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Proposal draft
proposal-draft
Turn a discovery call into a proposal in your format.
~31h / monthemail · chat
Rules it starts with
- · Use approved pricing only
- · Anything outside the written rules waits for a human
Tools it expects
GmailGoogle DriveXeroHubSpot
Connect them when you're ready — the agent stays in draft until you do.
Working context
Build a quoting agent. It reads new enquiries from email and site notes, matches them to my past jobs and current rate card, drafts a line-item quote in my format, and puts it in front of me to send. It must never discount beyond my stated rules and must flag anything it has not quoted before.