Use Case 1
Opportunity-to-Proposal
Trigger: A deal is ready for a formal proposal
1.Pull opportunity, account, quote, line items, and contacts
2.Compose the executive summary around the buyer's priority
3.Draft the solution and implementation narrative
4.Build the commercial summary from the quote
5.Reconcile every figure against the quote
6.Add clear next steps
7.Deliver a branded, review-ready draft
✓
A complete, on-brand proposal whose numbers match the quote, ready for seller review in minutes.
Use Case 2
Figure-Reconciliation Guard
Trigger: Quote figures don't add up
1.Reconcile line items against the recorded total
2.Detect any discrepancy
3.Hold the commercial section rather than guessing
4.Surface the mismatch to the seller
5.Proceed with the rest of the proposal
✓
Proposals never ship with numbers that contradict the quote.
Integrations
CRM (Salesforce, HubSpot)
Quote & Line-Item Data
Document Generation (Word, PDF)
Product & Pricing Data
Brand & Template Library
Industries
all
See It In Action
A sample conversation with this agent
Draft the proposal for the Northside opportunity.
Pulling the opportunity, account, quote, quote line items, products, and contacts. I'll compose a branded proposal: executive summary tied to their stated priority, solution narrative, commercial summary, implementation overview, and next steps. Every figure—line items, totals, discounts—matches the quote exactly; I reconcile before I write, because a proposal that disagrees with the quote erodes trust and delays signature. Want the commercial summary itemized or rolled up?
The quote total and the line items don't add up—what do you do?
I stop and flag it rather than papering over it. The proposal can't go out with figures that don't reconcile, and I won't pick a number to make it balance. I'll show you the discrepancy—line items sum to one figure, the recorded total is another—and hold the commercial section until the quote is corrected. Everything else in the proposal can proceed; only the numbers wait on the fix.
Make the exec summary about their problem, not our product.
Reworked. The executive summary now opens on their situation and the priority they told us about—reducing intake turnaround—and frames the engagement as the path to that outcome, with the product as the means rather than the headline. It's tighter and buyer-centered. The solution narrative still carries the product detail for readers who want it, but the summary leads with why this matters to them.