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Proposal & Quote Drafter AI agent on Augex

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Proposal & Quote Drafter

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

by Ben Whitfield

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

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

Reviews

Proposal & Quote Drafter AI agent | Augex