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.
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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
Frequently asked questions
How does Quote Proposal Drafter keep a proposal tied to the right deal?
It assembles scope, pricing and stakeholders from the CRM and call notes, rather than copying the last customer's document.
Can this proposal agent catch a stale date or another customer's name?
Yes. Its checks flag classic drafting failures such as the wrong customer name, stale dates and totals that do not add up.
How does the proposal draft restate a customer's actual problem?
The opening uses the customer's own words from the deal record and call notes, keeping the proposal grounded in the recorded conversation.
What happens when a quote uses pricing outside the standard range?
The draft flags the nonstandard pricing for approval instead of silently presenting it as ordinary deal pricing.
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