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Proposals, Pricing & Deal Desk

Proposal Drafting Agent

ai

Drafts a complete branded proposal for a sales opportunity from CRM deal data—executive summary, solution narrative, commercial summary, implementation overview, and next steps—with every figure matched exactly to the quote.

Proposal / Bid ManagerAccount ExecutiveDeal Desk / Pricing
5 sections
Exec summary through next steps, branded
30 min
To a full proposal draft vs. half a day
Figure-exact
Every number reconciled to the quote
One opportunity, end to end

Deal is ready. Proposal ready.

See the proposal agent take the Northside deal from a ready opportunity to a review-ready draft.

Case PR-4127

Northside opportunity · Formal proposal

  • AI
  • 30 min to full draft
  1. Intake
  2. Organize
  3. Reconcile
  4. Deliver

01 · Intake

Deal flagged for proposal

Northside opportunity is ready for a formal proposal

New case

Packet open
Opportunity
Northside · Ready for formal proposal
Owner
Account executive
Buyer priority
Reducing intake turnaround
Request
Branded proposal, 5 sections
Case packet · 3 sourcesComplete

Incoming

  • CRMSalesforce opportunity, account, contactsReceived
  • Quote & Line-Item DataQuote and quote line itemsReceived
  • Product & Pricing DataProducts on the quoteReceived

02 · Organize

Deal data pulled

Opportunity, account, quote, line items, products, contacts

Pulled together

Packet built
  • Opportunity and accountNorthside, stated priority is reducing intake turnaround
  • Quote and line itemsLine items, totals and discounts loaded from the quote
  • Contacts and productsBuyer contacts and product detail for the narrative

Matched record

Opportunity
Northside
Priority
Reducing intake turnaround
Quote
Line items, totals, discounts
Template
Brand & Template Library

03 · Reconcile

Figures reconciled

Line items, totals and discounts match the quote

Checks applied

Figure-exact
  • Line items sum to totalLine items add up to the recorded quote totalQuote line items
  • Discounts carried exactlyEach discount matches the quote, none picked to balanceQuote
  • Exec summary on their problemOpens on reducing intake turnaround, product as the meansOpportunity
Deciding finding

Quote reconciles

Line items sum to the recorded total, so the commercial summary is written straight from the quote.

Section status

Executive summary
Drafted
Solution narrative
Drafted
Commercial summary
Cleared to write

04 · Deliver

Draft delivered

Branded draft goes to the account executive for review

Draft ready

5-section proposal, figure-exact

Every line item, total and discount matches the quote, and the summary leads with Northside's priority.

Format
Word, PDF
Commercial summary
Matches the quote
Next steps
Included

Sections

5 sections

Exec summary to next steps

Next step

Seller review

Account executive

Audit trail

  1. Deal data pulled14:02
  2. Figures reconciled to quote14:10
  3. Five sections draftedBranded template14:24
  4. Draft deliveredSeller review14:31

30 min to a full proposal draft

Illustrative case · sample data

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

Built in Actava.ai

See it in action

A conversation that moves the work forward.

An agent at work

Illustrative example

Draft the proposal for the Northside opportunity.

Proposal Drafting Agent

I'm pulling the Northside deal data and will reconcile every figure to the quote before I write. I'm also asking whether you want the commercial summary itemized or rolled up.

Deal data pulled

  • Opportunity and account

    Context for the Northside deal

  • Quote and line items

    Line items, totals and discounts to match exactly

  • Products and contacts

    Used for the solution narrative and proposal audience

Example complete

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Sample scenarios. Actions and outputs are illustrative.