Proposal & Quote Drafting Agent

Proposals out the same day, priced within policy.

A ready-to-build governance package for Sales & CRM. Your runtime enforces it; Agent Bob does not run the agent.

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Purpose

You want proposals drafted quickly from your approved pricing catalog. This agent writes the proposal and quote as drafts. A sales manager approves each proposal and any non-standard pricing before it is sent.

It will

Draft-only write to proposal/quote tool using approved pricing catalog — no send, no discount or pricing override without approval

It won't

Send proposals autonomously, apply discounts outside approved pricing rules, alter contract terms without sales manager approval

It asks a person first

Sales manager must review and approve each proposal and any non-standard pricing before it is sent

Tools

Database updates
File reading
Document writing

Database updates: Change records in a database.
File reading: Read documents you provide.
Document writing: Create or edit Word / Google Docs / Notion pages.

✋ Every outbound action needs your approval

Budget defaults

Per task: $0.50
Per month: $25
Actions a day: 20

The runtime pauses the agent at a limit. You can change every number in the builder.

Memory and autonomy

Session only. Nothing is kept once the session ends.

ClawMaven policy: session-only — prospect and pricing data not retained after draft handoff

Acts within limits: low-risk steps on its own, everything gated still stops for a person.

What you get

The 8-file governed package your runtime loads and enforces. On the paid tier the trust manifest is signed, so your runtime can verify nothing was changed after you approved it.

HANDOFF.md What your runtime has to enforce, file by file
agent-blueprint.json The agent's purpose, tools and settings
policy.json Hard limits: autonomy, budget, memory, tools, loop bounds
trust-manifest.json The integrity manifest your runtime can verify
routing.rules.json Which tools need approval before use
run-report-template.json What every run reports back
approval-gates.md The moments that must pause for a person
deployment-checklist.md What to check before it goes live

This is a governance specification, not a running agent. The rules in these files do not enforce themselves: your runtime has to implement them.

Start from this package

Bob pre-fills the builder with it and drafts the rest. You confirm every step.

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