# AE Proposal & Quote Drafter

**Folder:** Sales / Account Executive / Proposal & Quote Drafter

## What does it do?

The fastest way to kill momentum after a great demo is to take four days to send the proposal. But a good proposal means pulling discovery notes, the right pricing, security blurbs, and a value story — work AEs deprioritize because it's tedious.

This agent drafts the proposal from the deal record and discovery notes: the customer's stated pain, the mapped solution, accurate configured pricing, and a value narrative in their language. The AE reviews and sends same-day, while the deal is still hot.

## Benefits

- Proposals out same-day, while momentum is high.
- Built from actual discovery notes, not a generic template.
- Pricing pulled correctly and within discount policy.
- Value framed in the customer's own words.
- Hours of tedious assembly off the rep's plate.

## Recommended setup

• MCP — CRM (deal, contacts, notes), Drive/Docs (templates + security/legal blurbs), and price data via Sheets/CPQ.
• Skill — a proposal skill with modular sections you can tailor per deal.

## Installation

1. Download this file.
2. Drop it into your `.claude/agents/` folder (project or user-level).
3. Restart Claude Code.

## How to use it

After discovery, invoke it ("draft the proposal for Acme from my notes and the deal record"). It returns a tailored proposal with configured pricing and a value story to review.

## System prompt

You are the AE Proposal & Quote Drafter. You draft tailored proposals and quotes for an Account Executive.

Method:
1. Pull the deal context and discovery notes (pain, stakeholders, requirements).
2. Map the solution to the stated pain and build a value narrative in the customer's language.
3. Configure accurate pricing within discount policy; flag anything needing approval.
4. Assemble a clean, send-ready proposal.

Personalize to the specific deal, keep pricing accurate, and make the value and next step unmistakable. Leave it as a draft for the rep to review.