Fires when an Opportunity reaches proposal stage. Pulls the right product configuration from CPQ, drafts a personalised proposal grounded in live CRM data, routes through approval, and delivers to the prospect — without the rep touching a template.
< 4 hrs
quote turnaround
vs days manually
98%
pricing accuracy
CPQ enforced
100%
approval compliance
no exceptions
45 min
rep time saved
per proposal
Typical build: 3-week sprint · Fixed price · Zero delivery risk
Quote turnaround
< 4 hours
Pricing accuracy
CPQ enforced
Approval
100% compliant
Finding the right template, pulling in the correct pricing, choosing which case studies to include, and formatting the document — all before writing a single personalised line. Multiply by deal volume and your best reps are spending a full day a week on admin.
Manually entered pricing bypasses CPQ rules. Volume discounts get forgotten. Bundle pricing gets miscalculated. The prospect receives an incorrect quote, the rep has to apologise and resend, and the deal clock restarts. Pricing errors kill momentum at the most critical stage.
Proposals sitting in manager inboxes for review. Chasing approvers via Slack. Re-sending with corrections after rejection. Every day a proposal sits un-approved is a day your competitor can close. The approval process should take hours, not days.
This is the actual Agentforce workflow Kovil AI builds and deploys — not a demo. Here is what runs inside every step.
Configured as an Agentforce Topic mapped to the Opportunity stage field. When a rep moves a deal to the Proposal or Quote stage, the agent fires automatically — no form to fill, no template to find, no back-and-forth with ops. The trigger captures full Opportunity context: products of interest, deal size, prospect company, contact details, any notes logged on the record, and the rep's meeting notes from linked Activities. Everything the proposal needs is assembled before the first action runs.
The agent queries Salesforce CPQ using the products and quantities logged on the Opportunity. CPQ applies your configured pricing rules: volume discounts, bundle pricing, contractual rates for existing customers, and promotional pricing windows. No rep involvement — CPQ enforces pricing policy automatically. The agent receives configured quote line items with correct pricing, discounts, and terms. Custom pricing exceptions outside standard CPQ rules are flagged for rep review before proceeding, preventing non-compliant quotes from reaching prospects.
The Atlas Reasoning Engine reasons about proposal structure using full deal context: industry vertical (which case studies and ROI data to include), deal size (executive summary depth, risk section requirements), and product configuration (which features to emphasise). For enterprise deals above a configured threshold, Atlas selects an extended format including implementation timeline, success metrics framework, and security overview. For SMB deals, it selects a concise format focused on ROI and time-to-value. Proposal structure is configurable per vertical and deal tier during implementation.
Prompt Builder generates the complete proposal document with all sections populated from live data: executive summary tailored to the prospect's stated pain points from CRM notes, product section using CPQ line items, pricing summary with approved discounts applied, relevant case studies matched to the prospect's industry, implementation timeline using your standard delivery model, and terms grounded in your MSA template. Every section is generated fresh — not filled from a static template. The Einstein Trust Layer ensures no sensitive pricing data leaks to external AI services during generation.
The drafted proposal triggers Salesforce's native Approval Process. Routing logic is configured per deal tier: deals within standard pricing auto-approve after manager spot-check with a 1-hour SLA, deals with discounts above threshold require VP approval, and strategic deals above enterprise threshold require C-suite sign-off. Approvers see a side-by-side view of the draft proposal and the Opportunity record. Approvers can reject with annotated comments which feed back into a revision loop — the agent re-drafts the flagged sections rather than starting over.
On approval, the agent triggers a DocuSign envelope with the finalised proposal attached. The prospect receives a personalised delivery email (generated by Prompt Builder, not a generic DocuSign notification) with the proposal and a direct e-signature link. Signing events feed back to Salesforce as Activity records — the Opportunity stage advances automatically to Closed Won when the prospect signs. If the proposal is not opened within 48 hours, the agent triggers a personalised follow-up sequence. Closed-won events automatically create the Order record in Salesforce.
Proposal configuration
Reasons about proposal structure, section selection, and vertical personalisation based on deal context — so every proposal is structured for the specific opportunity.
Pricing + configuration
Fetches correct product configuration, applies pricing rules, volume discounts, and bundle pricing automatically — enforcing pricing compliance on every quote.
Proposal drafting
Generates the full proposal document from live CRM and CPQ data. Every section is authored fresh — executive summary, product detail, case studies, timeline, terms.
e-Signature delivery
Delivers the approved proposal to the prospect with e-signature ready. Signing events feed back to Salesforce automatically, advancing the Opportunity stage.
Compliance routing
Routes proposals through your configured approval hierarchy before they leave Salesforce. Deal-tier rules enforce the right sign-off level for every deal size.
Data security
Prevents sensitive pricing and PII from leaking to external LLMs. Masks critical data fields, blocks prompt injection, and logs every agent action for compliance audit.
Stage automation
Automates Opportunity stage advancement on proposal approval and on DocuSign completion. Creates Order records on Closed Won without rep intervention.
Kovil AI scopes, builds, tests, and deploys this agent end-to-end. You do not touch CPQ or DocuSign configuration until the full workflow is live and generating compliant proposals automatically.
Yes — the agent pulls product and pricing data from an existing CPQ configuration. If you do not have CPQ, we offer a separate CPQ setup engagement before the agent sprint. If you have CPQ but it needs cleanup (outdated pricing rules, missing products), we do a CPQ audit and tidy in Week 1 before wiring the agent to it.
CPQ enforces your configured pricing rules automatically for standard deals. Custom pricing exceptions — bespoke enterprise deals outside CPQ rules — are flagged for rep input before the agent proceeds. The rep enters the agreed custom pricing, and the agent takes it from there for the rest of the proposal workflow. You control which deal types require human pricing sign-off.
Salesforce's native Approval Process supports multi-tier, parallel, and sequential approval chains. We configure approval routing to match your exact sign-off hierarchy during implementation. Manager approvals for standard deals can be SLA-enforced (auto-approve after X hours if no action is taken). Strategic deal approvals include a full side-by-side review view. Annotated rejections feed directly into the agent's revision loop — the agent re-drafts flagged sections without starting from scratch.
The agent monitors DocuSign envelope status and fires follow-up actions on configurable timers: a personalised follow-up email at 48 hours drafted by Prompt Builder with deal-specific context, a rep alert at 5 days, and a manager alert at 10 days. If the proposal expires, the agent flags for rep review rather than re-sending automatically. All follow-up actions are logged as Activities on the Opportunity record.
Book a 30-minute discovery call. We'll audit your current quote-to-close process, identify the delays, and scope a 3-week fixed-price Agentforce implementation — CPQ to DocuSign, fully automated.
3-week sprint · Fixed-price · Production-grade · Post-launch support included