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GPTfy - Salesforce Native AI Platform

Proposals Written From Salesforce. No Drafting.

GPTfy connects live Salesforce account data to Microsoft Copilot so sales teams can generate structured Word proposals — with pricing and timelines — in one prompt.

Sales teams lose days drafting proposals manually from Salesforce data. GPTfy closes the gap by letting Microsoft Copilot pull live CRM context and generate a complete, structured Word document — service offerings, pricing, and timelines — without a single manual step.

What this demo covers

Live Salesforce Data in Every Proposal

  • GPTfy fetches account information, relationship history, and deal context from Salesforce on demand.
  • Data is passed to Copilot in real time — no stale exports or manual data gathering required.
  • Each proposal reflects the current state of the account, not a cached snapshot.

Structured Word Documents in One Prompt

  • Copilot generates a complete Word proposal from the Salesforce data GPTfy supplies.
  • Output includes service offerings, pricing details, and expected timelines — structured and formatted.
  • The document opens in Word immediately, ready for final review without additional drafting.

Faster Deal Velocity

  • Proposals that previously took days are generated in seconds, accelerating time to market.
  • Sales teams can handle more active proposals simultaneously without increasing document overhead.

Lower Compliance Exposure

  • Programmatic document generation replaces manual copy-paste, reducing transcription errors.
  • Consistent structure and data sourcing reduces the risk of compliance or legal issues in client documents.

Use this video when

A sales rep needs a tailored proposal for a key account ready before an end-of-quarter close push

A sales manager wants to eliminate the days-long proposal cycle that is slowing down deal velocity

Legal and compliance teams need proposal documents that consistently source terms and pricing from authoritative Salesforce records

An account executive managing multiple deals wants to generate client-specific proposals on demand without waiting for document support

A sales operations leader wants to standardize proposal output across the team without requiring each rep to maintain separate templates

A new sales hire needs to quickly produce professional, accurate proposals without deep familiarity with all product pricing details

Frequently asked questions

GPTfy is attached as an agent directly inside the Microsoft Copilot chat interface. You ask GPTfy to retrieve account information from Salesforce, and it fetches all relevant data — account details, prior engagement history, and relationship context. Copilot then uses that data to generate a structured Word document based on your prompt, without any manual copy-paste step.

In this demo, the output Word document includes a new service offerings section, pricing details, and expected timelines — all structured and formatted by Copilot from the Salesforce data GPTfy supplied. The document is ready to review and send immediately after generation, without additional drafting or rework.

Manual proposal drafting introduces errors when sales reps copy terms, pricing, and scope details from multiple sources. Because GPTfy pulls the authoritative data from Salesforce and Copilot structures the document programmatically, there is less opportunity for transcription errors that create compliance or legal exposure. Consistent, structured output replaces ad-hoc manual formatting.

Proposals that previously took days to prepare — gathering Salesforce data, drafting content, and formatting the document — are completed in seconds with this workflow. Sales teams that handle multiple active deals benefit most, as they can generate tailored, account-specific proposals on demand rather than queuing up document work.

Yes. Because GPTfy retrieves data specific to the requested account from Salesforce, each generated proposal reflects that client's unique context. You can also adjust the prompt to tailor the document structure — for example, emphasizing specific service lines or adjusting the level of pricing detail — for different deal types or client segments.

No significant changes are required. GPTfy is deployed from the Salesforce AppExchange and connects to Microsoft Copilot through standard agent configuration. Your existing Salesforce data model and Microsoft 365 environment remain unchanged, making this workflow accessible without a lengthy IT implementation project.

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Video transcript
For sales leaders, creating proposals and contracts directly from Salesforce is a constant drag on deal velocity. Time to market is lost when proposals take days to prepare. Manual editing creates compliance and legal risks, and tailoring proposals for each client becomes a bottleneck. Instead of focusing on closing business, sales teams are buried in document work. This is the exact gap GPTfy set out to solve. Here I'm inside Microsoft Copilot. Instead of spending days drafting proposals, I attach the GPTfy agent directly to Copilot. I ask GPTfy to bring all information for United Oil and Gas from Salesforce. Next, I will prompt Copilot: create a proposal for United Oil and Gas that outlines new service offerings, including pricing and expected timelines. Copilot instantly generates a Word document using Salesforce data from GPTfy. The document includes new offerings, pricing details, and timelines — structured and formatted. No delays, no compliance risks, and no manual rework.

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Last updated: February 2026