Sales & CRM
Proposal Generator Agent
Turns a deal record into a fully formatted proposal — Gamma deck or Google Doc with embedded Stripe payment link — covering scope, deliverables, timeline, and pricing. 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 — scope, deliverables, timeline, 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
- Payments — Stripe
- Workspace — Gamma + Google Drive (or any docs/decks tool via API/MCP)
- Email — Gmail or any provider via API/MCP
- CRM — 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
Want the Proposal Generator Agent running for your business?
Book a free 30-minute discovery call. We'll map how this agent fits your workflow — no pitch, no obligation.