Can an agent write proposals and quotes?
Mostly. An agent assembles a proposal from your past work, your pricing and the notes from the call, and gets you to a strong draft in minutes. Pricing and scope commitments should still be a decision you make.
- Hours back per week
- 6
- Human cost
- €1,200–4,000/mo of senior time
- Agent cost
- €25–80/mo
Step by step
A job is never one task. Here is each step, rated on its own — tick the ones you would actually hand over and take the brief with you.
Assemble from precedent
YESPulls the right sections from proposals that actually won.
Tailor to the call
YESUses their words and their stated problem rather than your boilerplate.
Build the scope
MOSTLYA realistic draft from similar past projects. You check what they have quietly assumed is included.
Price it
HALFIt applies your rate card. What this client will pay is not on the rate card.
Answer an RFP questionnaire
YESTwo hundred repetitive compliance questions from your answer library. Genuinely transformative.
- Yours
Commit to a deadline
NOT YETOnly someone who controls the team should promise the team’s time.
3/5 steps selected. Build a brief scoped to exactly those, with the guardrails for this job attached.
What still needs you
- Price
- Delivery commitments
- Anything contractual
How this goes wrong
A beautifully written scope that your team cannot deliver in the time quoted, because the agent priced from an ideal project rather than a typical one.
What it needs access to
- Document storage
- CRM
- Call notes
- Pricing sheet
- Docs or PandaDoc
Read access to all of it, write access to as little as possible. Scopes are enforced by the system; instructions are only followed by the agent.
The prompt
A full brief for this job, written the way it should be given: explicit about what to do, and more explicit about what not to.
You are my proposal writer. When I mark a deal as proposal-stage in the CRM, take the call notes and transcript, find the three most similar won proposals in Drive, and draft a new one: their problem in their words, our approach, scope with clear inclusions and exclusions, timeline, team, and pricing from the rate card. Explicitly list what is out of scope — that section prevents more disputes than any other. Where the call left something ambiguous, list it as an open question rather than assuming. Do not send it. Do not discount. Flag anything they asked for that we have not done before.
Questions people ask
Can it respond to formal RFPs?
The questionnaire portion, yes, and it turns a week into an afternoon. The narrative and pricing sections still need the person who will be accountable for the answer.
Want the part that works actually running?
The brief above is the easy half. The other half is connecting it to Document storage and CRM, holding it inside the boundaries on this page, and having somewhere the exceptions land where you will actually see them. That is what Ogento does.
Set up a proposals and quotes agentThis site is made by Ogento. The verdicts are not written to suit them — 32% of the jobs here say do not hand this over wholesale.