word, Excel, and PowerPoint files, describe the result, and let Lesser carry the work through edits and saving.