- AI-Agent
- Ready to Run
Draft and Send Proposals
Draft proposals from prospect emails and send those within your rules
Use this Agent instantly or customize it - no programming needed
- Prospect requirementsProspect requirements
Your prospect's email identifies who needs the proposal and what work they want.
- Proposal templateProposal template
Your branded template provides the sections and pricing table for each proposal.
- Commercial rulesCommercial rules
Your team's approved rates and service rules keep the proposal within agreed terms.
- Sending preferencesSending preferences
You choose the sender and delivery message, plus when approved proposals can go out automatically.
Your email provider alerts the Agent when a prospect's request arrives and provides the full email.
Your proposal document tool holds the branded template and creates and sends the finished proposal.
- ProposalProposal
Your branded proposal explains the work and shows its approved price and timing.
- Proposal statusProposal status
Your status shows the recipient after sending or tells sales which issue held the draft.
- ProposalProposal
Your branded proposal explains the work and shows its approved price and timing.
- Proposal statusProposal status
Your status shows the recipient after sending or tells sales which issue held the draft.
- Proposal statusProposal status
Your status shows the recipient after sending or tells sales which issue held the draft.
This Agent reads a labeled prospect email after a sales call. It checks your rules and drafts a branded proposal. It sends the proposal when the details support it.
Modify Agent
Customize this Agent to fit your needs using natural language.
Start Agent for Free
Enter your email address and we will send you a secure link to continue.
GmailUsed as:
- Proposal document tool
Gmail holds the branded template and creates and sends the finished proposal.
- Email provider
Gmail alerts the Agent when a prospect's request arrives and provides the full email.
Microsoft OutlookUsed as:
- Proposal document tool
Microsoft Outlook holds the branded template and creates and sends the finished proposal.
- Email provider
Microsoft Outlook alerts the Agent when a prospect's request arrives and provides the full email.
ZoomUsed as:
- Proposal document tool
Zoom holds the branded template and creates and sends the finished proposal.
- Email provider
Zoom alerts the Agent when a prospect's request arrives and provides the full email.
Microsoft Office 365Used as:
- Proposal document tool
Microsoft Office 365 holds the branded template and creates and sends the finished proposal.
Zoho MailUsed as:
- Proposal document tool
Zoho Mail holds the branded template and creates and sends the finished proposal.
- Email provider
Zoho Mail alerts the Agent when a prospect's request arrives and provides the full email.
Made for your industry
Draft and Send Proposals is made for businesses in these industries.
- Advertising and Marketing
Turn campaign briefs into proposals with scoped deliverables.
Show all Agents for the Advertising and Marketing industry - IT Services
Draft service proposals from client requirements and approved rates.
Show all Agents for the IT Services industry - Consulting
Draft engagement proposals from client goals and approved rates.
Show all Agents for the Consulting industry - Construction
Turn project requirements into proposals with milestones and costs.
Show all Agents for the Construction industry - Graphic Design
Draft creative project proposals with deliverables and costs.
Show all Agents for the Graphic Design industry - Video Production
Turn production briefs into proposals with milestones and costs.
Show all Agents for the Video Production industry - Public Relations
Draft campaign proposals from prospect briefs and approved fees.
Show all Agents for the Public Relations industry - Market Research
Draft study proposals with scope and approved costs.
Show all Agents for the Market Research industry - Architecture and Engineering
Draft design proposals from client needs and project milestones.
Show all Agents for the Architecture and Engineering industry - Management Consulting
Frame business challenges in proposals with scope and milestones.
Show all Agents for the Management Consulting industry - Event Management
Build event proposals around the client's plans and approved costs.
Show all Agents for the Event Management industry - Cybersecurity
Prepare assessment proposals with scoped work and approved fees.
Show all Agents for the Cybersecurity industry - Accounting and Bookkeeping
Draft client service proposals with scoped work and approved fees.
Show all Agents for the Accounting and Bookkeeping industry - Commercial Cleaning
Prepare cleaning proposals with service scope and approved pricing.
Show all Agents for the Commercial Cleaning industry - Interior Design
Draft design proposals with scoped work and project costs.
Show all Agents for the Interior Design industry
Made for your role
Draft and Send Proposals is made for people in these roles.
- Account Executive
Draft prospect proposals from post-call needs and approved rates.
Show all Agents for the Account Executive role - Sales Coordinator
Turn prospect emails into proposals ready to send.
Show all Agents for the Sales Coordinator role - Account Manager
Prepare client proposals from emailed needs and approved costs.
Show all Agents for the Account Manager role - Consultant
Turn prospect needs into scoped engagement proposals.
Show all Agents for the Consultant role - Proposal Manager
Prepare priced proposals and flag unsupported commitments.
Show all Agents for the Proposal Manager role - Proposal Coordinator
Fill branded proposal drafts and flag missing scope for review.
Show all Agents for the Proposal Coordinator role - Estimator
Build proposal costs from approved rates and requested work.
Show all Agents for the Estimator role
Made for your department
Draft and Send Proposals is made for people in these departments.
- Sales
Send priced proposals that reflect each prospect's emailed needs.
Show all Agents for the Sales department - Sales Operations
Apply approved pricing rules to proposals before they go out.
Show all Agents for the Sales Operations department - Client Services
Turn client requirements into scoped proposals with approved costs.
Show all Agents for the Client Services department - Proposal Management
Prepare branded proposals and flag missing details for review.
Show all Agents for the Proposal Management department
How Draft and Send Proposals works
5 steps, in order, on every run.
-
Read the prospect's emailPull the full labeled message. Identify the prospect's needs and any missing details.
-
Check scope and pricing rulesCompare the request with the services, rates, and timing rules you provide. Flag unsupported commitments.
-
Draft the proposalWrite the problem summary and scope. Add milestones and costs that your rules support.
-
Fill the branded templateCreate the proposal in your chosen template. Fill its sections and pricing table for the prospect.
-
Review and send the draftCheck the recipient, pricing, and document status. Send when ready, or hold the draft for sales review.
How to Get Started
Connect the tools you already use, such as Gmail, Microsoft Outlook or Zoom.
5 tools
- Choose the inbox and label used only for prospect requirements submitted after sales calls, and connect it for new-message notifications and message reading.
- Choose the branded proposal template and map its named text sections and pricing table to the problem summary, scope, milestones, and costs.
- Provide the approved service catalog, rates, pricing limits, milestone timing rules, and standard exclusions; specify which missing details require sales review.
- Set the proposal sender, delivery message, and rule for automatic sending of proposals within the approved pricing limits.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Draft and Send Proposals:
Yes. You choose the pricing limits for automatic sending. Your sales account manager reviews drafts with missing details or unsupported commitments.
Yes. You choose a branded template with named sections and a pricing table. The Agent fills it from the prospect's email and your rules.
You choose an inbox and label for post-call requirements. A newly labeled message starts the proposal.
Your sales account manager gets the held draft and its specific issue. A document or delivery failure leaves the draft unsent.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.