AI agents · Use cases
AI agents for proposal and contract drafting
Assembling proposals and contracts from templates is slow and repetitive. An AI agent produces the first draft from your templates and inputs, so your people review and refine instead of starting from a blank page.
The problem
Drafting from scratch is slow and inconsistent
Every proposal or contract means pulling the right template, populating the details, adjusting the standard sections, and checking nothing's missed. It's repetitive, it's slow, and done under time pressure it's inconsistent.
The delay can cost the deal, and the inconsistency can cost more.
What it does
What a drafting agent does
A drafting agent handles the assembly, population and gap-flagging a person currently does by hand, in sequence.
Assemble
Selects the right template for the situation.
Populate
Fills in the client, scope, pricing and terms from your inputs and systems.
Adapt
Adjusts standard sections to fit the specifics.
Flag
Highlights gaps, missing inputs or anything that needs a decision.
Route
Sends the draft to the right person for review and approval.
The real value
Drafting connected to the deal and the approval chain
The agent doesn't draft in a vacuum. It pulls from your CRM or deal data so the draft reflects the real opportunity, and it feeds into your review and sign-off workflow.
A won opportunity or accepted quote triggers the draft automatically.
The draft moves through the right approvals rather than sitting in someone's drafts folder.
Signed documents update the CRM and kick off onboarding or delivery downstream.
The document keeps pace with the deal, instead of the deal waiting on the document.
Accuracy & control
Drafts, not decisions
The agent produces a first draft to accelerate your people, never the final word. Every proposal and contract is reviewed and approved by a person, because the commercial and legal judgment is theirs.
The agent flags what needs attention rather than papering over it, and every version is logged.
Where it helps
Where drafting agents help
The same capability shows up across industries, on different document types:
How we build
How we build it
We start with the workflow, not the tool. We map how the work moves and where a person stays in control, build and pilot the agent on one real workflow, then roll it out and connect it to the systems the work needs to reach. It works inside the tools you already use.
FAQ
Frequently asked questions
What is a proposal or contract drafting agent?
An agent that assembles a first draft from your templates and inputs, populating the details and flagging gaps, so your people review and finalise rather than starting from scratch.
Will it send contracts without us checking?
No, never. Every proposal and contract is reviewed and approved by a person. The agent drafts; the commercial and legal decisions stay with your team.
Does it use our templates and language?
Yes. It works from your templates and standard terms, so drafts are consistent with how your business actually contracts.
Can it pull deal details automatically?
Yes. It draws from your CRM or deal data so the draft reflects the real opportunity.
How do we get started?
Show us one task your team currently does by hand. We'll build an AI agent that does it, free, running on your real work for 30 days.
Keep reading
Related
- Capability
AI agents overview
How our agents work, across every use case and industry.
Read more - Capability
Custom integrations
The connections that let CRM data feed the draft.
Read more - Use case
AI agents for document processing
The related capability for reading and routing the documents that come back.
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What clients say
Josh is a master of his trade. He has a unique ability to simplify processes and create a workable solution that can be implemented by a team. He went over and above the call of duty and created trainings so my team could start using the set up he created for us.
Get started
Show us one task your team does by hand
We'll build an AI agent that does it, free, running on your real work for 30 days. No access to your systems, no cost, and no obligation at the end.