AI for B2B sales
Ultramarine Work drafts RFP responses, mutual action plans, line-item quotes and QBR decks from the files your deals already produce: discovery notes, call transcripts and the CRM export, alongside your price book and past proposals.
Bellhaven-QBR.pptxExampleAsk it for
“Read Grand Point Financial’s 10-K, the earnings call transcripts and the new CIO’s conference remarks, then draft discovery questions for Thursday’s first call.”
Grand-Point-discovery-outline.docx“Build the compliance matrix for the Army IT RFP from Sections L and M, and flag every requirement we can’t support.”
Army-IT-RFP-compliance-matrix.xlsx“Answer all 126 questions in this SIG Lite from our security packet and SOC report, and mark every answer we can’t back with a document.”
Corelwood-SIG-Lite.xlsx“Quote Bagshaw’s 47 RFQ lines from the price book, apply their contract tiers, cross-reference the discontinued parts and flag lines under our 30% margin floor.”
Bagshaw-RFQ-quote.xlsx“Price the Torvale renewal over 36 months: $150k list a year, 40% off in year one, two free months, net 60. Test the effective price against our approval policy.”
Torvale-effective-price.xlsx“Put together the Bellhaven QBR deck from the usage export, the support tickets and the commitments we logged in March.”
Bellhaven-QBR.pptx
How it works
- 1
Open the deal folder
The folder holds discovery notes and call transcripts, the RFP or questionnaire as it arrived, the price book, the approved answer library, past proposals and contract redlines. Add the usage export when a renewal is near.
- 2
Request the next deliverable
Ask for the compliance matrix, the mutual action plan, the 47-line quote or the effective-price case for deal desk. It builds each in your template, names the source file beside every claim and calls out what the folder doesn’t support.
- 3
Review, then decide
Ultramarine Work sends and submits nothing. You route the questionnaire answers to security, take the priced deal to deal desk and decide what the customer sees. Every number traces to a file in the folder.
Inside the Sales mode
Marketing privacy and consent review
Before a send goes out, it screens the campaign for suppression, consent capture and the CAN-SPAM, TCPA, CASL and GDPR requirements that change by region.
Proposals and RFP responses
It maps every Section L and M requirement into a compliance matrix, then drafts the response and past performance volumes against the evaluation criteria.
Security questionnaire response
SIG Lite, CAIQ or the buyer’s own spreadsheet gets answered cell by cell from the approved library, with anything it can’t back left marked rather than guessed.
Statement of work
It drafts the SOW the delivery team will be held to: deliverables with acceptance criteria, assumptions and exclusions, SLAs, change control and the QASP.
Quotes and cross references
An RFQ is quoted line by line from the price book with contract tiers, lead times, freight terms, a margin check per line and substitution cross-references.
Deal desk review
A ramp, free months and net 60 terms reduce to one effective price over the term, tested against your approval policy, with the ASC 606 effects spelled out.
Price increase rollout
It checks each contract’s notice and adjustment terms, builds the cost bridge that defends the increase and warns where pricing crosses Robinson-Patman limits.
Product and customer profitability
The waterfall it builds from list to pocket price shows where rebates, freight and terms erode margin and which accounts still pay their way.
Operating metrics and reviews
Ask it to roll up pipeline coverage, ARR, retention and cohort movement, or build the QBR deck, and each figure comes tied to the export behind it.
Business case and capital allocation
It drafts the business case your champion takes upstairs, with the cost model, NPV, payback, build versus buy and sensitivities, a source beside every input.
- Office skills
- Excel, Word, PowerPoint, PDF
- Tools
- Read, edit and write files, Search files, Run code, Search and read the web, View images
- Connectors
- SharePoint, Google Drive, Gmail, and additional custom connectors
- House style
- Your fonts, layouts and rules, on every file
Who it’s for
Everyone who sells to business customers: SDRs, account executives, account managers, field and inside reps, sales engineers, channel and partner managers, and the managers and directors who run sales teams.
Questions
Will it make up answers to our security questionnaires?
No, it answers from the approved library and the security documents in the folder, and any answer it can’t support arrives marked. You clear those gaps before anything goes to the buyer, because an overstated yes in a questionnaire tends to come back as your contractual answer.
Where does our deal and customer data go?
The model runs on Paper Instruments’ servers, so the content it works on is sent there to be processed. Ultramarine Work changes files only in the project’s folder. When a request needs it, it can read files elsewhere on your computer, never passwords, keys or app data, and you can turn that off in settings. Paper Instruments is SOC 2 Type II, and our security and compliance details are on our compliance page.
Is AI-generated outreach compliant with CAN-SPAM and the TCPA?
That decision is yours and your counsel’s. It screens the draft campaign for suppression and opt-out handling, consent records, the CAN-SPAM postal address and subject-line rules, TCPA consent for autodialed calls and AI-generated voices, and a lawful basis for EU contacts. You get the findings as a list, and counsel decides what is safe to send.
Will our proposals and quotes match our template?
Yes, when your template and a past proposal are in the folder and you ask it to follow them. It matches the fonts, layouts and conventions of those files, so a response or quote comes out in your house format instead of a generic one.
Can I trust the numbers in a quote or a deal review?
You shouldn’t take them on faith, and the app doesn’t ask you to. Every figure cites the file it came from, the calculations are run and shown rather than hidden, and anything it could not reconcile is listed instead of smoothed over. You still check the margin-critical lines before the quote goes out, and deal desk still approves the price.