Proposal & Quote Agent
Hot leads cool down while you get a proposal over to them this week. This agent drafts a tailored proposal from your templates the moment a lead asks — so you respond while the conversation is still hot.
The proposal drafter that moves while the lead is still interested.
The Proposal & Quote Agent takes the details from your intake form, call notes, or CRM and drafts a tailored proposal using your real templates, pricing rules, and scopes. Your team reviews instead of starting from a blank page.
It keeps language consistent, pulls the right optional line items, and makes sure the document gets out fast enough to matter. That means fewer stalled deals, tighter pricing discipline, and fewer late-night quote-writing sessions.
- Drafts from your real templates
- Builds proposals and quotes using the language, structure, and format your team already trusts.
- Pulls in scope and pricing details
- Uses your standard packages, options, and pricing rules instead of forcing a blank-page rewrite.
- Personalizes for the lead
- Adapts the draft to the prospect's needs while keeping the offer inside your guardrails.
- Speeds up response time
- Gets a solid draft moving fast enough that interest doesn't cool while the team is busy.
- Reduces manual errors
- Keeps standard language and repeated sections consistent across quotes.
- Supports review before send
- Lets your team edit and approve the draft instead of building the entire thing from scratch.
If hot leads cool off waiting for a quote, this agent closes the gap.
Built for teams selling custom services where turnaround speed matters, but accuracy, pricing discipline, and brand voice still have to hold up.
Sales-driven service businesses
Fast lead response, qualification, scheduling, and quote follow-up for teams where speed decides revenue.
Multi-location service brands
Consistent booking, policy answers, customer follow-up, and review requests across teams, locations, and shifts.
Agencies and consultancies
Intake, proposals, invoice chasing, and handoff friction — tightened up without founders living in the inbox.
Home services and field teams
Missed calls, estimate follow-up, scheduling gaps, and review requests — handled without dispatch or office staff becoming the bottleneck.
Nonprofits and membership orgs
Member FAQs, event details, donation help, and volunteer signups — freeing tiny staffs to focus on the mission.
Healthcare practices
Appointment requests, insurance pre-questions, and policy lookups — handled before the front desk picks up.
Professional services firms
Initial intake, fee-range questions, and scheduling for lawyers, accountants, and consultants drowning in inbound.
Real estate brokerages
After-hours showing requests, listing FAQs, and qualified-buyer routing — without your agents tied to their phones.
Three concrete moments where this agent earns its keep.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
"Can you send something over today?"
Right after a sales call, the agent turns notes and pricing inputs into a clean first draft so the team can review and send while the lead still has momentum.
"It's the same scope, just a different location"
A familiar service package needs a quick quote with a few variations. The agent pulls the right template, adds the approved options, and prepares a near-finished draft in minutes.
"Can you update the scope and resend?"
A prospect asks for a revised scope after the first proposal. The agent updates the draft with the new parameters so the team can return the revision quickly instead of restarting from scratch.
Connect your content
We point the agent at your website, FAQs, service pages, and any docs you want it to know — securely.
Train tone & rules
We teach it your voice, what topics to handle, what to escalate, and when to ask for contact info.
Embed the widget
One snippet of code on your Webflow (or any) site. Optional: customize colors and avatar to match your brand.
Monitor & refine
Review conversations weekly. We tune the agent as your business and customer questions evolve.
Works with the tools you already pay for.
No rip-and-replace. The chat agent plugs into your existing stack — and we handle the wiring.
Salesforce
CRM sync
HubSpot
Push leads to CRM
DocuSign
Signature flow
Google Drive
Shared docs
Gmail
Lead notifications
Outlook
Lead notifications
Slack
Live alerts
Stripe
Optional payments
Zapier
Connect anything
Custom API
Anything else
Don't see your tool? We integrate with anything that has an API.
Most teams add one of these next
These are the best next-step agents to pair with this workflow — the ones that usually fix the bottleneck right after this one.
Lead Follow-Up Agent
Leads go cold because nobody has time to follow up five times. This agent sends the right email and SMS at the right time until the lead either books or opts out.
View Details →Invoice Follow-Up Agent
You're owed money but chasing it feels awkward. This agent sends polite, persistent reminders on a schedule, escalates when needed, and recovers cash without anyone making the uncomfortable phone call.
View Details →Client Intake Agent
New clients get stuck in email purgatory before you can start work. This agent gathers their info, schedules the kickoff, and preps onboarding docs — so day one starts on day one.
View Details →Pricing, data, and the questions you need to ask.
Honest answers — what it costs, how long it takes, and how your data stays safe.
Usually the intake details, scope notes, pricing logic, and your existing templates. The better your baseline material is, the faster the agent can turn a live opportunity into a solid first draft.
Yes. It is supposed to use your templates, your scope language, and your pricing guardrails. Otherwise it is just another blank-page generator, and that is not useful.
Most teams start with review and approval first. The agent prepares the draft fast, then your team checks it before it goes out. That gets you speed without giving up judgment.
Yes. If the scope changes, the pricing changes, or the prospect asks for a revision, the agent can update the draft instead of forcing your team to rebuild the whole thing from scratch.
Usually 1 to 2 weeks. We connect the source data, review the templates, define the pricing rules, and test a few real proposal scenarios before launch.
Still have questions?
We're here to help you!