Proposal & estimate drafter
Attach a client brief and the agent drafts a scoped, priced proposal with assumptions and flagged open questions, pressure-tests it, and hands it to you to approve and send.
Saves you ~3.2 h / run
How it works
- Trigger
- When you start the “Draft proposal” workflow.
- Job
- Scope the brief, draft the proposal, review it.
- Outcome
- A decision-ready proposal or evaluation pack with evidence, tradeoffs, and next steps.
What it installs
Agents 3
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Proposal Agent
Drafts a scoped, priced proposal with assumptions and open questions.
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Proposal Reviewer
Reviews the draft proposal against the proposal skills before approval.
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Proposal & estimate drafter Quality Reviewer
Checks primary evidence, domain controls, deliverable completeness, and communication quality, stopping the run when the work is wrong, unsupported, incomplete, or uncertain.
Teams 1
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Proposal Desk
Drafter and reviewer who turn a brief into a defensible proposal.
Workflows 1
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Draft proposal
Scope the brief, draft the proposal, review it, and hand off for approval.
Skills 3
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proposal-writer
Draft persuasive, well-scoped proposals: outcome-led structure, priced options with anchoring, assumptions, and exclusions. Adapted from claude-office-skills/skills/proposal-writer.
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brief-intake
Scope a brief by scanning available sources, synthesizing a structured intake, and flagging gaps and open questions. Adapted from anthropics/knowledge-work-plugins/brief.
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client-report
Produce consistent, audience-calibrated client-facing deliverables with explicit terms and disclaimers. Adapted from anthropics/financial-services/client-report.
Setup guide
How to Draft Proposals and Estimates
A practical guide to drafting scoped proposals and estimates with priced options, assumptions, exclusions, and approval.
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