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Draft Business Proposal
Turn changed opportunity requirements into a branded draft for review
Use this Agent instantly or customize it - no programming needed
- Updated proposal requirementsUpdated proposal requirements
Your account manager adds the client's latest needs to an open opportunity.
- Opportunity detailsOpportunity details
Your opportunity identifies the prospect, proposal type, and desired timing.
- Linked draft quoteLinked draft quote
Your linked draft quote holds proposal text before the document is generated.
- Cost approvalsCost approvals
Your opportunity lists proposed costs and whether each amount has approval.
- Proposal templatesProposal templates
Your company maps each proposal type to a branded template.
Your sales workspace holds the opportunity, templates, and draft proposal for review.
- Opportunity review noteOpportunity review note
Your opportunity names the missing quote, proposal type, or template so you can fix it.
- Opportunity review noteOpportunity review note
Your opportunity names the missing quote, proposal type, or template so you can fix it.
- Draft quote contentDraft quote content
Your linked quote contains the tailored proposal sections and approved cost summary.
- Review questionsReview questions
Your quote and proposal show what you still need to confirm before sharing.
- Proposal draftProposal draft
Your linked quote holds the branded proposal document for your account manager to review.
This Agent starts when you update requirements on an open opportunity with a draft quote. It checks your template mapping and cost approvals. It saves a proposal draft with open questions marked for review.
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monday.comUsed as:
- Sales workspace
monday.com holds the opportunity, templates, and draft proposal for review.
Microsoft Dynamics 365 CRMUsed as:
- Sales workspace
Microsoft Dynamics 365 CRM holds the opportunity, templates, and draft proposal for review.
Made for your industry
Draft Business Proposal is made for businesses in these industries.
- Advertising and Marketing
Turn changing campaign needs into a branded proposal draft.
Show all Agents for the Advertising and Marketing industry - IT Services
Draft client project proposals as technical requirements change.
Show all Agents for the IT Services industry - Consulting
Draft engagement proposals from changed client requirements.
Show all Agents for the Consulting industry - Construction
Draft project proposals with approved costs and open scope questions.
Show all Agents for the Construction industry - Architecture and Engineering
Draft project scope and milestones from revised client needs.
Show all Agents for the Architecture and Engineering industry - Management Consulting
Turn revised client objectives into a draft engagement scope.
Show all Agents for the Management Consulting industry - Cybersecurity
Draft assessment proposals with clear scope and unanswered details.
Show all Agents for the Cybersecurity industry - Corporate Training
Draft training proposals from updated program requirements.
Show all Agents for the Corporate Training industry
Made for your role
Draft Business Proposal is made for people in these roles.
- Account Executive
Prepare a deal proposal with approved costs and visible gaps.
Show all Agents for the Account Executive role - Sales Manager
Prepare proposal drafts with approved costs and open questions.
Show all Agents for the Sales Manager role - Business Development Manager
Turn updated prospect needs into a proposal ready for review.
Show all Agents for the Business Development Manager role - Account Manager
Draft client proposals when opportunity requirements change.
Show all Agents for the Account Manager role - Proposal Manager
Prepare a branded draft with approved figures and review questions.
Show all Agents for the Proposal Manager role - Proposal Coordinator
Fill the right proposal template and flag missing details.
Show all Agents for the Proposal Coordinator role - Proposal Writer
Draft client scope and milestones from current deal needs.
Show all Agents for the Proposal Writer role
Made for your department
Draft Business Proposal is made for people in these departments.
- Sales
Turn updated opportunity requirements into a proposal draft.
Show all Agents for the Sales department - Sales Operations
Apply company proposal templates and approved cost figures to drafts.
Show all Agents for the Sales Operations department - Business Development
Prepare client proposals from revised opportunity requirements.
Show all Agents for the Business Development department - Proposal Management
Assemble branded drafts with approved costs and marked gaps.
Show all Agents for the Proposal Management department - Account Management
Draft proposals from changing client needs for account review.
Show all Agents for the Account Management department
How Draft Business Proposal works
5 steps, in order, on every run.
-
Read the opportunityRead the changed requirements and linked draft quote. Flag a missing quote for the account manager.
-
Choose the company templateChoose the company template you mapped to the proposal type. Flag a missing type or unavailable template for the account manager.
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Write the proposal sectionsSummarize the client's problem and define the scope. Set milestones from their timing, marking gaps as questions.
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Add approved costsInclude only costs you marked approved. Mark missing or unapproved amounts for the account manager to confirm.
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Save the draft proposalSave the proposal text on the linked quote with costs and questions marked. Generate a branded draft document for the account manager.
How to Get Started
Connect the tools you already use, such as monday.com or Microsoft Dynamics 365 CRM.
2 tools
- Set up opportunity fields for proposal type, prospect requirements, desired timing, and approved costs with an explicit approval status.
- Link each proposal-ready opportunity to a draft quote and configure quote fields for the problem summary, scope, milestones, cost summary, and details needing confirmation.
- Create branded business proposal templates that merge those quote fields, and map each proposal type to one template.
- Configure an opportunity update trigger for changes to the requirements fields and keep generated documents for internal 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:
Yes. You map each proposal type to a company template. Your account manager can review the generated draft before sharing it.
Your account manager sees a note naming what is missing on the opportunity. They can add the draft quote or fix the template before generating a document.
No. You mark costs approved on your opportunity. The draft omits other amounts and flags them for your account manager.
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.