Proposal drafter: an AI agent that assembles a first-draft proposal from the deal's notes
The proposal drafter builds a first draft of a proposal from what your team already knows about the deal: the customer's goals from your calls, the scope and pricing discussed, and your approved templates and customer stories. The rep gets a draft in your format to edit, and sends it when it's ready.
We design every agent around how you sell. This page shows our starting design for this one.
- When it runs
- When a deal reaches the proposal stage, or when a rep asks.
- Works in
- Your CRM, call notes, proposal templates and documents in Google Drive or SharePoint.
- Waits for a person
- The whole proposal. The rep edits it and sends it.
- How you know it works
- Time from proposal request to sent proposal, and how much reps change the draft.
What it does
- Collects what the customer said they need from call notes and emails.
- Pulls the scope, pricing and terms discussed from the deal record.
- Picks the right template and the approved content that fits, such as product descriptions and relevant customer stories.
- Writes a first draft in your format and highlights anything it had to assume.
- Saves the draft to the deal's folder and tells the rep it's ready.
What it hands your team
Proposal draft: Northwind Logistics
- Their goals
- Phase one live across two sites by January, and reporting the CFO can take to the board.
- Pricing
- The two-phase option from the call: $32,000 now and $16,000 at phase two.
- Assumed
- Standard security terms. Highlighted for the rep, because the security review hasn't started.
Example output. The companies and people are made up.
Questions about the proposal drafter agent
Does it make up pricing?
No. It uses the pricing on the deal and your price book, and it highlights anything it couldn't find instead of filling the gap.
Can it use our existing templates?
Yes. It writes into your templates in Google Docs or Word, so the draft looks like every other proposal you send.
Can it write a statement of work too?
Yes, from the same notes, using your statement-of-work template.
More agents for deals
- Meeting prepBriefs each rep before every call from CRM, email and call history.
- Call notesWrites the call summary and next steps into the CRM.
- Pipeline reviewerScores every open deal against your qualification method, twice a week.
- Next-step nudgerFinds deals with no next step and drafts one.
- Questionnaire drafterDrafts answers to security and RFP questionnaires from your past ones.
What should your team stop doing by hand?
Tell us in a line or two. We'll send a free plan of where agents fit and what to build first, within 5 business days.