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.
Qoren environment
proposal-writer-agent
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…
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…
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.
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.
- 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.
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.
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