---
title: "Sales: bids and briefs sourced before the deadline"
description: "Duale AI returns RFP answers, account briefs, and competitor research with each answer cited to its source passage."
lang: en
lastUpdated: 2026-10-23
url: https://duale.ai/en/use-cases/sales
---

<Hero
  eyebrow="Sales"
  title={
<>
  AI agents for sales teams, <AccentText>bids and briefs sourced before the deadline.</AccentText>
</>
}
  subtitle="Your RFP answers, account briefs and market research come back in time for the meeting that needs them. Hand Duale AI the work and your deadline. It works in the background and returns one result in the format you set."
  primaryCta={{ label: "Plan your first use case with us", dialog: "contact" }}
  secondaryCta={{ label: "See pricing", href: "https://duale.ai/en/product/pricing.md" }}
/>

<Section title="RFPs and security questionnaires, every answer with its source" subtitle="Each question comes back answered from your approved content, or flagged for an expert.">
  **You hand over:** "Answer the security questionnaire this prospect sent us, for Friday's submission."

  **How the Task splits it:** one branch per block of questions drafts from the approved answers, policies and past
  responses in your [Library](https://duale.ai/en/product/libraries.md). A review branch then checks every answer against its
  passage.

  **You get back:** each question with its draft answer, its source passage and its status.

  **Illustrative example: five questions from a prospect's security questionnaire.**

  | Question                                          | Draft answer                                                              | Source passage                                                                                                                             | Status        |
  | ------------------------------------------------- | ------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------ | ------------- |
  | Is customer data encrypted at rest?               | Yes. All customer data is encrypted at rest.                              | "All customer data is encrypted at rest." Information Security Policy, section 4.2                                                         | Ready         |
  | Is multi-factor authentication mandatory?         | Yes, for every administrator account. It is available to all other users. | "Multi-factor authentication is mandatory for administrator accounts and available to all other users." Access Control Policy, section 2.1 | Ready         |
  | How soon do you notify us of a security incident? | Within 48 hours of its confirmation.                                      | "Customers are notified within 48 hours of a confirmed security incident." Incident Response Plan, page 3                                  | Ready         |
  | When was your last penetration test?              | In March 2026, by an independent firm.                                    | "Our last external penetration test was carried out in March 2026 by an independent firm." Approved security answers, page 12              | Ready         |
  | Will you accept an on-site audit by our team?     | No draft answer                                                           | No passage in your content                                                                                                                 | For an expert |

  **Your team decides:** the expert answers and the submission. Your security lead answers the on-site audit question.
  Your reviewers confirm each answer, and your bid lead sends the questionnaire back on Friday.
</Section>

<Section title="Account briefs and CRM updates, ready before each meeting" subtitle="Each account on your meeting list comes back with a sourced brief, and your CRM keeps what the research found.">
  **You hand over:** "Prepare a brief for each account on this month's meeting list, and update the accounts in our CRM."

  **How the Task splits it:** one branch per account reads its recent news and public filings through Web research, then
  what your CRM already holds about it. Your own code makes every CRM change through
  [Tools](https://duale.ai/en/product/tools.md), with only the access you grant the agent in [Identity and
  access](https://duale.ai/en/product/identity-and-access.md).

  **You get back:** one brief per account, the new facts recorded on each account in your CRM, and a note to the account
  owner on what changed.

  **Illustrative example: the brief on Alder Freight, a fictional logistics group, for Thursday's 10:00 meeting with
  their head of operations.**

  | In the brief              | For Alder Freight                                               |
  | ------------------------- | --------------------------------------------------------------- |
  | Company summary           | Activities, main sites and latest annual results                |
  | Recent news               | An acquisition announced on September 14, with its dated source |
  | Questions for the meeting | How the acquisition changes their transport needs               |
  | Points for your call      | Which services to propose first                                 |

  Your code adds their head of operations as a contact and records the acquisition on the Alder Freight account.

  **Your team decides:** which accounts to pursue and what to propose.
</Section>

<Section title="Market and competitor research, each move dated and sourced" subtitle="One brief for your leadership meeting, with the points it must settle.">
  **You hand over:** "Brief leadership on what our competitors changed in their pricing this quarter, for the quarterly
  meeting."

  **How the Task splits it:** one branch per competitor gathers dated public sources through Web research. It compares
  them with last quarter's brief, kept in your Library. Code execution calculates each price change.

  **You get back:** a brief that lists what changed, when, and from which source, with a summary for the meeting.

  **Illustrative example: this quarter's pricing changes at three fictional competitors.**

  | Competitor   | What changed                                                    | Date               | Source                            |
  | ------------ | --------------------------------------------------------------- | ------------------ | --------------------------------- |
  | Competitor A | Entry plan rises from €29 to €35 per user per month             | July 2, 2026       | Competitor A public pricing page  |
  | Competitor B | New free plan for teams of up to three users                    | August 18, 2026    | Competitor B product announcement |
  | Competitor C | 20% discount on three-year contracts, reported by two prospects | September 24, 2026 | Your sales team's call notes      |

  **Summary for the leadership meeting.** Pricing moved in opposite directions this quarter. Competitor A raised its
  entry price, while Competitor B opened a free plan for small teams. Competitor C now discounts three-year contracts,
  which puts pressure on enterprise renewals.

  **Your team decides:** whether to answer Competitor B's free plan, and whether to match Competitor C's multi-year
  discount.
</Section>

<Section title="The capabilities behind your sales work" subtitle="Each one is set up once on the Platform and serves your other use cases too.">
  <CardGrid columns={2}>
    <Card title="Libraries" icon="reader" href="https://duale.ai/en/product/libraries.md">
      Each Task finds the passage it needs and cites it beside the result. Your approved answers, policies, past briefs
      and call notes stay in a Library.
    </Card>

    <Card title="Tools" icon="code" href="https://duale.ai/en/product/tools.md">
      Web research brings in dated public sources. Code execution calculates your tables. Your own code makes every CRM
      change.
    </Card>

    <Card title="Identity and access" icon="id-card" href="https://duale.ai/en/product/identity-and-access.md">
      Give the agent for each client or team its own identity, with only the content and records you grant it.
    </Card>

    <Card title="Usage analytics" icon="bar-chart" href="https://duale.ai/en/product/usage-analytics.md">
      Follow each branch of a Task in the Dashboard Task view, with the Tools it called and its model cost.
    </Card>
  </CardGrid>

  [See all use cases](https://duale.ai/en/use-cases.md).
</Section>

<Section title="Before you hand over your first bid" subtitle="The facts your security, finance and procurement colleagues check.">
  <CardGrid columns={3}>
    <Card title="One fixed price per Task" icon="check">
      A standard Task costs €0.10 and a fast Task €0.20, excluding VAT, whatever the number of branches or the duration.
      [See pricing](https://duale.ai/en/product/pricing.md)
    </Card>

    <Card title="Your providers, your contracts" icon="layers">
      Your model providers bill you directly for inference.
    </Card>

    <Card title="Your choice of hosting" icon="globe">
      Use the managed service, hosted in the European Union, or run the Platform in your own infrastructure.
    </Card>

    <Card title="Encrypted storage" icon="lock-closed">
      All stored data is encrypted, from Library files to database backups.
    </Card>

    <Card title="Unlimited agents" icon="person">
      Add agents as your teams and use cases grow.
    </Card>

    <Card title="Your content remains yours" icon="file-text">
      Duale AI does not reuse your content to train a model. [See subprocessors](https://duale.ai/en/legal/subprocessors.md)
    </Card>
  </CardGrid>
</Section>

## Sales questions

### Will our RFP answers fit the prospect's questionnaire as it stands

Yes. Each answer picks from the prospect's own options, such as Yes, No or Not applicable, and adds a short comment.
[See how each Task follows its expected response format](https://duale.ai/en/product.md).

### Do we own the RFP answers and account briefs Duale AI drafts

Yes, and every other result Duale AI drafts for your team is yours too. [See Content and Outputs in the terms of
use](https://duale.ai/en/legal/cgu.md#content-and-outputs).

### Can a CRM update wait for the account owner's approval

Yes. Your code can hold a change that needs a decision, such as a discount at renewal, as a proposal until the
account owner approves it. [See how Tools record a change for approval](https://duale.ai/en/product/tools.md).

### Can a sales meeting brief include the account's open support tickets

Yes. Each brief lists the account's open tickets from your service desk beside its news and CRM record. [See how one
Task draws on every source in Tools](https://duale.ai/en/product/tools.md).

### Can our sales team get product sheets in several languages

Yes, each one following your approved product wording and brand guide. [See how Libraries work across
languages](https://duale.ai/en/product/libraries.md).

<Cta title="Go into every bid and every account meeting with the research done and sourced." primaryCta={{ label: "Plan your first use case with us", dialog: "contact" }} secondaryCta={{ label: "See the due diligence Task", href: "https://duale.ai/en/use-cases/finance/due-diligence.md" }} />

## Related content

- [Procurement: every supplier, invoice and bid checked](https://duale.ai/en/use-cases/procurement.md)
- [Finance: every memo and report sourced before its meeting](https://duale.ai/en/use-cases/finance.md)
- [AI due diligence from press and data room to one memo](https://duale.ai/en/use-cases/finance/due-diligence.md)
- [Customer service: calls reviewed, trends traced to accounts](https://duale.ai/en/use-cases/customer-service.md)
- [AI agents for R&D, every claim sourced before your review](https://duale.ai/en/use-cases/research-and-development.md)
- [IT and security: alerts classified with evidence](https://duale.ai/en/use-cases/it-and-security.md)

---

## Sitemap

See the full [Markdown sitemap](https://duale.ai/sitemap.md) for all pages.
