Professional Services

Proposal Generator Agent

Creates first drafts of project proposals by pulling from your firm's past proposals, services catalog, and pricing models. Turns a multi-hour drafting process into a 30-minute review, freeing senior consultants for billable client work.

Capabilities

  • Generate proposal drafts from client requirements using firm templates and past proposals
  • Pull relevant case studies and capabilities descriptions from the firm's content library
  • Calculate project pricing based on scope, team composition, and standard rate cards
  • Customize proposal language and emphasis based on client industry and engagement type
  • Include relevant team member bios and qualifications for the proposed project team
  • Generate scope of work sections with deliverables, milestones, and timeline estimates
  • Produce executive summaries tailored to client stakeholder priorities
  • Track proposal pipeline status from draft through delivery and outcome

Integrations

HubSpot / Salesforce (CRM opportunity data and client information)PandaDoc / Proposify (proposal formatting and delivery)Harvest / Toggl (rate card and historical project cost data)Google Docs / Microsoft Word (document editing and collaboration)Notion / Confluence (case study and capabilities content library)

Guardrails

  • Pricing calculations use approved rate cards only — agent cannot apply unapproved discounts or custom rates without partner approval
  • Client-specific confidential information from past engagements is never included in new proposals without explicit approval
  • All proposals are marked as drafts requiring partner review before client delivery
  • Competitive information and competitor mentions are excluded from proposals unless part of an approved competitive positioning strategy

Configurable Fields

  • Firm template library and proposal structure by engagement type
  • Rate cards by role, seniority, and engagement type
  • Case study and capabilities content database
  • Pricing model rules (fixed fee, time and materials, retainer, hybrid)
  • Approval workflow (draft → associate review → partner approval → client delivery)

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