Pricing

Generate sales proposals automatically with Swiftask and Crove

Swiftask orchestrates your AI agents to fill and generate complex documents within Crove. Send custom proposals in seconds.

Result:

Reduce sales cycle time and eliminate data entry errors in your contractual documents.

Manual proposal writing slows down your sales

Your sales teams waste valuable time copying and pasting data, formatting tables, and personalizing document templates. This manual process is not only slow but also prone to errors that hurt your professionalism.

Main negative impacts:

Excessive response times: The longer a proposal takes to reach a prospect, the lower the conversion chances. Reactivity is a competitive advantage.
Human error risks: Forgetting to change a name, date, or amount in a proposal can cost you credibility and margin.
Loss of sales efficiency: Every minute spent on document administration is one less minute spent prospecting or closing deals.

With Swiftask, your AI agents extract data from your CRM or forms and drive Crove to instantly generate perfect sales proposals, ready to be signed.

BEFORE / AFTER

What changes with Swiftask

The traditional process

The sales rep enters data into the CRM, opens a text editor, searches for the right template, fills in fields one by one, checks calculations, exports to PDF, and sends the email. A task taking 30 minutes per prospect.

The Swiftask + Crove approach

Once the deal is qualified, the Swiftask AI agent automatically retrieves the data, launches generation in Crove, and sends the finalized proposal to the rep or directly to the client. Total time: 10 seconds.

Automate your documents in 4 simple steps

STEP 1 : Configure your templates in Crove

Create your dynamic proposal templates in Crove with all the necessary variable fields.

STEP 2 : Connect Crove to your Swiftask agent

Integrate Crove into your Swiftask workflow via our native connector to allow the AI to drive creation.

STEP 3 : Define extraction rules

Teach your agent where to find information (CRM, emails, forms) to populate Crove fields.

STEP 4 : Trigger the generation

Activate the automation: as soon as a prospect moves to the 'Proposal' stage, the agent generates the document immediately.

Capabilities of your agent for your documents

The agent analyzes prospect needs to select the best proposal template and adapt the tone of the discourse.

Target connector: The agent performs the right actions in crove based on event context.
Automated actions: Automatic population of variable fields. Integrated complex calculations. Professional PDF generation. Automatic email sending after validation.
Native governance: Every generation step is logged in Swiftask for total visibility over your document pipeline.

Each action is contextualized and executed automatically at the right time.

Each Swiftask agent uses a dedicated identity (e.g. agent-crove@swiftask.ai ). You keep full visibility on every action and every sent message.

Key takeaway: The agent automates repetitive decisions and leaves high-value actions to your teams.

Benefits for your sales performance

1. Sales cycle acceleration

Send your proposals within a minute of the request, with no administrative delay.

2. Zero data entry errors

The AI ensures that data is correctly reported in every generated document.

3. Consistent brand image

Every proposal strictly adheres to your visual identity and communication standards.

4. Increased productivity

Free your sales reps from secretarial tasks so they can focus on selling.

5. Effortless scalability

Generate 1 or 1000 proposals with the same ease and rigor.

Security and data management

Swiftask applies enterprise-grade security standards for your crove automations.

Secure integration: Data travels through encrypted channels between Swiftask and Crove.
Guaranteed confidentiality: Your client data is not stored indefinitely and is processed according to your compliance rules.
Access control: You control who can create templates and who can trigger automations.

To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.

RESULTS

Impact on your key metrics

Metric	Before	After
Offer creation time	30-60 minutes	Under 1 minute
Document error rate	5-10%	0%
Average send delay	Several hours	Instantaneous

Take action with crove

Reduce sales cycle time and eliminate data entry errors in your contractual documents.