Sales & Outbound

Proposal Draft Agent

Assembles tailored proposals from templates and deal notes.

Proposals get assembled at the last minute by copying an old one and hunting through notes for the specifics. The Proposal Draft Agent assembles a tailored first draft from your templates, the deal notes, and the scoping conversations already on record.

It pulls requirements, agreed pricing direction, and stakeholder concerns from the team's memory, so the draft reflects what was actually discussed. The rep receives a complete draft to edit; the agent never sends a proposal itself.

What it does

  • Assembles proposal drafts from approved templates and the deal's recorded notes.
  • Fills in scope, timeline, and pricing sections from what was agreed on calls.
  • Matches the executive summary to the buyer's stated priorities from memory.
  • Inserts relevant proof points from similar won deals.
  • Flags sections where the record is thin and a human needs to fill the gap.
  • Saves each draft to your document storage for the rep to edit.

How it works

  1. 1Install the agent into your team's memory and load your proposal templates.
  2. 2Connect your CRM and document storage integration categories through OAuth.
  3. 3When a deal reaches the proposal stage or a rep asks, the agent assembles a tailored draft from approved deal history.
  4. 4The draft is delivered to the rep with thin sections flagged for human input.
  5. 5The rep reviews, edits, and approves the proposal before it is shared with anyone outside the team.

Works with

E-signature & contracts (optional):DocuSignDropbox SignPandaDocAgreements and their signing state.
CRM:SalesforceHubSpotPipedriveZoho CRMCloseWhere accounts, contacts and deals live.
Email (optional):GmailSendGridOutreachSalesloftInstantlySending and reading the messages this agent works with.
Calendar & scheduling (optional):Google CalendarCalendlyCal.comReading availability and booking meetings.
Call & meeting transcripts (optional):Fireflies.aiZoomMicrosoft TeamsOtter.aiGrainWhere recorded conversations come from.

You connect these from the memory's settings after installing — one provider per category is enough.

Runs on top of your team's shared memory — reads approved data only.

Sign up