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.
- Category
- Sales
- Scheduled tasks
- 2daily
- Runtime
- Hermes
- Works with
- HubSpotPipedriveGoogle SheetsGmailSlack
- Hosting
- Fully managed, always on
- Proposal RadarWeekdays
- Proposal Follow UpWeekdays at 10:00
- Mon
- 10:00Proposal Follow Up
- Tue
- 10:00Proposal Follow Up
- Wed
- 10:00Proposal Follow Up
- Thu
- 10:00Proposal Follow Up
- Fri
- 10:00Proposal Follow Up
The moment it happens.
The Proposal Writer agent does not wait for its next scheduled check. Connect a trigger and it starts the second the event arrives. Until you do, its schedule covers the same work.
Cal.com webhook
When: Meeting ended
Proposal drafted from the sales call while it is fresh, priced only from your offer
Signed webhook
When: Proposal signed
Chasing stops the moment a proposal is signed, and you hear about the win
How the Proposal Writer agent works
Every run reads from the tools you connect, works through its brief, and keeps what it learns in a persistent workspace, so context carries forward instead of starting from scratch.
Connect the ones you use. It works with what it has.
- Proposal RadarWeekdays
- Proposal Follow UpWeekdays at 10:00
Keeps in its workspace
- Who you are, your business, and delivery channel
- Your offerings, pricing, terms, proposal voice, and what you never discount
A report after each run
Sent to your Slack, Telegram, or another channel you connect.
Drafts that wait for you
Anything that leaves your business is written for your approval, not sent on its own.
Answers in chat
Ask it about its work any time from the agent's chat in your dashboard.
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.
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…
About 5 runs a week
Task 02Weekdays at 10:00
Proposal Follow Up
Review proposals that have been sent and are awaiting a decision (~/state/proposals-seen.json, shared with the Proposal signed trigger). Skip any marked signed…
About 5 runs a week
What it delivers
Each run ends with a message in your channel. Here is the brief the Proposal Writer agent's first task works from.
Proposal Writer agentAGENTWeekdays
Proposal Radarcompleted
The brief: Check the CRM for deals that have reached the proposal or quote stage and do not yet have a proposal drafted…
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 worksSee pricing
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Proposal Writer template questions
What does the Proposal Writer agent template do?
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.
Which runtime does the Proposal Writer agent use?
It runs on the Hermes runtime in a dedicated cloud environment that Qoren provisions and keeps online for you.
How often does the Proposal Writer agent run?
On a schedule you control. Out of the box it runs weekdays, weekdays at 10:00. You can change the cadence, or trigger it on demand. It also reacts the moment something happens: meeting ended, proposal signed, once you connect those triggers.
Will the Proposal Writer agent do things without my approval?
No. It drafts and prepares the work, and you stay in control of anything that leaves your business. A reply, an invoice reminder, or a public post is written for your approval, not sent on its own.
What do I need to connect before it works?
Start from the template and connect the tools it needs, then set a model key: use the managed key included with your plan, or bring your own on any plan. The Proposal Writer agent runs on the Hermes runtime.
Part of the Agency Account Manager.
The Agency Account Manager does this job and 3 more in one agent.
Explore use cases- Full-time hire · 4 duties
AI Agency Account Manager
aka “Account Manager”
Every client onboarded, every call written up, every report drafted, and every renewal seen coming.
- New clients chased for assets and access until onboarding is done
- Call notes and owned actions the moment the transcript lands
- A one-page report drafted for every client, every week
- Monthly: renewals coming up and clients going quiet
Reacts toBooking createdTranscript ready+2Weekly on Friday at 15:00+7 more
+5Works with Gmail, Google Calendar, Fireflies, HubSpot, Pipedrive, Google Sheets, Google Analytics, Stripe, Notion, Slack.8 tasks - Operations
Client Onboarding Agent
aka “Client Onboarder”
Chases assets, access, and answers until the checklist is done. New clients welcomed the moment they land, nudges drafted, the owner told only what needs them.
Reacts toCheckout completedContract signed+1Every 30 minutes on weekdays, 08:00 to 18:00+1 more
Works with Gmail, HubSpot, Google Sheets, Notion, Slack.2 tasks - Assistant
Meeting Notes & Action Items Agent
aka “Meeting Scribe”
Turns every meeting into clean notes, decisions, and action items with owners and due dates, delivers them to your channels, and tracks the open actions until they are closed.
Reacts toTranscript readyMeeting endedEvery 30 minutes on weekdays, 07:00 to 19:00+1 more
Works with Google Calendar, Fireflies, Gmail, Slack, Notion.2 tasks
Deploy the Proposal Writer agent today.
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