SocioFi
Technology

AI-Native Development: Human Verified

Sales

Proposal Drafter

Takes project briefs or client requirements and generates first-draft proposals in your brand format. Includes scope, timeline, and pricing from your templates. Reduces proposal turnaround from days to hours.

$249/month
Deploy This Agent →All Agents
How It Works

The agent lifecycle

Every agent follows a reasoning-action loop. It receives inputs, reasons about them, takes action, verifies the output, and delivers results.

Receive
Step 1
Reason
Step 2
Act
Step 3
Verify
Step 4
Deliver
Step 5
What It Does

Capabilities

Every capability is configured during setup based on your workflows and tools.

Brief-to-Proposal
Reads project briefs, emails, or meeting notes and drafts a structured proposal.
Template Matching
Uses your existing proposal templates so output is already in your format.
Scope Generation
Breaks the project into deliverables with effort estimates based on your history.
Pricing Population
Fills in pricing from your rate card or pricing matrix.
CRM Attachment
Saves the draft to the correct deal in your CRM automatically.
Integrations

Works with your existing tools

We handle the integration setup. You just tell us what software you use.

Google Docs
Integration
HubSpot
Integration
Pipedrive
Integration
Email
Integration
Templates
Integration
Setup & Configuration

Configured for your business

  • →Setup takes 3-5 business days from purchase
  • →We connect to your existing tools — no dev work needed from you
  • →Configuration call to define your rules, schedules, and preferences
  • →Test run with sample data before going live
  • →Engineer oversight during the first 2 weeks of operation
A SocioFi engineer reviews every agent deployment before it goes live.
Proposal Drafter
$249/month
Everything included in your subscription:
  • Agent software license
  • Initial setup & configuration
  • All integrations listed above
  • Monitoring & uptime alerts
  • Monthly performance report
  • Engineer support via Slack
Deploy This Agent →
Common Questions

FAQ — Proposal Drafter

Do I still review the draft?▾
What if each proposal is completely custom?▾
How long does setup take?▾
What if the agent makes a mistake?▾
Can I pause or cancel anytime?▾
Do I need technical knowledge to use this?▾
Related Agents

Often deployed together

Ready to deploy the Proposal Drafter?

Setup takes 3-5 business days. We handle everything.