A quote and proposal agent
that drafts in minutes, a rep approves
A quote that takes two days to turn around after a prospect asks for one has often already cost the deal its momentum. Drafting it usually means pulling pricing rules, past examples and deal specifics together by hand. We build an agent that drafts the quote from your actual pricing rules and the deal's details. A rep checks and sends it in minutes, not days.
Why a slow quote costs a deal
A prospect who asks for a quote is signaling real intent. The time it takes to get a formatted, accurate quote back to them is one of the more visible measures of how a sales team operates. Drafting one by hand means pulling the pricing rules, checking the deal’s specific scope, and formatting it into something presentable. It often means adjusting a template built for a different kind of deal. On a busy day this slips to the next morning. A slipped quote is a common reason a deal cools before it has a real chance to close.
Consistency suffers too. Two reps drafting quotes for similar deals can land on different numbers or different terms without either one making an error. The pricing rules simply live in someone’s head rather than in a single system both reps check the same way.
What the agent drafts for a rep to check
The agent drafts the quote or proposal from your actual pricing rules and the deal’s details pulled automatically from the CRM, scope, quantities, any already-agreed terms. It formats the result into your existing proposal template or a clean PDF, ready for a rep to review rather than something they have to rebuild from scratch. Where your pricing includes tiers, volume discounts or add-ons, the draft applies them correctly and consistently, the same way for every rep.
A draft never goes straight to a prospect. It routes to the assigned rep first, who can adjust before sending. Every version is kept too, so a rep or manager can see what changed between a first draft and what actually went out. A custom term or a discount beyond the approved threshold gets flagged for a manager’s review instead of being drafted as routine.
Once a quote is sent, its status writes back to the CRM: viewed, accepted, expired, or needs a follow-up. A sales manager can see where quotes are sitting in the pipeline without asking each rep individually.
What stays with humans
The pricing rules themselves, any custom term or discount beyond the approved limits, and the actual send-and-follow-up conversation with the prospect stay with your reps. The agent removes the drafting bottleneck. A person still owns the relationship and the final number.
Guards
Every draft requires a rep’s review and explicit send before reaching a prospect. Anything outside standard pricing rules routes to a manager rather than being decided by the agent. Every version is logged, so a dispute about what was quoted when has a clear answer. A kill switch reverts to manual drafting in one message if the pricing rules need an update. The agent introduces itself as an AI assistant at the start of every conversation.
Price and timeline
| Option | Price | What it covers | Timeline |
|---|---|---|---|
| Agency runs it | from $1,900 + support plan | One pricing structure, document template, CRM integration | 3 to 4 weeks |
| Full control, handover-ready | from $2,900 | Source, prompts and pricing rules handed to your team, multi-team approval flow | 3 to 4 weeks |
Related
Full package breakdown on the AI agents service page, and quote and proposal generation automation for the standalone automation version. Within this group, pair it with the pricing negotiation assistant agent for the back-and-forth that follows a quote. The contract and e-sign chasing agent covers what happens after it is accepted. A quote and calculator flow is detailed in the B2B certification sales agent case study. A rule-based pricing engine at scale is in the digital goods marketplace automation case study.
Want quotes going out in minutes instead of days, with every number checked against your own rules? Get in touch and we will map your pricing rules on the first call.
FAQ
How much does a quote and proposal agent cost?
From $1,900 for one pricing structure and document template, live in 3 to 4 weeks. A version with approval workflows across several reps or teams usually starts at $3,500.
Can it send a quote without a rep reviewing it?
Not by default. Every draft goes to the assigned rep for review and approval before it reaches a prospect. We can lift that gate only for fully standardized, low-value quotes, if your team decides that is worth the speed.
How does it handle custom pricing or discounts?
Within limits you set in your pricing rules. Anything outside those limits is flagged for a manager's sign-off rather than drafted as if it were standard.
Does it work with our existing CRM?
Yes. It pulls deal details from HubSpot, amoCRM, Pipedrive or a similar CRM automatically, so a rep is not retyping information that is already on the deal record.
What format does the output come in?
A formatted PDF or a document in your existing proposal template, ready to send, not raw text a rep has to reformat.