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AE Proposal & Quote Drafter
Turns a discovery call and a deal record into a tailored, on-pricing proposal in minutes — so the rep sends today, not next week.
DI
Diego Schmidt
Author
How you'll use it— real prompts and what comes back
“draft the proposal for Acme from my notes and the deal record”
Returns a ready-to-review draft.
“Create a proposal for the DataFlow Inc deal — $48k annual, Enterprise tier, 60-day payment terms”
Produces a client-ready document in under 2 minutes
“Pull up the Proposal & Quote Drafter pipeline for this quarter and flag any deals that have gone silent for more than 10 days”
Surfaces at-risk deals before they slip past quarter-end
Installation options
Paste the prompt into Claude — it saves the agent, connects the tools it needs, and asks a few setup questions. Nothing runs on our servers.
Connects to CRM, Gmail, Google, Slackv1.0 · Updated Jun 26
Version history
v1.0
Initial release.
6/15/2026
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