- AI-Agent
- Ready to Run
Send Approved Proposals
Email proposal links to prospects and confirm each send to sales
Use this Agent instantly or customize it - no programming needed
- Proposal approvalProposal approval
Your team's final approval identifies the proposal to check before sending.
- Proposal detailsProposal details
Your proposal shows its current version, status, owner, and intended prospect.
- Sent proposal emailsSent proposal emails
Your sent mail shows whether this proposal version already went to the same prospect.
- Email note styleEmail note style
Your chosen greeting and sign-off guide the short note to the prospect.
Your proposal workspace holds the approved proposal and activates its link for the intended prospect.
Your sales mailbox checks sent copies and sends the prospect email and salesperson notice.
- Proposal issue noticeProposal issue notice
Your salesperson gets a fresh approval request, or your sales coordinator gets the missing contact details.
- Earlier send referenceEarlier send reference
Your salesperson gets the existing sent-message reference instead of another prospect email.
- Active proposal linkActive proposal link
Your finalized proposal has an active review link for its intended prospect.
- Review link problem noticeReview link problem notice
Your salesperson hears when the prospect's review link cannot be activated.
- Email send problem noticeEmail send problem notice
Your salesperson hears what failed if the prospect email or its sent copy is missing.
- Prospect emailProspect email
Your prospect receives a short personal note with their proposal review link.
- Sent proposal email copySent proposal email copy
Your sent mail holds the prospect address, proposal link, subject, and send time.
- Salesperson confirmationSalesperson confirmation
Your salesperson gets the send time, proposal version, review link, and sent-message reference.
This Agent waits for proposal approval and checks the final version and prospect. It activates the review link and emails the prospect from your sales mailbox. It checks the sent copy and tells your salesperson when the link became available.
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Google DriveUsed as:
- Proposal workspace
Google Drive holds the approved proposal and activates its link for the intended prospect.
monday.comUsed as:
- Proposal workspace
monday.com holds the approved proposal and activates its link for the intended prospect.
- Sales mailbox
monday.com checks sent copies and sends the prospect email and salesperson notice.
ZoomUsed as:
- Sales mailbox
Zoom checks sent copies and sends the prospect email and salesperson notice.
Google ContactsUsed as:
- Proposal workspace
Google Contacts holds the approved proposal and activates its link for the intended prospect.
Made for your industry
Send Approved Proposals is made for businesses in these industries.
- Advertising and Marketing
Send approved campaign proposals to prospects with a review link.
Show all Agents for the Advertising and Marketing industry - IT Services
Send approved service proposals to prospects and keep a sent copy.
Show all Agents for the IT Services industry - Consulting
Send approved engagement proposals to prospective clients.
Show all Agents for the Consulting industry - Construction
Send approved bid proposals to prospects and confirm what went out.
Show all Agents for the Construction industry - Graphic Design
Send approved design proposals to prospective clients with a review link.
Show all Agents for the Graphic Design industry - Video Production
Send approved production proposals to prospective clients for review.
Show all Agents for the Video Production industry - Public Relations
Send approved client proposals from the sales mailbox with a review link.
Show all Agents for the Public Relations industry - Market Research
Send approved research proposals to prospective clients for review.
Show all Agents for the Market Research industry - Architecture and Engineering
Send approved project proposals to prospective clients for review.
Show all Agents for the Architecture and Engineering industry - Management Consulting
Share approved strategy proposals with prospects from the sales mailbox.
Show all Agents for the Management Consulting industry - Event Management
Send approved event proposals to prospective clients for review.
Show all Agents for the Event Management industry - Cybersecurity
Send approved security service proposals to prospects with a review link.
Show all Agents for the Cybersecurity industry - Corporate Training
Send approved training proposals to prospective clients for review.
Show all Agents for the Corporate Training industry - Interior Design
Send approved interior design proposals to prospective clients.
Show all Agents for the Interior Design industry
Made for your role
Send Approved Proposals is made for people in these roles.
- Account Executive
Send approved proposals to prospects and confirm the link is active.
Show all Agents for the Account Executive role - Sales Operations Specialist
Complete proposal send handoffs and keep a copy in sent mail.
Show all Agents for the Sales Operations Specialist role - Sales Representative
Email approved proposal links to prospects and confirm each send.
Show all Agents for the Sales Representative role - Business Development Manager
Share approved proposals with prospects and keep the sent details.
Show all Agents for the Business Development Manager role - Sales Coordinator
Send approved proposals to the right prospects and notify their salespeople.
Show all Agents for the Sales Coordinator role - Proposal Manager
Send the approved proposal version and record what was emailed.
Show all Agents for the Proposal Manager role - Proposal Coordinator
Check approved proposals before sending the final link to prospects.
Show all Agents for the Proposal Coordinator role
Made for your department
Send Approved Proposals is made for people in these departments.
- Sales
Send approved proposals to prospects and keep the sent message.
Show all Agents for the Sales department - Sales Operations
Move approved proposals through the final send and record the handoff.
Show all Agents for the Sales Operations department - Business Development
Send approved new business proposals from the sales mailbox.
Show all Agents for the Business Development department - Proposal Management
Check the final proposal and send its review link to the prospect.
Show all Agents for the Proposal Management department
How Send Approved Proposals works
5 steps, in order, on every run.
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Verify the proposal and prospectCheck the current approval, final version, and prospect address. Stop and alert sales if the proposal needs fresh approval.
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Check for an earlier emailSearch sent mail for the same proposal version and prospect. Use the existing message reference if it already went out.
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Activate the prospect's review linkFinalize the approved version silently and get the prospect's review link. Stop and alert the salesperson if no active link appears.
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Email the proposal to the prospectSend a short personal note with the review link from your sales mailbox. Invite the prospect to review the proposal.
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Confirm the send to salesCheck the sent copy for the prospect address and link. Email the salesperson the send time and message reference.
How to Get Started
Connect the tools you already use, such as Google Drive, monday.com or Zoom.
4 tools
- Choose the approval workflow and proposal templates whose approved documents should be sent.
- Identify the prospect recipient role on those proposals and use the document owner as the salesperson to notify.
- Connect the sales mailbox and provide the preferred greeting, sign-off, and short proposal note style.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Send Approved Proposals:
You choose the approval workflow and proposal templates. Add the prospect recipient and salesperson as the proposal's recipient and owner before approval.
The proposal workspace activates the link silently. Your sales mailbox sends the personal note with that link.
Your salesperson hears when a proposal needs fresh approval. If the recipient is missing or unclear, your sales coordinator gets the specific gap.
Your sales mailbox keeps a sent copy with the recipient, link, and send time. Your salesperson also gets the sent-message reference.
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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