Proposal Generation: Automated Quote Creation
Turn deal data into polished proposals and quotes automatically with your OpenClaw agent, so you respond to prospects in minutes instead of hours.
What You Will Get
After this setup, your OpenClaw agent will generate professional proposals and quotes based on the deal information in your pipeline. You provide a proposal template and pricing rules, and the agent fills in the details for each specific deal, including the prospect's name, company, selected products, pricing tiers, and terms.
The generated proposals are ready to send or share as documents. Each one follows your brand's format and includes all the sections a prospect expects: executive summary, scope of work, pricing breakdown, timeline, and terms. The agent can also adjust language based on deal size or industry.
The result is a dramatic reduction in proposal turnaround time. What used to take your team 30 minutes to an hour now takes seconds. Your prospects get faster responses, and your reps can handle more deals simultaneously without sacrificing quality.
Step-by-Step Setup
Follow these steps to configure proposal generation on your running OpenClaw instance.
Upload Your Proposal Template
Share your existing proposal document with the agent through chat. Include all standard sections: cover page, executive summary, scope, pricing table, timeline, and terms. The agent parses the structure and uses it as the base for all generated proposals.
Define Pricing Rules
Provide your pricing logic: product catalog, unit prices, volume discounts, and any conditional pricing tiers. The agent applies these rules to calculate accurate quotes for each deal. You can include formulas for things like annual vs. monthly billing or multi-year discount schedules.
Connect Deal Data
Link the agent to your CRM so it can pull deal details automatically. The agent reads the prospect's company name, selected products, deal size, and any custom fields you have set up. This means every proposal is populated with accurate, current information.
Set Approval Thresholds
Configure rules for when a proposal needs manager approval before sending. For example, deals above a certain dollar amount or deals with non-standard terms can be flagged for review. The agent pauses generation and notifies the approver through your preferred channel.
Generate a Test Proposal
Pick an active deal and ask the agent to create a proposal for it. Review the output for accuracy in pricing, correct prospect details, and proper formatting. Check that every section reads naturally and that the pricing math is correct.
Customize Per-Deal Variables
For deals that need special terms, discounts, or scope adjustments, tell the agent what to change before generation. You can override any field on a per-deal basis. The agent remembers these overrides and applies them only to the specific proposal.
Deliver the Proposal
Once reviewed, export the proposal as a PDF or share it via a link. The agent can attach the proposal to the CRM deal record and send it directly to the prospect's email if your email integration is connected. Track when the prospect opens the document.
Tips and Best Practices
Keep Templates Modular
Break your proposal into reusable sections so the agent can mix and match based on what the deal requires. A modular template lets you include or exclude sections like case studies, technical specs, or onboarding timelines without editing the entire document.
Include Social Proof
Add a section for customer testimonials or case studies that the agent can select based on the prospect's industry. Relevant social proof increases conversion rates on proposals significantly.
Version Your Templates
Keep older versions of your proposal template so you can track changes over time. If reply rates drop after a template update, you can quickly revert to a previous version while you investigate.
Frequently Asked Questions
Related Pages
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