- AI-Agent
- Ready to Run
Draft Business Proposal
Use project notes and your template to draft a proposal for review
Use this Agent instantly or customize it - no programming needed
- Project at proposal stageProject at proposal stage
Your chosen proposal stage identifies the project that needs a draft.
- Client detailsClient details
Your project identifies the prospect the proposal is for.
- Project notesProject notes
Your notes contain the buyer's needs and the terms your seller approved.
- Approved proposal templateApproved proposal template
Your approved template sets the sections and format for the draft.
Your sales project management tool holds prospect notes and lets the Agent save a draft from your approved template.
- Internal project noteInternal project note
Your seller sees what needs a decision before the Agent drafts the proposal.
- Internal project noteInternal project note
Your seller sees what needs a decision before the Agent drafts the proposal.
- Internal project noteInternal project note
Your seller sees what needs a decision before the Agent drafts the proposal.
- Proposal draftProposal draft
Your unsent draft follows the approved template and uses the terms from your notes.
- Draft review linkDraft review link
Your seller can open the saved proposal draft through this link.
This Agent waits for a qualified project to enter your chosen proposal stage. It reads project notes and your template. It saves an unsent draft for your review.
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monday.comUsed as:
- Sales project management tool
monday.com holds prospect notes and lets the Agent save a draft from your approved template.
AsanaUsed as:
- Sales project management tool
Asana holds prospect notes and lets the Agent save a draft from your approved template.
Made for your industry
Draft Business Proposal is made for businesses in these industries.
- Advertising and Marketing
Draft campaign proposals from client notes and approved fees.
Show all Agents for the Advertising and Marketing industry - IT Services
Draft service proposals with agreed work, timing, and pricing.
Show all Agents for the IT Services industry - Consulting
Draft client proposals from discovery notes and approved terms.
Show all Agents for the Consulting industry - Construction
Draft project proposals with agreed work, schedule, and price.
Show all Agents for the Construction industry - Graphic Design
Draft design proposals from client briefs and approved fees.
Show all Agents for the Graphic Design industry - Video Production
Draft production proposals with agreed scope, milestones, and price.
Show all Agents for the Video Production industry - Public Relations
Draft campaign proposals with agreed work, schedule, and fees.
Show all Agents for the Public Relations industry - Market Research
Draft study proposals with agreed scope, schedule, and price.
Show all Agents for the Market Research industry - Architecture and Engineering
Draft design proposals with agreed scope, milestones, and fees.
Show all Agents for the Architecture and Engineering industry - Management Consulting
Draft engagement proposals from client challenges and approved terms.
Show all Agents for the Management Consulting industry - Event Management
Draft event proposals with agreed services, dates, and price.
Show all Agents for the Event Management industry - Cybersecurity
Draft assessment proposals with agreed scope, schedule, and price.
Show all Agents for the Cybersecurity industry - Corporate Training
Draft training proposals around client needs and approved pricing.
Show all Agents for the Corporate Training industry - Interior Design
Draft design proposals with agreed scope, timeline, and price.
Show all Agents for the Interior Design industry
Made for your role
Draft Business Proposal is made for people in these roles.
- Account Executive
Draft prospect proposals for review from deal notes and approved terms.
Show all Agents for the Account Executive role - Sales Representative
Draft client proposals for review with approved scope and price.
Show all Agents for the Sales Representative role - Business Development Manager
Draft new client proposals from agreed project terms.
Show all Agents for the Business Development Manager role - Business Owner
Draft client proposals from project notes for owner review.
Show all Agents for the Business Owner role - Consultant
Draft engagement proposals from discovery notes and approved fees.
Show all Agents for the Consultant role - Proposal Manager
Draft client proposals for review against approved terms.
Show all Agents for the Proposal Manager role - Proposal Coordinator
Draft client proposals from approved outlines and deal notes.
Show all Agents for the Proposal Coordinator role - Proposal Writer
Draft tailored proposals from client notes and approved templates.
Show all Agents for the Proposal Writer role
Made for your department
Draft Business Proposal is made for people in these departments.
- Sales Operations
Draft proposals using approved templates and commercial terms.
Show all Agents for the Sales Operations department - Business Development
Draft proposals for qualified prospects from agreed project terms.
Show all Agents for the Business Development department - Proposal Management
Draft client proposals from project notes and approved templates.
Show all Agents for the Proposal Management department
How Draft Business Proposal works
3 steps, in order, on every run.
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Read the project notesGather the buyer's requirements and the seller's terms. Flag missing or conflicting terms for the seller.
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Apply the proposal templateUse the business proposal template you selected. Describe the buyer's problem and agreed work within its outline.
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Save a draft for reviewInclude the schedule, exclusions, and exact authorized price. Save the proposal unsent in the same project for seller review.
How to Get Started
Connect the tools you already use, such as monday.com or Asana.
2 tools
- Choose the pipeline stage that means a qualified opportunity is ready for a proposal.
- Save the team's approved business proposal template with sections for the client's problem, scope, milestones, and price.
- Tell sellers to put the prospect's requirements, agreed scope, schedule, authorized price and currency, and any exclusions in internal project notes before moving a project to that stage.
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 the proposal stage during setup. The Agent starts when a qualified project moves into that stage after the seller adds its notes.
The Agent leaves an internal project note naming the gap or conflict. Your seller supplies the terms before drafting continues.
Yes. Choose your team's template during setup. If the Agent cannot open it, it leaves a project note asking the seller to restore or select one.
No. The Agent saves an unsent proposal in the project. Your seller reviews it and decides when to share it.
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.