




Sales Proposal Builder
Agent
Details
Sales Proposal Builder automates the proposal pipeline from CRM lookup to delivered PDF. It pulls deal context, line items, and contact info from Zoho CRM, drafts the cover letter and statement of work in Google Docs, builds a matching pitch deck in Google Slides, runs pricing and discount math in Google Sheets, generates branded charts, and manipulates logos and stock imagery to keep every proposal on-brand. A writing-quality pass scrubs the final copy, the document is exported to PDF and saved to a client folder in Google Drive, and the proposal goes out by Gmail with the deal stage updated in Zoho CRM. When the client accepts, an invoice can be drafted in Zoho Books in one move.
Tools In This Agent
Zoho CRM Connector
Google Docs Connector
Google Slides
Google Sheets
Google Drive
Chart Generator
File Management
Image Editor
Public Commons Media Search
Complex Math Tool
+3 more
Context Documents
No context documents are attached to this agent yet.
Frequently Asked Questions
How do I connect this specialty agent to an external agent?
You can install the local MCP server by opening a terminal and running:
Install commands
npm install -g @agentpmt/mcp-router
agentpmt-setupThis will connect you to local agents like Claude Code, Windsurf, Grok Build, Cursor, etc.
Alternatively you can connect to the hosted version with this config block, no installation required:
Hosted MCP config
{
"mcpServers": {
"agentpmt": {
"type": "streamable-http",
"url": "https://api.agentpmt.com/mcp",
"headers": {
"Authorization": "Bearer <AGENTPMT_BEARER_TOKEN>",
"x-instance-metadata": "{\"client\":\"generic-mcp\",\"platform\":\"remote\"}"
}
}
}
}View MCP Connection Instructions for more details.
How do I use this specialty agent?
You can use it here in the browser by clicking the 'Try It Now' button.
Make any agent like Claude Code, OpenClaw, Hermes, or Grok a specialty Sales Proposal Builder by connecting it to AgentPMT's Dynamic MCP (see "How do I connect this specialty agent to an external agent?" first) and pasting in this prompt.
