ZBrain
Log in
Book a demo
Book a demo
Agents Proposal Finalization Agent
Proposal Finalization Agent Icon

Proposal Finalization Agent

Consolidates feedback from multiple stakeholders and synchronizes finalized proposals across CRM and ERP systems.

Finalizing client proposals often involves coordinating input from multiple stakeholders, including managers, legal teams, and reviewers. Manual consolidation of this feedback can be time-consuming, prone to errors, and may result in inconsistent documents or delayed approvals, affecting deal timelines and operational efficiency.

The Proposal Finalization Agent gathers and integrates feedback from all relevant stakeholders, creating a unified, comprehensive version of the proposal. By intelligently reconciling comments, approvals, and revisions, it ensures that all inputs are accurately reflected and that no critical feedback is missed.

Once the proposal is finalized, the agent automatically synchronizes the approved document with enterprise systems such as CRM and ERP platforms. This ensures version control, captures digital certifications, and provides a reliable, auditable record of the final proposal. By handling feedback consolidation and system updates efficiently, the agent reduces manual effort, minimizes errors, and accelerates proposal finalization, supporting faster deal cycles and scalable growth.

Accuracy
TBD

Speed
TBD

Input Data Set

Sample of data set required for Proposal Finalization Agent:

PROPOSAL DRAFT v2.9 - FOR FINAL APPROVAL


Project: Helios Suite Cloud Integration
Client: Apex Solutions
Proposal ID: QD-2024-78B
CRM Deal ID: SFDC-098124




1. Executive Summary


Quantum Dynamics proposes the implementation of our Helios Suite, a comprehensive cloud infrastructure solution designed to enhance scalability and operational efficiency for Apex Solutions. This initiative will streamline data workflows and reduce IT overhead by 30%. [COMMENT - S. Jenkins, Sales Lead: Let's make this stronger. Change '30%' to 'up to 35%' based on the final projection models.]


2. Proposed Solution


The Helios Suite includes three core modules:


    

  • Helios Data Fabric
    • 

  • Helios Compute Grid
    • 

  • Helios Security Sentinel
    • 



[COMMENT - M. Chen, Tech Architect: We need to explicitly state that the Compute Grid includes 200 hours of onboarding support. This is a key differentiator.] Implementation will follow a phased approach over three months, ensuring minimal disruption to ongoing operations.


3. Pricing & Commercials






Item
Unit Cost
Quantity
Total Cost






Helios Suite License
$150,000
1
$150,000




Implementation Services
$45,000
1
$45,000




Total Investment


$195,000






Payment terms are Net 30. [LEGAL_FLAG - L. Cruz: The Master Service Agreement (MSA-451) requires Net 45 payment terms for contracts over $100k. This must be updated for compliance.]


4. Approval


This document is submitted for final review and approval. All feedback has been incorporated from previous review cycles.


Approved By:
[APPROVAL - D. Miller, VP Sales - CertID: 4a2b-8c7d-e9f0 - 2024-10-26T17:00:00Z]

Deliverable Example

Sample output delivered by the Proposal Finalization Agent:

Proposal Finalization Report


Status: COMPLETE
Proposal ID: QD-2024-78B
Client: Apex Solutions
Final Document Version: v3.0 (Final)
Timestamp: 2024-10-26T17:05:12Z




1. Overall Summary


The proposal for Apex Solutions (Helios Suite Cloud Integration) has been successfully finalized, formatted, and synchronized with all systems of record. All reviewer feedback and compliance requirements from the final draft have been addressed and integrated.


2. Formatting and Version Control


    

  • Version Control: The document has been versioned from v2.9 to v3.0 (Final).
    • 

  • Formatting: Corporate branding standards have been applied, including standard headers, footers, and typography. The document is now ready for client presentation.
    • 

  • Action Log: A clean, client-facing PDF version has been generated and stored in the central document repository.
    • 



3. Feedback Consolidation Summary


All annotations from the final draft have been processed and integrated into the final version.






Reviewer / Source
Comment / Flag
Action Taken






S. Jenkins (Sales)
Change IT overhead reduction from '30%' to 'up to 35%'.
Integrated: Executive summary updated accordingly.




M. Chen (Tech)
Add '200 hours of onboarding support' to the Compute Grid description.
Integrated: Solution description updated.




L. Cruz (Legal)
Payment terms must be 'Net 45' to comply with MSA-451.
Integrated: Pricing section updated to 'Net 45'.






4. System of Record Synchronization


The finalized proposal and its associated metadata have been synchronized across enterprise platforms.






System
Record ID
Status






Salesforce CRM
SFDC-098124
SUCCESS: Deal stage updated to Proposal Sent.




Salesforce CRM
SFDC-098124
SUCCESS: Final proposal document QD-2024-78B_v3.0.pdf attached.




SAP ERP
PO-REQ-55619
SUCCESS: Revenue projection of $195,000 logged against Deal ID.






This report confirms the creation of a single source of truth for proposal QD-2024-78B.

Related Agents

Legal Compliance Gap Closure Agent

Automates the detection and closure of legal documentation gaps through targeted stakeholder engagement and streamlined compliance tracking.

Audit Readiness Retrieval Agent

Provides instant, criteria-based retrieval of archived contract agreements and audit records to accelerate compliance audits.

Offer Personalization Agent

Automatically creates tailored proposals with dynamic bundles, pricing, and compliant messaging based on detailed customer personas.

Offer Customization Intelligence Agent

Identifies emerging high-value customer segments and recommends optimized upsell and cross-sell focus areas.

Offer Compliance Automation Agent

Streamlines post-approval proposal processing by updating core systems and generating audit-ready compliance records.

Engagement Insight Capture Agent

Consolidates and interprets customer engagement, sentiment, and intent signals to unlock actionable post-proposal sales opportunities.