---
title: "Proposal Finalization"
section: "Agent store — Sales — Proposal Management"
canonical_url: "https://leverge.ai/agents/sales/proposal-management/proposal-finalization"
category: "Sales"
process: "Proposal Management"
trigger: "Run on demand"
publisher: "Ailoitte Technologies Private Limited"
---

# 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.

## At a glance

- Business function: Sales
- Process: Proposal Management
- Runs: run on demand
- Run cost: 7 credits
- Uses a knowledge base: no

## What it needs

- **Final proposal as submitted** (file upload)
- **Downstream records** (form)

## How it works

1. Reading the final proposal
2. Extracting the downstream records
3. Writing the handover note

## What it returns

- **Can the records be created?** (validation result)
- **CRM update** (json payload)
- **Field by field, with source** (table of results)
- **Handover note** (markdown doc)
- **Not in the proposal** (flagged exceptions)

---

Source: https://leverge.ai/agents/sales/proposal-management/proposal-finalization — Leverge