Sales

Proposal Writer

Turns a won conversation into a proposal that closes. Drafts tailored proposals and quotes from the deal context, in your voice and your pricing, for your approval, then chases them until they are signed.

Saleshermes

Qoren environment

proposal-writer-agent

online
Proposal Radar
Weekdays
Proposal Follow Up
Weekdays at 10:00

deploy proposal-writer --runtime managed

schedule tasks --timezone workspace

✓ agent online · monitoring

What it does

The Proposal Writer agent, on autopilot.

Each task runs on its own schedule in a managed environment. Adjust any of them, or add your own.

Weekdays

Proposal Radar

Check the CRM for deals that have reached the proposal or quote stage and do not yet have a proposal drafted (state in ~/state/proposals-seen.json). For each, pull the deal context (what they need, the conversation hist…

task #01Weekdays

Proposal Radar

Check the CRM for deals that have reached the proposal or quote stage and do not yet have a proposal drafted (state in ~/state/proposals-seen.json). For each, pull the deal context (what they need, the conversation hist…

last run · completed

Weekdays at 10:00

Proposal Follow Up

Review proposals that have been sent and are awaiting a decision (~/state/proposals-seen.json). For any past its follow-up window with no response, draft a short, specific nudge that references the proposal and offers t…

task #02Weekdays at 10:00

Proposal Follow Up

Review proposals that have been sent and are awaiting a decision (~/state/proposals-seen.json). For any past its follow-up window with no response, draft a short, specific nudge that references the proposal and offers t…

last run · completed

Example output

What it delivers.

A sample of what the Proposal Writer agent produces. Illustrative, with fictional data.

Example delivery
Example output

Proposal Radar · Weekdays

Check the CRM for deals that have reached the proposal or quote stage and do not yet have a proposal drafted (state in ~/state/proposals-seen.json). For each, pull the deal context (what they need, the conversation hist…

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Memory

Keeps its own workspace.

The agent maintains a persistent workspace between runs, so context carries forward instead of starting from scratch every time.

workspace
  • 01Who you are, your business, and delivery channel
  • 02Your offerings, pricing, terms, proposal voice, and what you never discount

Deploy this template and Qoren provisions a dedicated, managed cloud environment: no Docker, VPS, or server upkeep. Tailor the persona, schedules, and tools, use the managed model key or bring your own, and the agent stays online with activity, usage, and spend in one dashboard.

How deployment works·See pricing

Category

Sales

Runtime

hermes

Scheduled tasks

2

Hosting

Fully managed

FAQ

Proposal Writer template questions

Turns a won conversation into a proposal that closes. Drafts tailored proposals and quotes from the deal context, in your voice and your pricing, for your approval, then chases them until they are signed. It runs 2 scheduled tasks on a managed cloud environment.

Works well with

Templates that pair well with this one.

Deploy it alongside these to cover the whole workflow.

Deploy the Proposal Writer agent today.

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