Agents › Sales
HubSpot Proposal Agent
After each sales call it reads the notes in HubSpot, builds the proposal in Word from your own template, and logs it on the deal. Your consultant reviews a draft the same day, so the proposal goes out this week.
15 minutes. You'll see how it would run at your business, the hours it frees up and what it costs.
- ✓Reads the call notesafter each call
- ✓Builds the proposal from your templateper client
- ✓Logs it in HubSpotright away
The proposal goes out this week, not next week.
HubSpot
WordHow it works
The agent does the job from start to finish, on its own schedule. Your team talks to it in Slack or Teams.
Starts after the call
When a sales call is logged on a deal in HubSpot, it reads the call notes and the client's details.
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Pulls out what the client needs
It finds the problem, the scope, the timing and the next steps the client agreed to on the call.
Builds the proposal
It makes a new Word file from your proposal template and fills it in for this client.
Saves a PDF copy
Once your consultant is happy with it, it saves a PDF copy ready to send.
Logs it in HubSpot
It adds a note and a task on the deal with a link to the proposal, and moves the deal stage.
What you get
A draft is ready the day of the call, not after a week of writing.
What the client said they need ends up in the proposal.
Each proposal is logged on the deal in HubSpot, so you know what's out.
What this looks like at your business
Proposal draftA draft built from your template after each sales call.
Designed for consulting firmsProposals loggedEach proposal linked on its deal with a follow-up task.
Designed for consulting firmsCall notes usedScope, timing and next steps taken from the call notes.
Designed for consulting firmsBuilt for your company
Your version, set up around how you work
No two businesses run this job the same way. Your HubSpot Proposal Agent follows your process, your rules and your software, not a template.
Your sections, your voice, and your standard terms.
Which services to offer for which needs, and what always gets left for your consultant.
Which deal stage it moves to, and what follow-up task it adds.
The consultant on the deal, or a senior lead for bigger work.
Works in the software you use
You make the key in your own accounts. Nothing to install on your computers.
Part of a team of agents
Agents pass work to each other, so a job keeps moving without someone on your team handing it along.
Writes the kickoff plan from the sales call and sets up the project once the client signs.
New clients start on time, without anyone chasing.
See this agent →
Reads each client call and sends the consultant a private review, while the Proposal Agent turns the call into a proposal.
Consultants coached after each call.
See this agent →Built for
Book a 15-minute call
Get your version of the HubSpot Proposal Agent
Bring how your team does this job today. In 15 minutes you'll know how your version would run, the hours it frees up and what it costs.
Questions about the HubSpot Proposal Agent
Is my customers' information safe?
Yes. The agent reads only the deals and notes its job needs, in your own HubSpot and Microsoft 365. Client details never go into public AI. Agents connect to AI through business-grade connections audited under SOC 2.
Will it send proposals on its own?
No. Your consultant sets the price, reads the draft and sends it.
Can it follow our way of writing?
Yes. It builds from your own template and your rules for what goes in.
Will it change my HubSpot data?
It adds notes and tasks and moves the deal stage, as your rules say. It doesn't touch anything you didn't give it access to.
Can I turn it off?
Yes. Delete the app in HubSpot and the agent loses access right away.
What does it cost?
You get the price on the call, along with the hours it saves your team.