Proposal Drafter
Proposal and quote drafting
Assembles the proposal from the deal record rather than from the last customer's document. Scope, pricing and stakeholders come from the CRM and the call notes, and the opening restates the customer's problem in their own words. It checks the draft for the classic failures — another customer's name, stale dates, totals that don't add up — and flags any pricing outside standard for approval.
Add to your Oasis
Published by Oasis Platform · Free to add
Connects with
Connect these once. Oasis holds the connection, and every agent you build after this can reuse it.
SalesforceRequired
PandaDocRequired
DocuSignRequired
Google DocsRequired
Skills it ships with
How it runs
- Foundation
Claude Managed Agent
- Model
- Claude Sonnet 4.6
- Reasoning
- Medium effort
- Per run
- Up to 30 turns
- Memory
- Learns across runs
- Browsing
- Off
- Category
- Sales & Marketing
- Proposal
- Documents
- Sales
What happens when you add it
- 1
It lands in your Oasis
Proposal Drafter is created in your workspace with its instructions and settings already filled in.
- 2
You connect its apps
Sign in to Salesforce and PandaDoc once and it has everything it needs.
- 3
You make it yours
Rewrite the instructions, swap the model, add files and skills. It is a starting point, not a lock-in.
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Put Proposal Drafter to work today
Add it to your Oasis, connect its apps, and hand it the first task. Everything about it stays editable.