Sales & CRM
Proposal Generator Agent
Turns a deal record into a fully formatted proposal covering scope, deliverables, timeline, and pricing. It comes out as a Gamma deck or Google Doc with a Stripe payment link embedded. Founder review only.
Category
Sales & CRM
Runs
Available · On Demand
Time saved
~3 hrs per proposal
Value
~SGD $120/use
How it works
- 1
Reads the deal record and your discovery notes
- 2
Picks the right service templates for the engagement
- 3
Writes the full proposal with scope, deliverables, timeline, and pricing
- 4
Composes it as a branded deck or document
- 5
Embeds a payment link so the client can pay instantly
- 6
Emails you the draft for review
Tools & integrations
ClaudeNotion MCPGmail/Postmark
What you need
- Stripe for payments
- Gamma + Google Drive for documents (or any docs/decks tool via API/MCP)
- Email through Gmail or any provider via API/MCP
- CRM in Notion, HubSpot, Salesforce, or any tool via API/MCP
- Brand context files (sales.md, product.md, brand.md, audience.md, etc)
- Claude Pro, Max, or API key
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