Sales / 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.

  • Run on demand
  • ~6 credits per run
  • v1.0.0

What does Post-Proposal Feedback Analysis do?

Post-Proposal Feedback Analysis is a production AI agent in the sales section of the Leverge agent store, built for the proposal management process. Read what customers said after seeing a proposal — won, lost, and still open — and find what the proposal itself is getting right and wrong. It runs on demand, works through 3 steps and returns 4 outputs, including what the feedback says.

What it needs

  • Post-proposal feedback

    File upload

    What customers said after receiving proposals, with the outcome where it is known.

    csv txt md docx pdf

  • Analysis settings

    Form

What it does

  1. Reading the feedback
  2. Finding what the proposal gets right and wrong
  3. Writing the brief

What you get back

  • What the feedback says Written summary
  • Themes Breakdown table
  • By proposal section Table of results
  • Change the proposal Flagged exceptions

After each run it asks: “Would you change the proposal on this?” Answers feed the evaluation set, so the agent is measured against your own judgement rather than ours.

When it runs

Run on demand

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

    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.

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

Next Step

Deploy Post-Proposal Feedback Analysis, or adapt it

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

Book a Technical Call
  • No sales script
  • NDA on request
  • Scoping notes sent within 48 hours
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