AI Sales Agent
manages the conversation up to discovery; hands off scope to the drafter
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AI Proposal Drafter
Turns the discovery call notes into a clean, scoped proposal document that matches your templates, your pricing logic, and your voice. Drafts in minutes, not days. You review and send.
What this agent does
The job description
- Reads discovery call summaries, brief documents, and scope notes
- Pulls the right components from your proposal template library
- Calculates pricing using your defined logic (rate cards, bundle discounts, complexity multipliers)
- Drafts the proposal in your preferred document format
- Surfaces the assumptions it made so you can verify them
- Tracks proposal status: drafted, sent, opened, signed, declined
- Generates revision drafts when scope changes
Skills
What this agent is good at
Reading scope from informal notes and structured briefs equally wellPricing calculation against defined rulesMatching proposal voice to brand standardsIdentifying scope ambiguities and flagging them rather than guessing
Integrations
Where this agent plugs in
Document tools (Google Docs, Notion, PandaDoc)CRM (HubSpot, Salesforce, Pipedrive, Twenty, Odoo)Email (Gmail, Outlook, custom SMTP)Calendar for deadline tracking
Custom integrations to other tools are scoped during discovery.
"Drafted the proposal for the boutique hotel. I have used the standard hospitality template, applied the multi-location discount because they confirmed two venues in discovery, and added the SEO module because they specifically asked about local search. Three assumptions I am flagging at the top: timeline starts on contract sign, hosting is included, training is one half-day session. Please verify before sending."
Who hires this
Who this fits
- Services businesses where every proposal is bespoke but follows a consistent shape
- Agencies that lose deals to slow proposal turnaround
- Consultants who need to send proposals quickly without sacrificing accuracy
Honest limits
What this agent does not do
- Does not finalise pricing or commit to scope without human approval
- Does not invent line items or assume scope items that are not explicitly briefed
- Does not send proposals directly to clients
- Does not negotiate pricing or terms
Pairs naturally with
Related roles
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