Sales / Proposal Management Live
Proposal Finalization
Turn a signed-off proposal into the records the rest of the business needs — the CRM update, the finance handover, the delivery brief — each with only what the proposal actually establishes.
- Run on demand
- ~7 credits per run
- v1.0.0
What does Proposal Finalization do?
Proposal Finalization is a production AI agent in the sales section of the Leverge agent store, built for the proposal management process. Turn a signed-off proposal into the records the rest of the business needs — the CRM update, the finance handover, the delivery brief — each with only what the proposal actually establishes. It runs on demand, works through 3 steps and returns 5 outputs, including can the records be created?.
What it needs
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Final proposal as submitted
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Downstream records
What it does
- Reading the final proposal
- Extracting the downstream records
- Writing the handover note
What you get back
- Can the records be created?
- CRM update
- Field by field, with source
- Handover note
- Not in the proposal
After each run it asks: “Would you create these records from this?”
When it runs
Run on demand
Oversight
Runs under scoped, least-privilege credentials with every action written to an audit log. Anything that moves money, alters a contract or reaches a customer requires human approval before it executes.
Proposal Management
Other agents in proposal management
Pipeline, proposals, renewals and the CRM hygiene underneath them
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Compliant Revision Generator
Upload customer-facing text and get every claim that breaks your messaging policy rewritten — with the original and the replacement side by side so a reviewer can check each change.
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Post-Proposal Feedback Analysis
Read what customers said after seeing a proposal — won, lost, and still open — and find what the proposal itself is getting right and wrong.
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Proposal Approval Routing
Work out which reviewers a proposal actually needs, in what order, and by when — instead of sending it to everyone and waiting.
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Proposal Drafting
Draft a proposal from your approved boilerplate and the deal's own facts — with a visible marker anywhere the library has nothing to say.
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Proposal Exception Closure
Track the open exceptions on a bid — the non-compliant answers, the unanswered clarifications — and establish which are genuinely closed before submission.
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Proposal Feedback Consolidation
Upload a proposal draft and every reviewer's comments, and get one consolidated redline list with conflicts between reviewers surfaced rather than silently resolved.
Next Step
Deploy Proposal Finalization, or adapt it
It runs as-is against the inputs above. Most deployments diverge — a different source system, a different tolerance, a different approval path. A 30-minute technical call establishes which.