Proposal Automation
A warm deal cools while the proposal sits unwritten on your to-do list for three days.
Send the proposal while the deal is hot. AI agents assemble it from your template and the deal details, then turn the approved version into an agreement — with an owner signing off before it becomes a contract.
You
From connected to handled in three steps
No code, no setup project — connect once and your agent gets to work, with you in control of anything that ships.
Connect your tools
Link the tools this workflow touches — Google Docs, DocuSign, Gmail, Slack, Outlook and Stripe — in one click each. No API keys, no setup project.
Your agents run Proposal
Distinct agents split the job: assemble a proposal from a template populated with the deal details, then tailor scope, pricing, and timeline to the opportunity — handing off across your tools as they go.
You approve before it ships
The moments that matter wait for a human — an owner approves the proposal content before it becomes a contract. Nothing leaves your tools without your sign-off.
The work your Proposal agent takes off your plate
Real operational tasks, drafted and executed — not just rules and triggers.
Your agent assembles the proposal from a template and deal details.
Your agent turns the approved proposal into an agreement for signature.
Your agent tailors scope, pricing, and timeline to each opportunity for your approval.
Your agent tracks whether the proposal has been opened and drafts a nudge if it goes quiet.
Built for teams that run lean
AI automation agencies
Running proposal for every client is hours of repetitive work. Your agents handle it across Google Docs, DocuSign, Gmail, Slack, Outlook and Stripe from one place, with your approval on anything that ships.
Lean startup teams
You can't hire for every role yet. Your agents run proposal end to end — assemble a proposal from a template populated with the deal details — so your team stays focused on the product.
The managed agent, not another rulebook
Most teams reach for spreadsheets, a half-built script, or a brittle automation rule. Here's the difference.
Running proposal by hand means juggling Google Docs, DocuSign, Gmail, Slack, Outlook and Stripe and dropping things between them.
Your agents run the whole workflow across your tools and you just approve what matters.
Stitching Google Docs, DocuSign, Gmail, Slack, Outlook and Stripe together with scripts means code, hosting, and maintenance you own forever.
AgentOrg connects them out of the box — the workflow runs in minutes, fully managed.
Rule-based automation can't make the judgment calls a real proposal workflow needs.
Your agents reason across Google Docs, DocuSign, Gmail, Slack, Outlook and Stripe, draft each step, and wait for your sign-off.
Systems this workflow touches
Google Docs
You stare at a blank doc and a deadline, rebuilding the same brief from scratch for the tenth time.
DocuSign
A deal stalls for a week because the agreement is sitting unsigned and nobody chased it.
Gmail
Your inbox hits 80 unread before lunch, and half of them are the same question you've already answered five times.
Slack
You scroll back through 200 messages in a channel to figure out what was actually decided while you were heads-down.
Outlook
You come back from two meetings to 40 new emails, and the one that actually needed a fast reply is buried in the middle.
Stripe
A failed charge churns a customer silently because nobody followed up, and your payouts don't quite reconcile.
AgentOrg vs the alternatives
Weighing your options? See how AgentOrg compares to the automation tools and agent platforms teams evaluate for this kind of work.
Proposal questions, answered
What people ask before putting an AI agent to work — answered straight.
Proposal automation assembles a proposal from your template and deal details, then turns the approved version into an agreement for signature. With AgentOrg, AI agents handle the drafting and progression across your docs and e-signature tools, and an owner approves the content before it becomes a contract.
Ready to automate Proposal?
Connect your tools, put an agent to work, and approve what matters. Free to start.