Proposal & Quote Agent

Turns call notes, emails or a discovery form into a branded proposal or quote using your pricing rules, templates and past winning proposals. Your team reviews and sends — the agent tracks opens and nudges the buyer when a decision is due.

Results you can expect

• Proposals out the same day
• Consistent pricing and branding
• Faster close cycles

Works with

HubSpot Quotes · Salesforce CPQ · PandaDoc · DocuSign · Google Docs / Word · QuickBooks

Channels

Email · Web portal

How it's delivered

Managed (Agent-as-a-Service): we build, host, monitor and improve the agent for a monthly fee. Build & own: we build it in your environment and hand over the code. Typical go-live: about 10 working days. Every agent includes human-handover rules, guardrails and a performance dashboard.

Need more than one? Combine it with other agents or pick a ready-made bundle at /ai-agents.