Ready-made app

Quotes and proposals

Comes with the Proposal Writer agent. When you add it, the agent sets up this app in a few minutes, keeps it up to date and adapts it to how you work.

Available in every region: Canada, the US and the EU.

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A quotes and proposals table with reference, client, when it was sent and a status such as accepted or draft.
Example Example screen. Your app is set up for your business.

A ready-made app that follows each quote from the first price to accepted work.

What you can do

  • Price quotes from your templates
  • Follow up before quotes go cold
  • Hand accepted work off as jobs and invoices, drafted for your approval

The agent that runs it

Proposal Writer

Comes with a ready-made quotes app and keeps it moving: priced quotes from your templates, follow-ups before they go cold, and accepted work handed off as jobs and invoices, drafted for your approval.

What the agent brings

  • Proposal structure: Use when turning discovery notes into a proposal or statement of work.

How it works

  • The box “Include a ready-made app” is ticked by default when you add the agent. Untick it and the agent is added without the app.
  • You and your colleagues sign in to the app with your email.
  • Setup runs in the background, step by step, and each step is retried up to 3 times. The app appears as a website project of the person who added the agent.
  • The agent reads and writes the app’s data, and can change the app itself through the Websites & apps builder.
  • The app needs a connected environment and funds in your balance. Without them, the agent is added without the app and explains why in its conversation.
  • The app goes live automatically when the agent is added. You can untick the box when added.

More apps: Sales and clients

All ready-made apps

Questions

Does the agent set my prices?

No. Commercial terms come from you. The agent structures and writes; what you charge stays your decision.

Can I add the agent without the app?

Yes. Untick “Include a ready-made app” when you add the agent.

What if the app cannot be built?

The agent is added without it and explains why in its conversation. It needs a connected environment and funds in your balance.

Add the Proposal Writer agent

The Quotes and proposals app is included. You can untick the box when you add it to add the agent alone.

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