Sales proposal agent
Draft and format sales proposals in minutes
Stop losing hours to manual proposal work. This agent transcribes your meeting notes, drafts tailored proposals, and formats everything to your company template. So your sales reps can focus on deal strategy, not document editing.
The result: 3-4 hours saved per sales rep each week, with 80% complete drafts ready for final review.
What it does
- Transcribe meeting notes
- Draft sales proposal
- Format to company template
Tools & Integrations
The Challenge
Every sales proposal is a chance to win business. But creating them is tedious, repetitive work.
Your reps spend hours on tasks that don't require their expertise: transcribing meeting notes, copying details into templates, formatting documents. It's manual data entry dressed up as sales work. And when people rush through repetitive tasks, mistakes happen — wrong names, outdated figures, vague descriptions that don't capture what was actually discussed.
Time that should go toward deal strategy gets consumed by document assembly. Your best salespeople become part-time administrators.
The Agent
The Proposal Writer Agent changes the game.
After a client meeting, the agent goes to work. It transcribes the discussion, extracts key details, and drafts a proposal tailored to what was actually said. It pulls in relevant context, applies your company template, and formats everything consistently. No copy-pasting. No template hunting. No manual data entry.
Every proposal accurate. Every format consistent. Every rep freed up for real selling.
Your sales team receives an 80% complete draft, ready for their strategic input. They review, refine the business terms, and send — in a fraction of the time.
The Impact
Time Efficiency
3-4hours saved per rep, per week
on proposal creation. Time reclaimed for actual selling.
Quality Improvement
80%complete draft
delivered without manual effort.
Reps add the finishing 20% — the strategic thinking that closes deals.
But the real win isn't just time saved — it's what your reps do with it. Instead of wrestling with templates and transcriptions, they focus on what actually matters: understanding the client's needs, crafting the right terms, and moving deals forward. Fewer errors, faster turnaround, and salespeople who sell.
Do you want this agent?
Start with a pilot and see how this agent can transform your commercial process in just 4-6 weeks.