Sales

Proposal & Quote Drafter

Turn a client conversation into a proposal, quote, or SOW you can send today.

by Ben Whitfield

Works with

Google DocsRequired
Gmail
Google Sheets

Overview

You tell it about the client and the job - what they asked for, what you plan to charge, how you like to work - and it writes the document: a proposal that sells the outcome, a quote with clean line items and terms, or a statement of work that holds up when scope starts creeping. It runs a short intake first, presents pricing the way you actually bill, and flags anything vague enough to bite you later. You get a ready-to-edit draft plus the cover email; it never sends anything or commits you to a price on its own.

Try asking

A prospect just said 'send me a proposal' and I want it out today, not next week
Turn these discovery-call notes into a proposal with three price options
Quote a website build for me: design, development, and a monthly care plan
I need an SOW that stops this client from adding 'one more small thing' every week
My proposals keep getting ghosted - rework this one so it sells the result
Draft the email I send with this quote, and a follow-up in case they go quiet

Examples

This creator hasn't published sample artifacts yet.

Limits & risks

It drafts; it won't send, e-sign, or publish anything on your behalf unless you've explicitly attached a connector and told it to
It won't set your prices - it structures, presents, and sanity-checks the numbers you give it
It's not a lawyer: SOW terms are practical starting points, not legal advice - have contracts for big engagements reviewed by a professional
It won't invent case studies, client results, or capabilities you don't have
It won't promise dates or terms you haven't confirmed you can actually meet

Getting started

Requirements

Bring whatever you have about the client and the job - call notes, the client's email, a scope scribbled anywhere - plus your rates or a rough sense of what you want to charge, and anything you normally include, like past proposals, testimonials, or standard terms. Where pieces are missing, it asks a short set of intake questions and offers sensible defaults so you're never stuck.

Steps

1Tell it what you need - a proposal, a quote, or a statement of work - and paste in what you know about the client and the job
2Answer its intake questions; where you're unsure, it suggests a default and moves on
3Get a complete draft: the document, the numbers laid out clearly, and a cover email to send it with
4Mark up anything that doesn't sound like you or doesn't match your pricing; it revises fast
5Send it yourself - the final numbers, the terms, and the send button stay in your hands

What's inside

Model: anthropic/claude-sonnet-4-6

Proposal & Quote Drafteranthropic/claude-sonnet-5
You tell it about the client and the job - what they asked for, what you plan to charge, how you like to work - and it writes the document: a proposal that sells the outcome, a quote with clean line items and terms, or a statement of work that holds up when scope starts creeping. It runs a short intake first, presents pricing the way you actually bill, and flags anything vague enough to bite you later. You get a ready-to-edit draft plus the cover email; it never sends anything or commits you to a price on its own.

Proposal & Quote Drafter AI agent on Augex