The Proposal Builder Coordinator is responsible for converting spoken client input into structured, accurate, and customized sales proposals. It supports the Sales team by streamlining the intake of verbal requests, automating proposal creation, and ensuring all proposals align with pricing standards and client expectations. This agent transcribes voice inputs, interprets purchase intent, references internal pricing databases, and populates a standard proposal template. The agent enhances proposal speed, consistency, and precision while reducing manual errors and turnaround time.

Skills: Speech-to-text transcription to accurately convert verbal client input into written format Intent recognition and summarization to extract key purchase requirements from spoken input Proposal generation and formatting using standard templates and brand guidelines Product/pricing database referencing to ensure accurate inclusion of pricing and service details CRM integration for syncing client information and tracking proposal status Error checking and validation to ensure consistency in pricing, deliverables, and scope Workflow automation for rapid turnaround and reduced manual proposal assembly Sales alignment and communication to reflect custom needs, promotions, or client history

Agents | Software as a Service Agents