community-automations/proposal-builder

Sales & CRM

PublicClaude subagent

Proposal Builder

Writing a proposal after discovery eats an afternoon. The rep digs through their notes, copies last quarter's deck, and swaps in the new details by hand, which means proposals go out slow and sometimes carry the wrong numbers.

sonnet1 weekGongHubSpotGoogle DocsDocuSign
ClaudeClaude
ROI for
README.md

Why this subagent

Writing a proposal after discovery eats an afternoon. The rep digs through their notes, copies last quarter's deck, and swaps in the new details by hand, which means proposals go out slow and sometimes carry the wrong numbers.

This agent turns the discovery transcript into a tailored proposal in minutes, pulling scope and pricing straight from your approved catalog so the figures are always right. It exports a branded PDF and routes it for a quick review. The rep checks it instead of building it from scratch.

How it runs

    • Read

      Used at step 01 to kick off the pipeline.

    • Write

      Used at step 01 to kick off the pipeline.

    • WebFetch

      Used at step 01 to kick off the pipeline.

    • WebSearch

      Used at step 01 to kick off the pipeline.

Sample output

json
// Sample output
// (generated when the pipeline finishes)

From a discovery transcript, produce a proposal with scope sections, a timeline, and line-item pricing drawn only from the approved catalog.

Unlock the rest

The full agent definition, install snippet, and starter task are gated for community members.

Members get the full `.md` agent file, the npm / pnpm install one-liners, a starter prompt that we've tuned against real runs, and the open-source repo when this automation ships there. One email, magic link, done.