- AI-Agent
- Ready to Run
Draft Business Proposal
Turn approved estimates into proposal drafts for deal owners
Use this Agent instantly or customize it - no programming needed
- Approved proposal handoffApproved proposal handoff
Your service team emails the prospect's needs with approved scope, costs, milestones, and deal owner.
- Company proposal templateCompany proposal template
Your company template has sections for the prospect's problem, scope, milestones, and costs.
Your email app receives approved handoffs and emails proposal drafts to deal owners.
Your proposal workspace holds the company template and saves drafts for deal owners to review.
- Missing details requestMissing details request
Your service team gets an email naming the details needed before drafting can begin.
- Conflicting terms noticeConflicting terms notice
The sender and deal owner get an email explaining where the request conflicts with approved terms.
- Proposal issue noticeProposal issue notice
The deal owner gets an email explaining why a proposal is not ready for review.
- Proposal draftProposal draft
Your proposal workspace holds tailored text with approved scope, milestones, and costs.
- Proposal issue noticeProposal issue notice
The deal owner gets an email explaining why a proposal is not ready for review.
- Proposal review emailProposal review email
The deal owner gets the draft text and document reference for review before prospect delivery.
This Agent reads the service team's approved handoff and checks its terms. It fills your company proposal template with tailored draft text. It emails the draft to the deal owner for review.
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GmailUsed as:
- Email app
Gmail receives approved handoffs and emails proposal drafts to deal owners.
Microsoft OutlookUsed as:
- Email app
Microsoft Outlook receives approved handoffs and emails proposal drafts to deal owners.
monday.comUsed as:
- Proposal workspace
monday.com holds the company template and saves drafts for deal owners to review.
ZoomUsed as:
- Email app
Zoom receives approved handoffs and emails proposal drafts to deal owners.
PandaDocUsed as:
- Proposal workspace
PandaDoc holds the company template and saves drafts for deal owners to review.
Microsoft Office 365Used as:
- Email app
Microsoft Office 365 receives approved handoffs and emails proposal drafts to deal owners.
Zoho MailUsed as:
- Email app
Zoho Mail receives approved handoffs and emails proposal drafts to deal owners.
IgnitionUsed as:
- Proposal workspace
Ignition holds the company template and saves drafts for deal owners to review.
Made for your industry
Draft Business Proposal is made for businesses in these industries.
- Advertising and Marketing
Draft campaign service proposals with the approved work and costs.
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Prepare client project proposals from approved service plans and costs.
Show all Agents for the IT Services industry - Consulting
Draft client engagement proposals from approved estimates and delivery plans.
Show all Agents for the Consulting industry - Construction
Turn approved project estimates into proposals for the deal owner to review.
Show all Agents for the Construction industry - Architecture and Engineering
Build design service proposals around approved scope, fees, and milestones.
Show all Agents for the Architecture and Engineering industry - Management Consulting
Turn approved consulting terms into a proposal for deal owner review.
Show all Agents for the Management Consulting industry - Cybersecurity
Prepare service proposals using approved scope, milestones, and fees.
Show all Agents for the Cybersecurity industry - Corporate Training
Draft training program proposals from approved scope and delivery plans.
Show all Agents for the Corporate Training industry
Made for your role
Draft Business Proposal is made for people in these roles.
- Account Executive
Send a proposal draft with approved terms for deal review.
Show all Agents for the Account Executive role - Business Development Manager
Build prospect proposals from approved service estimates.
Show all Agents for the Business Development Manager role - Account Manager
Prepare client proposals that preserve agreed scope and costs.
Show all Agents for the Account Manager role - Proposal Manager
Fill the company proposal template with approved service terms.
Show all Agents for the Proposal Manager role - Proposal Coordinator
Assemble a reviewable proposal from the service team's handoff.
Show all Agents for the Proposal Coordinator role
Made for your department
Draft Business Proposal is made for people in these departments.
- Sales
Give deal owners a proposal draft to review before prospect delivery.
Show all Agents for the Sales department - Sales Operations
Carry approved scope and costs into a consistent proposal draft.
Show all Agents for the Sales Operations department - Proposal Management
Create branded proposal drafts from approved service handoffs.
Show all Agents for the Proposal Management department
How Draft Business Proposal works
5 steps, in order, on every run.
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Read the proposal handoffExtract the prospect's needs and deal owner from the email. Request missing approval details from the service team before drafting.
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Check the agreed termsCompare the prospect's needs with the approved estimate and delivery plan. Ask the sender and deal owner to resolve any conflict.
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Write the proposal sectionsWrite the problem summary from the prospect's needs. Match scope and milestones to the plan, and copy approved costs exactly.
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Create the proposal draftFill the named sections of your company proposal template. Give the deal owner access and confirm the document reaches draft status.
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Send the draft for reviewEmail the deal owner the draft text and document reference. Ask for review before sending anything to the prospect.
How to Get Started
Connect the tools you already use, such as Gmail, Microsoft Outlook or monday.com.
8 tools
- Choose the service team's sender addresses and the mailbox label for approved proposal handoffs in the approved estimate email.
- Require each handoff email in the approved estimate email to name the prospect, the deal owner's email address, the prospect's stated needs, the approved scope and cost figures with currency, and the delivery milestones.
- Select the company proposal template in your proposal workspace, including named sections for the problem summary, scope, milestones, and costs, and give deal owners access to their drafts.
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:
You choose the service team's sender addresses and an approved proposal handoff label. A new email that matches both starts the draft.
Yes. Choose a template in your proposal workspace with sections for the problem, scope, milestones, and costs. Give deal owners access to their drafts.
The service team sender gets a request for missing details, and drafting waits. If terms conflict, the sender and deal owner get the difference to resolve.
No. The deal owner receives a draft for review. If the template fails or the document stays outside draft status, the owner gets an issue email instead.
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.
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