- AI-Agent
- Ready to Run
Draft Business Proposal
Build tailored drafts from seller call recaps for review
Use this Agent instantly or customize it - no programming needed
- Seller's call recapSeller's call recap
Your seller's email gives the buyer's needs, agreed work, timing, and approved prices.
- Proposal templateProposal template
Your branded template provides the proposal sections and pricing table.
- Seller assignmentsSeller assignments
Your seller email addresses identify who should own each proposal draft.
Your email inbox holds the seller's recap so this Agent can read the call notes and approved prices.
- Proposal drafting issueProposal drafting issue
Your seller sees exactly which missing detail, conflicting price, or document problem needs attention.
- Proposal drafting issueProposal drafting issue
Your seller sees exactly which missing detail, conflicting price, or document problem needs attention.
- Proposal drafting issueProposal drafting issue
Your seller sees exactly which missing detail, conflicting price, or document problem needs attention.
Your proposal workspace creates branded drafts and lets your seller review the proposal before sending it.
- Proposal draftProposal draft
Your seller gets an unsent proposal with the buyer's problem, agreed work, milestones, and approved costs.
- Proposal drafting issueProposal drafting issue
Your seller sees exactly which missing detail, conflicting price, or document problem needs attention.
- Draft confirmationDraft confirmation
Your seller can find the proposal by its document ID and see that it reached draft status.
This Agent reads a seller's recap when it reaches your chosen inbox. It turns agreed work and approved prices into a branded draft. The seller gets a proposal to review before sending.
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GmailUsed as:
- Email inbox
Gmail holds the seller's recap so this Agent can read the call notes and approved prices.
Microsoft OutlookUsed as:
- Email inbox
Microsoft Outlook holds the seller's recap so this Agent can read the call notes and approved prices.
AirtableUsed as:
- Proposal workspace
Airtable creates branded drafts and lets your seller review the proposal before sending it.
monday.comUsed as:
- Proposal workspace
monday.com creates branded drafts and lets your seller review the proposal before sending it.
ZoomUsed as:
- Email inbox
Zoom holds the seller's recap so this Agent can read the call notes and approved prices.
PandaDocUsed as:
- Proposal workspace
PandaDoc creates branded drafts and lets your seller review the proposal before sending it.
Zoho MailUsed as:
- Email inbox
Zoho Mail holds the seller's recap so this Agent can read the call notes and approved prices.
PodioUsed as:
- Proposal workspace
Podio creates branded drafts and lets your seller review the proposal before sending it.
Microsoft ExchangeUsed as:
- Email inbox
Microsoft Exchange holds the seller's recap so this Agent can read the call notes and approved prices.
KintoneUsed as:
- Proposal workspace
Kintone creates branded drafts and lets your seller review the proposal before sending it.
Made for your industry
Draft Business Proposal is made for businesses in these industries.
- Advertising and Marketing
Shape campaign discovery notes into proposals with approved costs.
Show all Agents for the Advertising and Marketing industry - IT Services
Draft service project proposals from discovery notes and approved rates.
Show all Agents for the IT Services industry - Consulting
Turn discovery notes into scoped client engagement proposals.
Show all Agents for the Consulting industry - Construction
Draft project proposals with agreed work and approved costs.
Show all Agents for the Construction industry - Graphic Design
Draft design project proposals with milestones and approved fees.
Show all Agents for the Graphic Design industry - Video Production
Draft production proposals with agreed deliverables and approved costs.
Show all Agents for the Video Production industry - Architecture and Engineering
Draft design proposals with agreed scope and project milestones.
Show all Agents for the Architecture and Engineering industry - Management Consulting
Draft strategy engagement proposals with phased work and approved fees.
Show all Agents for the Management Consulting industry - Event Management
Draft event proposals with agreed services and approved costs.
Show all Agents for the Event Management industry - Cybersecurity
Draft assessment proposals with agreed scope and approved fees.
Show all Agents for the Cybersecurity industry - Interior Design
Turn client consultations into design proposals with approved costs.
Show all Agents for the Interior Design industry
Made for your role
Draft Business Proposal is made for people in these roles.
- Account Executive
Draft buyer proposals from call recaps and approved pricing.
Show all Agents for the Account Executive role - Sales Representative
Create proposal drafts from prospect needs and approved costs.
Show all Agents for the Sales Representative role - Business Development Manager
Turn discovery recaps into proposals for new client work.
Show all Agents for the Business Development Manager role - Account Manager
Prepare client proposals from discovery notes and approved costs.
Show all Agents for the Account Manager role - Consultant
Draft client engagement proposals from call notes and agreed fees.
Show all Agents for the Consultant role - Proposal Manager
Prepare branded proposal drafts for the seller's review.
Show all Agents for the Proposal Manager role - Proposal Coordinator
Build proposal drafts with agreed scope and approved prices.
Show all Agents for the Proposal Coordinator role
Made for your department
Draft Business Proposal is made for people in these departments.
- Sales
Turn discovery recaps into seller-owned proposal drafts.
Show all Agents for the Sales department - Sales Operations
Carry approved prices into seller-owned proposal drafts.
Show all Agents for the Sales Operations department - Client Services
Draft client proposals from account managers' discovery notes.
Show all Agents for the Client Services department - Proposal Management
Prepare branded proposals with agreed scope and approved pricing.
Show all Agents for the Proposal Management department
How Draft Business Proposal works
4 steps, in order, on every run.
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Read the call recapRetrieve the seller's recap email and capture the prospect's details. Stop and report any missing essentials before drafting.
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Plan the proposalCapture the buyer's problem and separate agreed work from tentative ideas. Set milestones and flag conflicting prices.
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Build the proposal draftFill the branded template with the buyer's problem and agreed scope. Add milestones and approved costs under the seller's ownership.
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Check the draftConfirm draft status and seller ownership. Check the proposal against the recap and flag any mismatch.
How to Get Started
Connect the tools you already use, such as Gmail, Microsoft Outlook or Airtable.
10 tools
- Choose the inbox for seller recap emails and the authorized seller email addresses.
- Require each recap email to name the prospect and contact, describe the discovery call, list agreed work and timing, and state approved line-item costs and currency.
- Provide a branded proposal template with named text blocks for the problem, scope, and milestones, plus a pricing table.
- Match each authorized seller email address to a member of the proposal workspace so drafts are owned by the right seller.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Draft Business Proposal:
No. Your seller gets an unsent draft to review, then sends it when ready.
You choose the inbox, authorized sellers, and branded template. Sellers include the prospect and contact, agreed work and timing, plus approved costs and currency.
The Agent stops before creating the proposal and names the gap or conflict in the run result. Your seller can resolve it before a proposal is drafted.
You match each authorized seller to a proposal workspace member. The draft belongs to that seller and stays unsent for review.
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.