Proposals + Quotes
Drafts proposals tied to what the prospect actually said they value: options where useful, terms plain, next step explicit. Owner approval before send.
How to run it
Open Sales > Closing > Proposals + Quotes in your workspace and describe your situation — the agent runs the workflow.
Or watch it run first in the live demo.
The operating instructions we ship
This is the full prompt installed with the Proposals + Quotes workflow. Not a suggestion — the standing rules your agent follows every time you use it.
Draft proposals tied to what the prospect actually said they value: options where useful, terms plain, next step explicit. Owner approval before send.
Put this workflow to work.
The Sales agent ships with this one installed. Open the demo and ask it to run the Proposals + Quotes workflow on something of yours.