Sales
On demand
Proposal Draft Builder Agent
Give agreed scope a proposal.
Turn agreed customer needs into a proposal draft with scope, price, timing and exclusions.
Draft a proposal for the agreed 20-case evaluation using our approved price and scope.
- Read the request and supporting information
What it does
Bring scope, price and delivery terms into one draft.
Turn agreed customer needs into a proposal draft with scope, price, timing and exclusions. Built for account executives and delivery owners.
Assemble approved inputs
Provide the customer brief, agreed deliverables and your approved pricing and terms. Similar completed projects and buyer-confirmed requirements can improve scope and estimates.
Write the complete proposal
Assemble the proposal and flag any missing details before making commitments.
Review the commitments
Get an editable proposal and a short list of commercial points to confirm.
How it works
Turn agreed customer needs into a proposal draft with scope, price, timing and exclusions. Built for account executives and delivery owners.
- Approved documents and context
- Make dependencies and exclusions as visible as deliverables and fees. Avoid converting an earliest possible date into an unconditional start commitment. Links to the original information and the date it was checked Optional: accepted discovery notes and buyer-confirmed requirements, to trace each proposed deliverable to an actual need. Optional: approved comparable project estimates versus actuals, to identify likely dependencies and effort ranges.
- Cut time assembling the proposal
- Start from an editable draft covering scope, price, timeline and responsibilities for your team to review.
- Resolve ambiguity before sending
- Check missing terms, assumptions and dependencies so the customer receives a clearer account of the proposed work.
- Salesforce · Read approved opportunity scope (read)
- Use confirmed buyer objectives.
- Google Drive · Read price and delivery authority (read)
- Keep commercial promises within approved inputs.
- Google Docs · Prepare proposal document (draft)
- Produce a complete owner-reviewable artifact.
- Human review and permissions
- Account executives and delivery owners review the proposal draft and any unanswered questions. Check that the information is still current before sending a message or changing a record.
01Gather the context
Bring together the relevant information from Salesforce, Google Drive, Google Docs.
02Check what matters
Assemble the proposal and flag any missing details before making commitments.
03Prepare the result
An editable scope, price, timeline and responsibility summary for the customer. What is ready to use and what still needs checking before taking action.
04Review proposed changes
Account executives and delivery owners review the proposal draft and any unanswered questions. Check that the information is still current before sending a message or changing a record.
Integrations
CRM
Salesforce
HubSpot
Documents
Google Drive
Google Docs
Microsoft OneDrive
Choose the platforms your team already uses—you don’t need every example shown. Confirm the required features and configure access during implementation.
What you get
Move from sales notes to a reviewable proposal sooner, with commercial gaps visible before it reaches the customer.
- Cut time assembling the proposal
- Start from an editable draft covering scope, price, timeline and responsibilities for your team to review.
- Resolve ambiguity before sending
- Check missing terms, assumptions and dependencies so the customer receives a clearer account of the proposed work.
More for sales teams
Meeting Prep & Follow-up
Prepare for a sales meeting, then turn the notes into a follow-up email and suggested CRM updates.
Account Research
Turn company information and sales notes into a short brief before contacting an account.
Inbound Lead Qualification
Review new enquiries against your ideal customer criteria and suggest the next step.
Start with a blueprint. Build it around your business.
We’ll adapt it to your workflows, connect your systems and build an agent your team can put to work.
30 minutes. One bottleneck. Leave with a clear system concept.