An autonomous AI agent platform: you give an agent a goal in plain English and it plans, uses real tools, and delivers the finished work.

Is there a free plan?

Yes. Actus has a free plan to get started, with paid plans that add higher limits and advanced features like scheduled automations and team workspaces.

Can agents run automatically on a schedule?

Yes — agents can run hourly, daily, or on a custom cadence, so routine work happens automatically without you starting it each time.

How is Actus different from a chatbot?

A chatbot replies with text. An Actus agent takes action: it uses real tools to research, write, build, and send, then returns a finished deliverable instead of just advice.

Do I need to know how to code?

No. You describe your goal in plain English and the agent plans and executes the steps. Agents can write and run code when a task needs it, but you never have to.

Do I stay in control of what an agent does?

Yes. Irreversible actions require your approval, every run has budget and step limits, and each step is logged so you can see exactly what happened.

← Back to Blog

AI Agents for Proposal and Quote Preparation: A Step-by-Step Guide

Actus · September 29, 2026

proposalsquotesAI agentssales automation

AI Agents for Proposal and Quote Preparation: A Step-by-Step Guide

Preparing a proposal or quote can consume hours of copy-pasting, formatting, and searching for the right pricing. An AI agent can organize this work by extracting request details, matching services, preparing pricing, drafting the document, and routing it for approval.

Start with the inquiry

A complete inquiry includes customer name, business, location, requested services, scope, timing, budget indication, and decision process. Many initial requests lack most of these. The agent should identify gaps and prepare questions before drafting the proposal.

Match the request to standard offerings

Most businesses have a fixed set of services, packages, or pricing tiers. The agent should compare the inquiry with available offerings and flag mismatches. If the request falls outside standard scope, it should route the case to a human for custom pricing.

Prepare pricing and terms

Pull pricing from the approved source. Include scope, deliverables, timeline, terms, and exclusions. Do not invent numbers, discount authority, or promise delivery dates unless the rules provide them. Missing information should pause the draft, not trigger a guess.

Draft the proposal structure

A solid proposal includes a summary of the customer’s need, proposed scope, deliverables, pricing, timeline, terms, next steps, and contact information. It should use the business’s actual voice and reflect the conversation that preceded it. Avoid inserting unverified claims about the customer’s business.

Add quality checks

Review completeness, consistency with the inquiry, pricing accuracy, timeline feasibility, and clarity. Check that contact details match the approved source and that terms reflect current policy. Flag risks such as tight timelines, custom work, or unclear scope.

Require approval for sending

The agent should prepare the draft and route it for review. The owner confirms pricing, scope, and terms before the document reaches the customer. Once the pattern is validated, low-risk standard proposals may become more automatic.

Track proposal outcomes

Measure time from inquiry to sent proposal, percentage requiring custom pricing, acceptance rate, time to decision, reasons for rejection, and common questions. Use this data to improve templates and qualification.

Conclusion

Proposal preparation works best when it organizes information, applies rules, and prepares a complete draft for review. Actus can connect inquiry analysis, service matching, pricing, drafting, and approval into a clear workflow. Learn more at https://actusagent.cc.