Sales
Proposal Agent
Turns a discovery call into a branded proposal the same day
Included in AI Agent System and above · Typically live in 3 weeks
The problem it solves
Proposals wait days for someone to assemble pricing, scope and terms from old documents.
The agent takes call notes or a scoping form, drafts scope and pricing from your approved templates, and produces a branded proposal for review and sending.
What it does
- Drafts scope from call notes
- Applies your approved pricing rules
- Branded output ready to send
- Version history and approvals
- Tracks opens and acceptance
Example workflow
- 1Discovery notes or form submitted
- 2Agent drafts scope, pricing and terms
- 3Owner reviews and edits
- 4Proposal sent to the client
- 5Acceptance recorded and handed to delivery
Business outcomes
- Proposal turnaround in hours
- Consistent commercial terms
- Fewer pricing mistakes
Typical integrations
Google Docs PandaDoc DocuSign HubSpot Stripe
Using something else? Most tools with an API can be connected — tell us your stack and we will confirm.