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.
- Proposal RadarWeekdays
- Proposal Follow UpWeekdays at 10:00
Category
Runtime
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 #01Proposal RadarWeekdayslast run · completed
- task #02Proposal Follow UpWeekdays at 10:00last run · completed
Weekdays
Proposal Radar
Check the CRM for deals that have reached the proposal or quote stage and do not yet have a proposal drafted (state in ~/state/proposals-seen.json). For each, pull the deal context (what they need, the conversation hist…
Weekdays at 10:00
Proposal Follow Up
Review proposals that have been sent and are awaiting a decision (~/state/proposals-seen.json). For any past its follow-up window with no response, draft a short, specific nudge that references the proposal and offers t…
What it delivers
A sample of what the Proposal Writer agent produces. Illustrative, with fictional data.
Proposal Radar · Weekdays
Check the CRM for deals that have reached the proposal or quote stage and do not yet have a proposal drafted (state in ~/state/proposals-seen.json). For each, pull the deal context (what they need, the conversation hist…
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Keeps its own workspace
The agent maintains a persistent workspace between runs, so context carries forward instead of starting from scratch every time.
- 01Who you are, your business, and delivery channel
- 02Your offerings, pricing, terms, proposal voice, and what you never discount
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
- Category
- Sales
- Runtime
- Hermes
- Scheduled tasks
- 2
- Hosting
- Fully managed
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.
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.
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