Quote and Proposal
Generates a scoped, accurate proposal draft from a discovery form or brief in under five minutes.
// the problem
The proposal bottleneck is one of the most expensive in professional services. A potential client finishes a discovery call, they want to move, and then the proposal takes three days to land in their inbox because someone has to dig through notes, pull scope from a template, write the pricing section, and format the whole thing. By day three the energy in the deal has cooled. Quote and proposal reads the intake form or discovery notes, matches scope sections from your defined services catalog, pulls pricing from your rate card, and produces a structured draft. The draft is not sent automatically. It goes to a human for a quick review and one-click send. The three-day process becomes a thirty-minute one.
what changes
- Proposal draft is ready within five minutes of the intake form, not three days later
- Pricing and scope are pulled from your catalog, not invented per proposal
- Human review is a 15-minute task, not a writing session
- Every proposal draft is logged with version history and send status
// how it works
The mechanism, end to end. Each step is logged so you can see what the agent did and why.
// surface area
connects to
- Typeform
- Google Docs
- HubSpot
- PandaDoc
- Slack
writes back to
- Google Docs (proposal draft, structured sections, rate card line items)
- HubSpot deal record (proposal status, draft link, scope tags)
all writes are logged to the audit trail
// works for
Quote and Proposal is built to run inside any of these business types. The same agent, wired into your stack.
// ready to scope the build?
See Quote and Proposal run on your workflow.
Book a 15-minute audit call. We map your real workflow against what this agent handles, scope what gets built and what it connects to, and you leave with the math. No pitch, no obligation past the call.
15 minutes, no deck, just the working machine.