Skip to main content

Sales Proposal Automation

Dynamic proposal generation with pricing calculator, case studies, and personalized messaging

Complexity: Moderate | Duration: 15-30m | Category: Business/Sales

Tags: proposals sales-enablement automation personalization

Workflow Diagram​

Steps​

Step 1: Requirements gathering​

Agent: proposal

writer-agent - Collect opportunity details and requirements

Step 2: Pricing calculation​

Agent: /calculate

pricing - Generate pricing based on products, discounts, terms

Step 3: Case study selection​

Agent: /select

case-studies - Match relevant customer stories to buyer profile

Step 4: Content personalization​

Agent: content

personalization-agent - Customize messaging for industry/role

Step 5: Proposal assembly​

Agent: proposal

writer-agent - Generate PDF from templates

Step 6: Internal review​

Agent: /qa validate

Sales manager approval if needed

Step 7: Delivery​

Agent: /send

proposal - Email to prospect with tracking enabled

Usage​

To execute this workflow:

/workflow business/sales/sales-proposal-automation.workflow

See other workflows in this category for related automation patterns.