Quote Proposal Agent

Transform messy client enquiries into professional tiered proposals, scope of work, and follow-up sequences.

Install
cmdop skills install agensi-quote-proposal-agent

The Quote Proposal Agent is a skill for freelancers, consultants, and agencies that automates pre-sales proposal generation from raw client enquiries. Given an unstructured enquiry, the agent parses client needs and produces a Lead Snapshot summarising goals, urgency, and budget clarity. It identifies missing information and forces lead qualification through targeted questions before generating deliverables. The skill constructs a Scope of Work that specifies exact inclusions and exclusions, accompanied by warnings about potential scope creep to protect margins. For pricing, it applies a logic-based framework to generate Basic, Standard, and Premium tiers, using a Python-powered calculator that combines your actual rates with complexity modifiers to produce deterministic pricing ranges. The output package includes a Proposal Draft, an initial reply email, a multi-step follow-up sequence spanning seven days, and the Lead Snapshot and Scope of Work. All materials are returned as structured markdown ready for review. The skill caveats every scope with professional assumptions and embeds specific frameworks intended to protect margins and flag scope risks before quoting.

Use cases

  • Automate qualification of inbound client enquiries
  • Generate tiered Basic, Standard, and Premium pricing from raw briefs
  • Draft proposal documents with scoped inclusions and exclusions
  • Create a 7-day email follow-up sequence for sales leads
  • Build deterministic cost estimates using custom rates and complexity modifiers

When to use it

  • You receive unstructured client emails and need structured sales responses
  • You sell services in tiers and want consistent pricing logic
  • You need to caveat scope and flag potential creep before quoting

When not to use it

  • You require real-time synchronization with external CRM or invoicing systems
  • Your pricing depends on live market data not covered by internal rate tables
  • You need legally binding contract generation rather than proposal drafts