- AI-Agent
- Ready to Run
Draft Client Proposals
Draft proposals from deal requirements and approved prices for sellers
Use this Agent instantly or customize it - no programming needed
- Proposal stage changeProposal stage change
Your open deal enters the proposal stage you chose, starting a new draft.
- Deal detailsDeal details
Your deal identifies the buyer, seller, and current stage.
- Requirements notesRequirements notes
Your notes describe the buyer's problem, requested work, and timing.
- Buyer contactBuyer contact
Your linked contact gives the buyer's name and email for the draft.
- Approved pricingApproved pricing
Your approved deal prices supply the amounts and currency for the proposal.
- Seller mappingSeller mapping
Your setup links each deal owner to a member who can own the proposal.
- Proposal templateProposal template
Your chosen template provides the branded sections and pricing table for the draft.
Your sales CRM signals proposal-ready deals and holds buyer requirements and approved prices.
- Missing proposal detailsMissing proposal details
You see which requirements, buyer details, prices, or seller assignment need attention.
- Proposal draftProposal draft
Your unsent proposal contains the buyer's problem, proposed work, milestones, and approved costs.
- Review questionsReview questions
You see any unclear scope or timing stated in the draft before you approve it.
Your proposal tool creates drafts from your template and shows their owner, content, and status.
- Document problemDocument problem
You see why the created document needs a fix before you can approve it.
This Agent starts when a deal reaches your proposal stage. It reads buyer requirements and approved pricing. It fills your template and leaves an unsent draft for the seller.
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LeadConnectorUsed as:
- Sales CRM
LeadConnector signals proposal-ready deals and holds buyer requirements and approved prices.
AirtableUsed as:
- Sales CRM
Airtable signals proposal-ready deals and holds buyer requirements and approved prices.
monday.comUsed as:
- Sales CRM
monday.com signals proposal-ready deals and holds buyer requirements and approved prices.
- Proposal tool
monday.com creates drafts from your template and shows their owner, content, and status.
PipedriveUsed as:
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PandaDocUsed as:
- Proposal tool
PandaDoc creates drafts from your template and shows their owner, content, and status.
KommoUsed as:
- Sales CRM
Kommo signals proposal-ready deals and holds buyer requirements and approved prices.
PodioUsed as:
- Sales CRM
Podio signals proposal-ready deals and holds buyer requirements and approved prices.
IgnitionUsed as:
- Proposal tool
Ignition creates drafts from your template and shows their owner, content, and status.
Bitrix24 CRMUsed as:
- Sales CRM
Bitrix24 CRM signals proposal-ready deals and holds buyer requirements and approved prices.
Capsule CRMUsed as:
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Capsule CRM signals proposal-ready deals and holds buyer requirements and approved prices.
Teamleader FocusUsed as:
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Teamleader Focus signals proposal-ready deals and holds buyer requirements and approved prices.
KintoneUsed as:
- Sales CRM
Kintone signals proposal-ready deals and holds buyer requirements and approved prices.
Made for your industry
Draft Client Proposals is made for businesses in these industries.
- Advertising and Marketing
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Made for your role
Draft Client Proposals is made for people in these roles.
- Account Executive
Draft buyer proposals from deal notes and approved prices.
Show all Agents for the Account Executive role - Sales Representative
Draft customer proposals from deal needs and approved prices.
Show all Agents for the Sales Representative role - Business Development Manager
Draft proposals for new client work from deal requirements.
Show all Agents for the Business Development Manager role - Account Manager
Draft client proposals from account needs and approved prices.
Show all Agents for the Account Manager role - Consultant
Draft client engagement scopes for review before sending.
Show all Agents for the Consultant role - Proposal Manager
Prepare proposal drafts with scope and approved pricing for review.
Show all Agents for the Proposal Manager role - Proposal Coordinator
Assemble proposal drafts from deal notes and approved pricing.
Show all Agents for the Proposal Coordinator role
Made for your department
Draft Client Proposals is made for people in these departments.
- Sales
Draft buyer proposals for sellers to review before sending.
Show all Agents for the Sales department - Sales Operations
Turn proposal-stage deals into drafts using approved prices.
Show all Agents for the Sales Operations department - Client Services
Draft proposals for client work from account needs and approved fees.
Show all Agents for the Client Services department - Business Development
Draft proposals for new client opportunities from approved deals.
Show all Agents for the Business Development department - Proposal Management
Build proposal drafts from requirements and approved pricing.
Show all Agents for the Proposal Management department
How Draft Client Proposals works
4 steps, in order, on every run.
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Read the ready dealRead the deal's buyer, seller, requirements notes, and approved pricing. Stop and flag missing details before creating a proposal.
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Draft the proposed workWrite a client-specific problem summary, scope, and milestones from the deal's requirements. Flag conflicting details as questions for the seller.
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Fill the proposal templateAdd the drafted sections and approved prices to your chosen template. Assign the mapped seller and leave the proposal unsent.
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Check the seller's draftConfirm draft status, seller ownership, and the proposed work and prices. Report any document problem before calling it ready for review.
How to Get Started
Connect the tools you already use, such as LeadConnector, Airtable or monday.com.
14 tools
- Choose the deal stage that means a proposal is ready to draft and identify the deal fields or notes that hold requirements and approved pricing lines, amounts, and currency.
- Provide a branded proposal template with named problem, scope, and milestone text sections and a pricing table.
- Map each deal owner to the corresponding proposal workspace member so the draft belongs to the 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 Client Proposals:
Yes. Choose a branded template with space for the problem, scope, milestones, and pricing. You also map deal owners to proposal workspace members.
No. The seller gets an unsent draft to review and approve before anyone sends it.
Missing requirements, contact details, pricing, or seller mapping stop the draft. The seller gets the exact gaps. Conflicting notes appear as questions in the draft.
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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