Proposal Draft Agent

A Ready-to-Review Proposal Before the Prospect Asks

The Proposal Draft Agent turns every demo into an opportunity to move faster. Within an hour of the call ending, it produces a tailored proposal that reflects what was actually discussed — the pricing, the scope, the stated goals — in your approved template and language. The rep reviews, adjusts, and sends same-day instead of losing a week to proposal prep.

How It Works

The agent activates after any meeting tagged as a demo or pricing discussion. It parses the transcript for scope decisions, pricing points, and success criteria. It pulls the correct pricing tier and term from your CPQ, loads your current proposal template, and fills in the customer name, use cases, pricing, terms, and success plan. Legal language is pulled from your approved library — never invented. The draft lands in the rep's proposal tool (Docusign, PandaDoc, Google Docs) tagged as draft.

Why Speed Matters

Every day between demo and proposal is a day the prospect's internal consensus erodes. Teams using this agent ship proposals same-day instead of 5 days later — which correlates with measurably higher win rates on deals under 90 days in cycle.