Pokee Official Skill
Proposal Generation Automation Template
Generate customized proposals from templates using prospect data, pricing rules, and previous engagement context. Cut proposal time from hours to minutes.
How This Skill Works
- 1
Proposal triggered
A deal reaches Proposal stage in your CRM, or you manually request one.
- 2
Pokee gathers prospect data
The agent pulls company info, deal details, requirements discussed, and relevant case studies.
- 3
Proposal generated from template
A customized proposal is created with prospect-specific details, pricing, and timeline.
- 4
Ready for review and send
The draft is shared for quick review before sending to the prospect.
Example Prompt
“When a HubSpot deal moves to 'Proposal' stage: pull the company name, deal value, requirements from deal notes, and find our most relevant case study. Generate a proposal in Google Docs using our standard template with their specific details, pricing (from our rate card sheet), and a 30-day validity period. Share with me for review and notify in Slack.”
Tools Involved
Customization Options
- Define proposal templates per service/product
- Set pricing logic (rate card, custom, volume discounts)
- Configure case study selection criteria
- Add approval workflow before sending
- Set follow-up sequence after proposal sent
Why Pokee for Proposal Generation
| Feature | Manual Process | Zapier | Pokee AI |
|---|---|---|---|
| Setup time | N/A | 30-60 min | 30 seconds |
| Intelligence | Your brain | None (keyword matching) | Context-aware AI |
| Adapts to changes | You adjust manually | Rebuild triggers | Self-adapting |
| Multi-step logic | You do each step | Extra cost per step | Unlimited, included |
| Maintenance | Constant | Weekly fixes | Self-healing |
FAQ
- How long does proposal generation take to set up?
- 30 seconds. Connect your tools via OAuth and describe what you want. The example prompt above is your starting point - customize by changing any part in plain English.
- Can I modify this template after it's running?
- Yes. Describe the change you want in plain English and Pokee updates the workflow instantly. No rebuilding required.
- What happens when something goes wrong?
- Pokee handles exceptions intelligently. Rate limits, API changes, unexpected data - Pokee adapts and retries. Critical issues are escalated to you with context.
- How much does this cost?
- Included with any Pokee plan. Free tier gets 500 credits. Paid plans start at $19.99/month with unlimited workflow executions.
Related Skills
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