Quotes & Proposals Agent

Call note in.
Priced proposal out.

Hand it a call note or an enquiry and it does the whole job: picks your template, prices from your rate card at your margins, attaches the right proof, and files it in the CRM. Nothing goes out until a real person has read it and signed it off.

QP
Quotes & Proposals Agent
Call note to priced proposal
RunsOn CRM trigger + on demand
FormatsQuote · SoW · Proposal · RFP
Price sourceYour rate card + catalogue
TurnaroundMedian 42 min · max 2 hrs
ApprovalSent only after you sign off
From£600 / month
What it does

The whole quoting job, delegated.

Most of what takes your senior team hours is lookup work: what we charged a comparable client, which case study fits, which SoW template. The agent works that out across your CRM, rate card and files — and hands you something to sharpen, not start.

01

Reads the enquiry

Email, CRM note, discovery-call transcript, or a one-line brief from you.

02

Picks the right template

Quote for small fixed-scope, SoW for projects, proposal for retained work.

03

Prices at your margins

Never guesses. Pulls live from your rate card or CRM, applies your margins, shows its working.

04

Attaches proof

Two case studies chosen by sector and shape of work.

05

Files the draft

Creates the CRM opportunity, attaches the PDF, notifies the owner.

06

Waits for you

Nothing reaches a client until a real person approves. Revisions go back into its voice model.

A typical morning

Enquiry at 9:12. Proposal sent at 10:22.

09:12

Enquiry lands.

Aldwych Studios send a brief via Pipedrive. The agent reads it, spots a £4–6k fixed-scope piece.

09:54

Draft filed.

Priced at £4,200 using your November rate card. Two case studies attached. Confidence 94%.

10:20

You sharpen.

Edit two lines, drop a case study. The agent learns both edits for next time.

10:22

Sent.

Client gets a polished, on-brand proposal 70 minutes after enquiry. Opportunity moved to "Quote Sent."

The math

One extra quote a week pays for it.

For most clients the bottleneck on proposals isn't skill — it's finding forty minutes of senior time in a busy week. Ship an extra two to five proposals a month and the agent has paid for itself before tea.

Time to first draft
42 min

Median, across 600+ quotes in the last year.

More proposals
+38%

Shipped per month, blended across clients.

Mis-priced
0

Quotes gone out wrong in the last 90 days.

Get started

Let's quote the first one together.

On a free 30-min call we'll run your next real enquiry through the agent and send you the draft it produces. No deck, no deposit.