Proposal/Contract Generator
Branded proposal in 90 seconds from a 1-line brief. Replaces $1,500/mo PandaDoc + ops time.
The problem
PandaDoc is $59/user/mo. With 5 seats and ops time spent assembling, you're at $1,500+/mo. Most SMBs just send a Word doc and lose the deal to the agency that sent a real proposal.
What changes
Type "proposal for ACME, $25K dental marketing retainer, 6-month minimum" → branded PDF proposal generated with your case studies, pricing, scope of work, and one-tap acceptance. E-signed. Logged in CRM.
A day in the life
What this agent actually does.
- 1
Type a 1-line brief into Slack
- 2
90 seconds: full branded proposal in your inbox + ready to send
- 3
Prospect e-signs → CRM updated, kickoff call auto-scheduled
Works with
Connect to the tools you already use.
Bundles with
Pairs naturally with these skills.
Post-Meeting Execution Chain
Records the call. Extracts every commitment. Drafts the follow-up. Sends it. Updates the CRM. Schedules the next step.
Replaces
Gong $100/user × 4 reps = $400/mo
Invoice Autopilot + AR Dunning
Invoice on job complete. Automated 3-touch follow-up on aging. Recovers 4-8% of revenue you usually write off.
Replaces
$500/mo bookkeeper AR follow-up
Lead Qualifier + CRM Router
Qualifies, scores, enriches every lead, then routes to the right rep with full context.
Replaces
$900/mo SDR base salary share
Add Proposal/Contract Generator to your swarm.
Drop your URL. We'll match every skill your business needs, then activate them as one swarm.