AI Suite

Key Features

AI Draft Generation

Generate complete proposal, estimate, or invoice drafts from CRM context. The AI uses client history and lead data to create relevant, personalized documents.

Line Item Suggestions

AI suggests relevant line items with descriptions and pricing based on the client, lead, and document type.

Document Analysis

Analyze existing proposals and estimates for strengths, weaknesses, pricing assessment, and improvement suggestions.

Template Management

Create and manage document templates by language and type. Templates provide consistent structure for AI-generated content.

Multi-Language Drafting

Generate documents in multiple languages. The AI adapts content, formatting, and terminology to the target language.

Usage Analytics

Track how often AI features are used — drafts generated, items suggested, analyses performed — for ROI measurement.

See AI Suite — Smart Documents in Action

Screenshots from the actual module running inside Perfex CRM.

About AI Suite — Smart Documents

Let AI draft your proposals, estimates, and invoices using context from your CRM. Smart Documents analyzes client history, lead data, and past documents to generate professional drafts with intelligent line item suggestions. Features document analysis for existing proposals and a template management system for consistent output across languages.

Frequently Asked Questions

Common questions about AI Suite — Smart Documents.

Does Smart Documents require AI Suite Core?

Yes. Smart Documents is an add-on that uses AI Suite Core for AI provider access and CRM context building.

What types of documents can be generated?

Smart Documents can generate proposals, estimates, and invoice drafts. Each uses CRM context (client history, lead data, past documents) to create relevant, personalized content.

How does document analysis work?

Open any proposal or estimate and click the AI Analysis tab. The AI reviews the document and provides a summary, highlights strengths and weaknesses, assesses pricing, and suggests improvements.

Can I save templates?

Yes. The template management system lets you create templates by document type and language with custom subject lines, intro text, and closing text. Templates ensure consistent AI-generated output across your team.

Will AI overwrite my existing documents?

No. AI-generated drafts are created as new documents or shown in a preview. You always review and edit before saving. The AI never modifies existing proposals or estimates without your approval.