Can the agent create proposals from discovery call notes?

Yes. Share your call notes or let your agent sit in on the conversation. It extracts the key details and generates a tailored proposal.

Can I set up multiple proposal templates?

Yes. Create templates for different service types, industries, or deal sizes. The agent selects and customizes the right template.

Does the proposal include pricing?

Yes. Define your pricing tiers and the agent includes the appropriate pricing based on the scope discussed. You can review and adjust before sending.

Can I review proposals before they are sent?

Always. The agent drafts the proposal and sends it to you for review. You can edit, approve, and then the agent delivers it to the prospect.

What format are proposals delivered in?

Proposals are generated as branded PDF documents. They can be emailed directly or downloaded for manual delivery.

AI Proposal Maker: Winning Proposals in Minutes

Your AI agent creates customized proposals with scope, pricing, timelines, and terms. From discovery call to proposal in minutes, not days.

Get a Free Quote See how it works

Built by a team with 15+ years in AI and enterprise software

What the Proposal Maker Does

The Proposal Maker tool lets your AI agent create professional business proposals from your conversation notes and templates. After a discovery call or requirements gathering session, your agent drafts a complete proposal with the scope, pricing, timeline, and terms.

Your agent uses details from your CRM, past proposals, and the current conversation to create a proposal tailored to each prospect. It applies your branding, includes your standard terms, and structures the pricing to match your service packages.

The difference between winning and losing a deal often comes down to speed. Prospects choose the vendor who responds first. With the Proposal Maker, you send a professional proposal within hours of the initial conversation instead of days.

Who Uses the Proposal Maker

Consultants Responding to RFPs

Generate tailored proposals quickly in response to requests for proposals. Include scope, methodology, timeline, and pricing.

Agencies Pitching New Clients

Create proposals with service packages, case study references, and custom pricing after discovery calls.

Software Companies Quoting Deals

Generate custom quotes and proposals with licensing tiers, implementation timelines, and support terms.

Freelancers Winning New Projects

Create professional proposals with scope, deliverables, and pricing after client calls instead of spending hours in Google Docs.

Home Service Contractors Quoting Jobs

Generate detailed job estimates with materials, labor, and timelines after site visits. Send branded quotes that close faster.

IT Service Providers Scoping Engagements

Build proposals with infrastructure requirements, service-level agreements, and phased rollout plans tailored to each client.

Skills That Use This Tool

Lead Qualifier →Cold Outreach Campaign →

How to Add the Proposal Maker

Tell Your Agent What You Need

Tell your agent: 'I want to generate proposals for my consulting services after discovery calls.'

Set Up Your Templates

Define your service packages, pricing tiers, and standard terms. Upload your proposal branding and any boilerplate sections.

Generate Proposals

After a discovery call, tell your agent the key details. It creates a customized proposal as a branded PDF ready to send.

Send Proposals Faster. Close Deals Sooner.

Let your AI agent turn discovery calls into polished proposals so you win more business.

Get a Free Quote See how it works

Built by a team with 15+ years in AI and enterprise software

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Frequently Asked Questions

Send Proposals Faster. Close Deals Sooner.

Let your AI agent turn discovery calls into polished proposals so you win more business.

Get a Free Quote See how it works

Built by a team with 15+ years in AI and enterprise software

We never share your email. Unsubscribe anytime.