- AI-Agent
- Ready to Run
Draft Business Proposal
Turn prospect intake answers and service rates into a proposal draft
Use this Agent instantly or customize it - no programming needed
- prospect intakeprospect intake
Your prospect's answers describe the project and carry the submission ID for this request.
- approved services and ratesapproved services and rates
Your rate sheet sets the services, pricing units, rates, currencies, and milestone guidance.
- proposal templateproposal template
Your branded template has places for the proposal and the seller's review questions.
- seller review rulesseller review rules
You choose the seller who owns the draft and which gaps need their review.
Get each prospect's project details from intake form when they submit your form.
Keep your approved services and prices in service rate sheet for the Agent to read.
Use proposal workspace to hold your template and the draft your seller reviews.
- proposal blockerproposal blocker
Your seller gets the specific failure and intake ID when the draft cannot proceed.
- proposal draftproposal draft
Your seller gets an unsent proposal draft with the problem, deliverables, and milestones.
- itemized costsitemized costs
Your draft shows costs supported by approved rates and quantities, with uncertain items unpriced.
- seller review questionsseller review questions
Your draft flags missing details, unsupported work, and pricing questions for the seller.
- proposal blockerproposal blocker
Your seller gets the specific failure and intake ID when the draft cannot proceed.
- proposal review linkproposal review link
Your seller can open the draft from its review link after the workspace confirms draft status.
This Agent starts when a prospect submits your intake form. It checks requested work against your service and rate sheet. You get a proposal draft with supported costs and seller questions.
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Customize this Agent to fit your needs using natural language.
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Google SheetsUsed as:
- Service rate sheet
Keep your approved services and prices in Google Sheets for the Agent to read.
Google FormsUsed as:
- Intake form
Get each prospect's project details from Google Forms when they submit your form.
TypeformUsed as:
- Intake form
Get each prospect's project details from Typeform when they submit your form.
JotformUsed as:
- Intake form
Get each prospect's project details from Jotform when they submit your form.
monday.comUsed as:
- Intake form
Get each prospect's project details from monday.com when they submit your form.
- Service rate sheet
Keep your approved services and prices in monday.com for the Agent to read.
- Proposal workspace
Use monday.com to hold your template and the draft your seller reviews.
Gravity FormsUsed as:
- Intake form
Get each prospect's project details from Gravity Forms when they submit your form.
AsanaUsed as:
- Intake form
Get each prospect's project details from Asana when they submit your form.
Microsoft ExcelUsed as:
- Service rate sheet
Keep your approved services and prices in Microsoft Excel for the Agent to read.
TallyUsed as:
- Intake form
Get each prospect's project details from Tally when they submit your form.
PandaDocUsed as:
- Proposal workspace
Use PandaDoc to hold your template and the draft your seller reviews.
Cognito FormsUsed as:
- Intake form
Get each prospect's project details from Cognito Forms when they submit your form.
Microsoft Office 365Used as:
- Service rate sheet
Keep your approved services and prices in Microsoft Office 365 for the Agent to read.
SmartsheetUsed as:
- Service rate sheet
Keep your approved services and prices in Smartsheet for the Agent to read.
Fillout FormsUsed as:
- Intake form
Get each prospect's project details from Fillout Forms when they submit your form.
WufooUsed as:
- Intake form
Get each prospect's project details from Wufoo when they submit your form.
Zoho FormsUsed as:
- Intake form
Get each prospect's project details from Zoho Forms when they submit your form.
Formidable FormsUsed as:
- Intake form
Get each prospect's project details from Formidable Forms when they submit your form.
Ninja FormsUsed as:
- Intake form
Get each prospect's project details from Ninja Forms when they submit your form.
PodioUsed as:
- Intake form
Get each prospect's project details from Podio when they submit your form.
FormstackUsed as:
- Intake form
Get each prospect's project details from Formstack when they submit your form.
PaperformUsed as:
- Intake form
Get each prospect's project details from Paperform when they submit your form.
IgnitionUsed as:
- Proposal workspace
Use Ignition to hold your template and the draft your seller reviews.
PipefyUsed as:
- Intake form
Get each prospect's project details from Pipefy when they submit your form.
VideoAskUsed as:
- Intake form
Get each prospect's project details from VideoAsk when they submit your form.
HeyflowUsed as:
- Intake form
Get each prospect's project details from Heyflow when they submit your form.
Elfsight FormsUsed as:
- Intake form
Get each prospect's project details from Elfsight Forms when they submit your form.
Jotform EnterpriseUsed as:
- Intake form
Get each prospect's project details from Jotform Enterprise when they submit your form.
KintoneUsed as:
- Service rate sheet
Keep your approved services and prices in Kintone for the Agent to read.
FormsiteUsed as:
- Intake form
Get each prospect's project details from Formsite when they submit your form.
Made for your industry
Draft Business Proposal is made for businesses in these industries.
- Advertising and Marketing
Shape campaign requests into proposals with approved services and fees.
Show all Agents for the Advertising and Marketing industry - IT Services
Price client project proposals against approved IT service offerings.
Show all Agents for the IT Services industry - Consulting
Prepare engagement proposals with priced services and open scope questions.
Show all Agents for the Consulting industry - Staffing and Recruiting
Draft search proposals from hiring needs and approved service fees.
Show all Agents for the Staffing and Recruiting industry - Construction
Draft project proposals from intake details and approved service rates.
Show all Agents for the Construction industry - Graphic Design
Draft design proposals with deliverables and approved project fees.
Show all Agents for the Graphic Design industry - Video Production
Build production proposals with deliverables, milestones, and approved fees.
Show all Agents for the Video Production industry - Property Management
Draft owner proposals using approved management services and rates.
Show all Agents for the Property Management industry - Public Relations
Scope client communications proposals against approved services and fees.
Show all Agents for the Public Relations industry - Market Research
Prepare research proposals from study requests and approved rates.
Show all Agents for the Market Research industry - Architecture and Engineering
Turn project briefs into design proposals with scoped fees and milestones.
Show all Agents for the Architecture and Engineering industry - Management Consulting
Draft advisory engagement proposals with scoped work and fees.
Show all Agents for the Management Consulting industry - Event Management
Turn event inquiries into proposals with services, fees, and milestones.
Show all Agents for the Event Management industry - Cybersecurity
Scope assessment proposals against approved services and rates.
Show all Agents for the Cybersecurity industry - Accounting and Bookkeeping
Draft bookkeeping proposals from client needs and approved service rates.
Show all Agents for the Accounting and Bookkeeping industry - Commercial Cleaning
Build cleaning service proposals from site needs and approved rates.
Show all Agents for the Commercial Cleaning industry - Photography
Turn shoot inquiries into proposals with approved services and fees.
Show all Agents for the Photography industry - Interior Design
Build design proposals around client briefs and approved service rates.
Show all Agents for the Interior Design industry
Made for your role
Draft Business Proposal is made for people in these roles.
- Account Executive
Turn prospect briefs into priced proposal drafts for review.
Show all Agents for the Account Executive role - Sales Operations Specialist
Match proposal pricing to approved services and flag exceptions.
Show all Agents for the Sales Operations Specialist role - Sales Representative
Draft prospect proposals with supported prices and questions to resolve.
Show all Agents for the Sales Representative role - Sales Manager
See unresolved scope and pricing questions before proposals go out.
Show all Agents for the Sales Manager role - Business Owner
Prepare client proposals without guessing at services or prices.
Show all Agents for the Business Owner role - Account Manager
Draft new project proposals from client requests and approved rates.
Show all Agents for the Account Manager role - Consultant
Shape prospect needs into engagement drafts with clear scope questions.
Show all Agents for the Consultant role - Proposal Manager
Review tailored proposal drafts against approved offerings and rates.
Show all Agents for the Proposal Manager role - Proposal Coordinator
Assemble proposal drafts with scope gaps marked for seller review.
Show all Agents for the Proposal Coordinator role - Estimator
Calculate proposal cost lines from approved rates and stated quantities.
Show all Agents for the Estimator role
Made for your department
Draft Business Proposal is made for people in these departments.
- Sales
Prepare prospect proposals that sellers can review before sending.
Show all Agents for the Sales department - Sales Operations
Check requested work against approved services and rates in drafts.
Show all Agents for the Sales Operations department - Client Services
Turn client project requests into scoped proposal drafts.
Show all Agents for the Client Services department - Proposal Management
Build proposal drafts with priced scope and open questions.
Show all Agents for the Proposal Management department - Estimating
Calculate proposal lines from approved rates and requested quantities.
Show all Agents for the Estimating department
How Draft Business Proposal works
5 steps, in order, on every run.
-
Read the intake formRead the prospect's submitted answers and keep the submission ID with their project details.
-
Match services and ratesCompare requested work with your current rate sheet. Price matched services only when quantities and rates are clear.
-
Flag gaps for the sellerList missing details and unsupported work for the seller review section. Mark unclear costs as unpriced.
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Draft the proposalDescribe the prospect's problem and deliverables in your branded template. Add milestones and supported costs.
-
Confirm the draftCheck that the document reaches draft status and retrieve its review link. Report creation failures to the seller with the submission ID.
How to Get Started
Connect the tools you already use, such as Google Sheets, Google Forms or Typeform.
29 tools
- Choose the prospect intake form and require company name, contact email, project problem, requested work, quantities or pricing units, and target dates where known.
- Choose the maintained rate sheet and identify its columns for active services, included deliverables, pricing units, approved rates, currency, and milestone guidance.
- Choose the branded proposal template with named blocks for the problem, deliverables, milestones, pricing, and a clearly labeled seller review section.
- Set the seller as the draft document owner and recipient, and decide which missing details or unsupported requests must be listed for seller review.
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:
Your seller sees unsupported work in the draft's review section, without an invented price. You decide how to handle it before sending.
Yes. Choose a branded template in your proposal workspace. Include a seller review section alongside the proposal content.
Your seller sees the missing answers in the review section. The draft leaves unsupported claims and prices out.
Your seller gets the specific blocker and intake submission ID. You can restore access before drafting the proposal.
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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