- AI-Agent
- Ready to Run
Draft Business Proposal
Turn a seller's email and proposal sample into a client-specific draft
Use this Agent instantly or customize it - no programming needed
- seller's proposal requestseller's proposal request
Your seller's email provides discovery notes, approved costs, currency, and the sample link.
- approved proposal sampleapproved proposal sample
Your approved sample provides the section order and style for the new proposal.
- approved sample listapproved sample list
Your approved sample list identifies which linked proposals the Agent may use.
Your email service delivers seller requests and replies with draft links or questions.
Your document editor holds the approved sample and a separate proposal draft.
- request for missing detailsrequest for missing details
Your seller receives a reply naming the missing sample, client details, or approved price.
- request for missing detailsrequest for missing details
Your seller receives a reply naming the missing sample, client details, or approved price.
- request for missing detailsrequest for missing details
Your seller receives a reply naming the missing sample, client details, or approved price.
- business proposal draftbusiness proposal draft
Your new editable proposal covers this client's problem, scope, milestones, and approved costs.
- proposal review emailproposal review email
Your seller receives the draft link and any assumptions to check before sharing it.
This Agent reads a seller's email and checks its linked proposal sample. It drafts a new client proposal and emails the seller a review link.
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monday.comUsed as:
- Document editor
monday.com holds the approved sample and a separate proposal draft.
- Email service
monday.com delivers seller requests and replies with draft links or questions.
ZoomUsed as:
- Email service
Zoom delivers seller requests and replies with draft links or questions.
Superhuman DocsUsed as:
- Document editor
Superhuman Docs holds the approved sample and a separate proposal draft.
Made for your industry
Draft Business Proposal is made for businesses in these industries.
- Advertising and Marketing
Draft campaign proposals with current scope and approved costs.
Show all Agents for the Advertising and Marketing industry - IT Services
Draft service proposals with client requirements and approved costs.
Show all Agents for the IT Services industry - Consulting
Draft engagement proposals with client goals and approved fees.
Show all Agents for the Consulting industry - Construction
Draft project proposals with the requested work and approved costs.
Show all Agents for the Construction industry - Graphic Design
Prepare design proposals with client goals and approved fees.
Show all Agents for the Graphic Design industry - Video Production
Draft production proposals with project milestones and approved costs.
Show all Agents for the Video Production industry - Market Research
Draft study proposals with research scope and approved costs.
Show all Agents for the Market Research industry - Architecture and Engineering
Prepare design proposals from client needs and approved fees.
Show all Agents for the Architecture and Engineering industry - Management Consulting
Shape strategy proposals around client needs and approved costs.
Show all Agents for the Management Consulting industry - Event Management
Draft event proposals with client plans and approved costs.
Show all Agents for the Event Management industry - Cybersecurity
Prepare security proposals from discovery notes and approved costs.
Show all Agents for the Cybersecurity industry - Corporate Training
Draft training proposals with learning needs and approved costs.
Show all Agents for the Corporate Training industry
Made for your role
Draft Business Proposal is made for people in these roles.
- Account Executive
Draft a new client proposal from discovery notes and approved costs.
Show all Agents for the Account Executive role - Sales Operations Specialist
Draft proposals with current approved costs for seller review.
Show all Agents for the Sales Operations Specialist role - Sales Representative
Prepare a proposal for a prospect using the approved sample.
Show all Agents for the Sales Representative role - Business Development Manager
Turn discovery notes into a proposal for a new client.
Show all Agents for the Business Development Manager role - Sales Coordinator
Prepare proposal drafts from sellers' discovery notes.
Show all Agents for the Sales Coordinator role - Account Manager
Draft a fresh proposal for a client's next project.
Show all Agents for the Account Manager role - Consultant
Prepare an engagement proposal from client needs and approved fees.
Show all Agents for the Consultant role - Proposal Manager
Prepare a client-specific proposal draft for review.
Show all Agents for the Proposal Manager role - Proposal Coordinator
Assemble a review draft from the sample and seller's notes.
Show all Agents for the Proposal Coordinator role - Proposal Writer
Write a new proposal without the sample client's old terms.
Show all Agents for the Proposal Writer role
Made for your department
Draft Business Proposal is made for people in these departments.
- Sales
Draft new client proposals from discovery notes and approved costs.
Show all Agents for the Sales department - Sales Operations
Keep proposal drafts tied to current scope and approved costs.
Show all Agents for the Sales Operations department - Business Development
Turn new opportunity notes into proposals for seller review.
Show all Agents for the Business Development department - Proposal Management
Build review drafts from approved samples and current client details.
Show all Agents for the Proposal Management department - Account Management
Draft proposals for a client's next engagement using current notes.
Show all Agents for the Account Management department
How Draft Business Proposal works
5 steps, in order, on every run.
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Read the seller's requestRead the email thread for the client's needs and requested work. Capture target dates and approved costs.
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Check the proposal sampleOpen the linked sample and match it to your approved list. Ask the seller for an approved link if the sample fails the check.
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Check current proposal detailsCheck the client's scope and milestones against the email. Ask the seller for missing costs or currency before drafting.
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Create an editable proposalFollow the sample's format in a new document. Replace old client facts with current scope and approved costs.
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Send the review linkReply in the seller's email thread with the draft link. Flag any assumptions or questions for review before the seller shares it.
How to Get Started
Connect the tools you already use, such as monday.com, Zoom or Superhuman Docs.
3 tools
- Choose the proposal request mailbox or label and the sellers whose requests may start a draft.
- Keep a list of approved proposal sample document links that sellers may cite, and grant the Agent read access to those documents.
- Give the Agent permission to create editable proposal drafts and tell it which seller should receive the review link.
- Tell sellers to include the new client's name, discovery notes, requested work, target dates or milestones, approved costs and currency, and one approved sample link in each request.
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 which proposal samples your team approves. Sellers link one, and you grant the Agent access to read it.
The seller gets a specific list of missing details. They can provide scope, milestones, or approved costs before a draft is made.
No. The seller gets an editable draft and review link. A person decides whether and when to share the proposal with the client.
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.