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AE Proposal & Quote Drafter
Turns a discovery call and a deal record into a tailored, on-pricing proposal in minutes.
- Proposals out same-day, while momentum is high
- Built from actual discovery notes, not a generic template
- Pricing pulled correctly and within discount policy
DI
Diego Schmidt
Published this agent
or download the raw .md file
people loved it
v1.0 · Updated Jun 2026
How you'll use itreal 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
Advanced install optionsmanual setup, command line, connections, raw file
Installation options
Paste the prompt into Claude — it saves the agent, connects the tools it needs, and tailors it to your routine. Nothing runs on our servers.
External connections
CRM
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Version history
v1.0
Initial release.
6/15/2026
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