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Salesintermediate
Proposal Drafter
Pulls pricing doc + client context file, drafts the proposal, formats it in your template.
Problem it solves
Drafting proposals takes 4–8 hours. The pricing doc lives in 5 different copies and they all disagree.
Trigger
manual
Slash command: /proposal-draft @client
Time to ship
1–2 weeks
Data sources
3
Pricing doc (vault — single source of truth)
Inputs
- 1.Pricing doc (vault — single source of truth)
- 2.Client context file (vault)
- 3.Past won/lost proposals (vault)
Outputs
- 1.Branded Markdown / HTML proposal
- 2.Total + payment milestones
- 3.Risk-flag table (where this deal is unusual)
Scoring checklist
Every agent output is checked against these BEFORE a human reviews it. The agent self-loops on misses.
- Pricing matches the canonical pricing doc verbatim
- Total math is correct (no rounding errors)
- Risk-flag table called out anything outside templated terms
- Tone matches brand voice doc
Build this against your own data
The wizard's Step 7 walks through every command — schema probe, bootstrap SQL, Edge Function template, deploy, smoke test.
Open Step 7 — Ship First Agent