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AE Proposal & Quote Drafter

Send the proposal today instead of next week.

  • Builds a tailored proposal from the discovery call
  • Pulls pricing from the deal record
  • Formats it ready to send
DI
Diego Schmidt
Published this agent
Estimated time savings, hours a month
069
6 hours as installed
9 hours after connecting your apps
people loved it
v1.0
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.

Download .md

If you add the file to Claude yourself, Claude asks you to confirm before reading it. That prompt is standard for any file you give it.

External connections
CRMGmailExtraCalendarExtraSlackExtra
Connects to CRM, Gmail, Google, Slackv1.0 · Updated Jun 26

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Version history
v1.0

Initial release.

6/15/2026