Sales
Proposal Generator
The Proposal Generator agent helps revenue teams with assembles scopes, assumptions, and pricing tables. It runs with EU AI Act–ready guardrails: your integrations stay connected, sensitive actions pause for human approval, and every output stays traceable for audit.
Contact us about this agent Private testing — we set up tokens after onboarding
Capabilities
- Assembles scopes, assumptions, and pricing tables
- Tailors executive summary per account
- Pulls boilerplate from approved libraries
- Version control friendly export to PDF/Docs
How it works
Sync your CRM
The Proposal Generator agent reads live opportunities, contacts, and activity history.
Generate tailored output
It produces emails, updates, or documents grounded in your pipeline stage and policies.
Log outcomes
Approved changes sync back to CRM tasks, notes, and sequences for full attribution.
Required integrations & tools
Connects to: Google Docs, Quote / CPQ tools, CRM opportunities.
Token estimate
Typical cost: ~14–28 tokens per run
SS-19
Proposal Generator running in the AgentWorks platform
1440 × 900pxRelated agents
More sales templates you can deploy the same way.