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Sales & Growth

Proposal Agent

An agent that takes a short brief, scopes the project, prices it and builds an interactive proposal as a web page. The offer goes out the same day instead of a week later.

What it automates

  1. 01Template for scope, effort and pricing logic
  2. 02Creation of the proposal as an interactive web page
  3. 03Notification the moment someone opens it

Connects to

HubSpotPipedriveSalesforceDocuSignPandaDocStripeNotionGoogle DocsSlackPDF Export

Not included

  • Negotiation and closing (stays with you)
  • Legal review of the contract text (separate)

Assumptions

  • You supply your pricing and service building blocks
  • You have a domain for the proposal pages

Frequently asked questions

How much does the Proposal Agent cost?+

The Proposal Agent starts at 2.500 € one-time setup plus 590 € per month for operation and ongoing tuning. The final price depends on scope and is set in the first call.

What does the Proposal Agent do?+

An agent that takes a short brief, scopes the project, prices it and builds an interactive proposal as a web page. The offer goes out the same day instead of a week later.

What tools does the Proposal Agent connect to?+

The Proposal Agent connects to HubSpot, Pipedrive, Salesforce, DocuSign, PandaDoc, Stripe, Notion, Google Docs, Slack, PDF Export, with further integrations available via APIs.

How long does it take to set up the Proposal Agent?+

Typical setup takes 2–3 weeks. The exact timeline depends on your data and integrations.

What is included with the Proposal Agent?+

Included: Template for scope, effort and pricing logic; Creation of the proposal as an interactive web page; Notification the moment someone opens it.

Let's talk

Three short questions so our call starts with your situation, not with slides.

  • Reply usually within one business day
  • We start with your situation, not a canned deck
  • Free fit call, no obligation

Or book a call directly

Keith GovenderKeith GovenderManaging PartnerBook a call

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