Draft proposal pricing options.

It is a Trig agent set up to draft proposal pricing options from what the buyer asked for. Agents can be fully customized to work based on your own unique deal signals, conditions, and situations. In this configuration, the agent drafts a proposal when a deal moves to Proposal in the CRM, or whenever you ask. The agent checks each item the buyer asked for against the product, prices up to three options at list price, and flags what you must settle before it goes out.

Agents can be configured to read your calls, emails, and demo records for what the buyer asked to buy. In this template, each item is checked against your product docs and demos. An item the product doesn’t cover is marked not deliverable, an item never demoed is marked not shown, and neither goes in as promised scope. Prices come only from your price list, with the math shown.

In this template, the agent is configured to deliver a proposal draft for each deal that meets your targeting conditions. It opens with each option’s list total and the items you must settle. Notes only you see list anything not deliverable or not shown, terms the buyer requested, and any discount ask with who can approve it. Then comes the customer’s draft: their problem in their words, what is included, the options at list price, and your standard terms.

No. Trig never contacts customers directly without express approval, which is controlled at the code level. The proposal is saved as a draft for you to review, edit, and approve before Trig sends it. It uses only prices from your price list, includes no discount, and lists any term the buyer asked for as requested until your team approves it.

The CRM deal, your price list and its rules, and the calls where the buyer said what they want to buy. Emails, demo records, product docs, discount rules, your proposal and contract templates, and earlier proposals add useful additional context where available. In Trig, you choose which connected sources agents can read, and you approve whether each assignment may send messages or update records before it runs.

Yes. A template sets up the assignment: what to produce, which accounts it covers, when it runs, and which tools it can use. You review the plan before it runs, and you can edit its instructions, accounts, recipients, or timing at any time, or pause it.

A few clicks. Once the tools it reads from are connected to Trig, you can set up this template almost instantly, review its plan, and the agent starts work on your proposals.