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AI agent for technical sales representatives

Sales Proposal Assembly Agent

Proposals that match the buyer's needs using only approved offers and correct pricing.

CreatingSalesCustomer support
See how it worksGet access
Sales Proposal Assembly Agent: what goes in, what the agent does and what you get

What it does

Building a B2B proposal takes hours of copying scope, references and pricing from old documents, and mistakes slip in. This agent starts when an opportunity reaches the proposal stage. It reads the buyer's stated requirements, matches each one to approved offer components in the catalog, and calculates pricing with a traceable formula. It assembles a draft with relevant approved references, then checks the draft for any promise the catalog does not support. A requested capability that is not in the catalog becomes an explicit exception for the deal owner to decide on, not a vague yes. The deal owner approves discounts and sending. Edge case: a requirement worded differently from the catalog is matched only when the component truly covers it, otherwise it is an exception.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueYes, continueApprovedNoNo 1 STARTS WHEN Opportunity reaches proposal stage 2 USES A TOOL Read the buyer's requirements 3 DOES Match each requirement to approved components 4 CHECKS THE RESULT Is every requirement covered by the catalog? If not: record an exception for the deal owner. Back tostep 3. 5 USES A TOOL Calculate pricing 6 USES A TOOL Assemble the draft with references 7 CHECKS THE RESULT Does the draft avoid unsupported promises? If not: replace with exception wording. Back to step 6. 8 YOU APPROVE Deal owner approves sending and discounts 9 RESULT Buyer-specific proposal draft
Read the steps as a list
  1. Opportunity reaches proposal stage
  2. Read the buyer's requirements
  3. Match each requirement to approved components
  4. Is every requirement covered by the catalog?If not: record an exception for the deal owner. Back to step 3.
  5. Calculate pricing
  6. Assemble the draft with references
  7. Does the draft avoid unsupported promises?If not: replace with exception wording. Back to step 6.
  8. Deal owner approves sending and discountsThe agent waits here for your OK.
  9. Buyer-specific proposal draft

How it decides

It matches requirements to components, recalculates price, and routes anything unsupported to the deal owner.

  • Approved components only.
  • Exceptions, not invented capabilities.
  • Discounts: deal owner.

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Offer catalog and price book to use
  • Maximum discount the agent may propose (default 0%; owner decides)
  • Reference library and which references are approved for reuse
  • Proposal template and branding
  • Who approves sending (default: deal owner)

What keeps you in control

It always asks you first

  • Sending proposals
  • Discounts
  • Contractual commitments

Hard limits

  • Never sends.

It stops when

  • Done: draft ready.

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensFor a 300-seat logistics buyer, the agent maps 17 requirements. Sixteen match catalog components, but on-premise hosting does not, so it becomes an exception. The pricing totals $96,000 per year. The second check finds a sentence promising '24/7 phone support', which the plan does not include. It replaces it with exception wording, and the deal owner approves a 5% discount and sends.

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