Automated Proposal Generator Agent

Agent Description:

The Automated Proposal Generator Agentis an intelligent, multi-agent sales support system designed to help sales teams quickly create customized, professional sales proposals. It interprets client requirements from uploaded documents, retrieves matching service data and pricing from internal databases, and structures this information into a client-ready proposal with cost breakdowns and implementation timelines.

Purpose and Components
  • Purpose: Manual proposal creation is slow and inconsistent, making it hard to convert unstructured client inputs into accurate, price‑aligned proposals, which leads to delays and financial errors.

    This agent automates proposal generation by extracting client requirements from unstructured documents, matching them with internal pricing and product data, and producing accurate, consistent proposals. This reduces errors, accelerates turnaround time, and ensures every proposal aligns with organizational pricing and compliance standards.

  • Components:

    • Requirement Analysis Agent: Interprets client needs from uploaded requirement documents.

    • Service Data Retriever: Fetches matching services, pricing, and timelines from the internal SQL database.

    • Proposal Preparation Agent: Organizes retrieved data into a logical proposal content structure.

    • Proposal Generation Agent: Converts the draft into a final, professional response format for the client.

Supported Capabilities

  • Automated Requirement Extraction: Parses PDF documents to identify business needs, requested AI systems, and automation features.

  • Real-time Catalog Matching: Queries internal SQL databases to match client keywords with specific service IDs, pricing models, and implementation guidelines.

  • Project Cost Calculation: Automatically aggregates individual service prices into a total estimated project cost.

  • Logical Timeline Mapping: Determines combined implementation schedules and deployment approaches based on the selected service bundle.

  • Professional Document Structuring: Generates standardized sections including Service Overviews, Cost Breakdowns, and Deployment Approaches.

LLM Used

  • OpenAI GPT_40_MINI for both the parent agent and its sub-agents.

Sub-Agents

1. Requirement Analysis Agent

  • Role:Requirement Analyzer

  • Scope:Interprets user requests and converts them into structured requirements for downstream retrieval.

  • Description: This agent uses a PDF Reader to analyze client documents. It identifies key solutions (for example, "chatbot," "CRM integration") and summarizes them into a structured list of requested capabilities without generating pricing at this stage.

  • LLM Used: Default (Inherits from parent agent).

2. Service Data Retriever

  • Role:Data Retriever

  • Scope:Retrieves relevant service information, pricing guidelines, and implementation timelines from the internal SQL database.

  • Description: A REACT agent that uses an SQL tool to query tables such as ServiceCatalog and PricingGuidelines. It compiles a dataset including service descriptions, costs, and deployment types based on the Requirements Agent's findings.

  • LLM Used: Default (Inherits from parent agent).

3. Proposal Preparation Agent

  • Role:Content Builder

  • Scope:Prepares the informational content for the proposal by retrieval and preparation of retrieved documentation.

  • Description:This agent organizes the services into a proposal structure. It calculates total project costs, determines combined timelines, and builds specific sections like the "Estimated Cost Breakdown" and "Implementation Timeline."

  • LLM Used: Default (Inherits from parent agent).

4. Proposal Generation Agent

  • Role:Proposal Creator

  • Scope:Generates the final customized sales proposal for the user.

  • Description:The final agent converts the draft into a clean, professional format. It ensures logical flow and a business-ready tone while ensuring that database-retrieved pricing and timelines remain unmodified.

  • LLM Used: Default (Inherits from parent agent).

Tools Used:

  • PDF Reader: Used by the Requirement Analysis Agent to ingest and interpret uploaded client requirement files.

  • SQL Database Toolkit: Used by the Service Data Retriever to access the automated_proposal.sql database for catalog and pricing data.
Note: For details on modifying the Tools, refer Tools Library section.
Agent Workflow Behavior Summary

  1. Input: Sales team uploads a client requirement document (PDF) and submits a request for a proposal.

  2. Requirement Extraction:

    • The Requirement Analysis Agent identifies that the client needs an "AI Chatbot" and "CRM Integration."

  3. Database Lookup:

    • The Service Data Retriever matches these needs against the SQL ServiceCatalog.

    • It fetches the price ($5,000 for Chatbot, $2,000 for CRM) and timelines (2 weeks and 1 week respectively).

  4. Content Building:

    • The Proposal Preparation Agent calculates the $7,000 total and prepares the cost breakdown and deployment approach sections.

  5. Final Formatting:

    • The Proposal Generation Agent converts the prepared content into a professional, easy-to-read client proposal.

Final Output: A structured, customized Sales Proposal ready for client presentation.

Sample Questions:

  • Generate a sales proposal based on this client requirement document: [upload pdf]. Include a full cost breakdown and implementation schedule.