Arnau Sanz
Agentic Strategy & AI Transformation LeadKarminaAI StudioAgents · Services · Training
Growth & Client Operations · AGENT-A20
Proposal Builder
This landing page explains what automates Proposal Builder, what sources and tools you need, how the result is reviewed and how it can be applied within a company.
StrategyOwn knowledgeProportional permissionsHuman supervisionMeasurement and improvement
01
The agent, at a glance
What Accelerates
The synthesis of briefing, the selection of services and cases, the structure, the drafting, the preparation of annexes and the checking of versions.
What does it deliver
Draft proposal, summary of need, scope, methodology, deliverables, indicative schedule, cases, conditions, pending decisions and internal sources.
For whom it is
Commercial teams, consulting, agencies, studios or service companies with recurring and adapted proposals.
What it doesn't do
It does not set prices, does not promise results, does not reuse cases without permission, does not widen the scope by similarity and does not send a proposal as final without approval.
02
The problem it solves
Copying a previous proposal is quick until it drags an uncompromised commitment
The commercial proposals combine customer information, criteria of the person in charge, services, availability, cases, prices and conditions. When prepared from old documents, errors difficult to detect appear.
Proposal Builder reduces:
- Briefings that are not reflected in scope.
- Badly selected cases or credentials.
- Old conditions.
- Names and data copied from another customer.
- Differences between presentation, budget and mail.
- Dependence on one person to write.
- Versions without status or responsibility.
03
What exactly is Proposal Builder?
He is an agent who consults a governed commercial catalog and an opportunity token. It uses templates as a structure, not as a substitute for criteria, and adapts the narrative to the validated need.
You can prepare a document, a presentation, a delivery email or a combination. Each output retains the state Slack, Review, approved or sent.
04
What do you do, specifically?
01. Build the briefing Proposal
It organizes organization, need, decision-makers, scope, indicative budget, calendar, criteria and doubts.
02. Recover the authorized offer
Consult current services, modalities, methodology, deliverables, exclusions and dependencies.
03. Select evidence and cases
It proposes only cases, figures, witnesses and logos with permitted use and real relationship.
04. Structure of the Relat
It connects problem, focus, scope, process, equipment, schedule, investment and next step.
05. Prepare the draft
Write, mark and generate tables or attachments, marking pending variables.
06. Execute controls
Check names, data, prices, versions, conditions, inconsistencies and copied content.
07. Prepare the shipment
Generates a final version only after approval and can prepare the delivery message.
DUBTE BACK
You don’t have to know which agent you need.
Let’s start with a repeated task, the sources available and the result you want to review. In a free video call we can assess if you need an agent, a service or simply better order the process.
Video call · free · no obligationBook a free video call ↗A short conversation to understand your starting point and bring clarity.
05
How it works from start to finish
- You get the opportunity and the authorized notes.
- Complete or block the briefing.
- Recover services, cases and conditions.
- It offers structure and scope.
- The commercial manager validates price, schedule and commitments.
- The agent prepares the full version.
- Brand Guard and the person responsible review.
- The approved version is generated and the shipment is recorded.
06
Example of situation
An idea discussed at the meeting does not become a free deliverable
During a conversation, the client asks if it would be possible to add a training session. Meeting Notes registers it as a question, not an agreement.
Proposal Builder incorporates the session in the options section, with pending scope and cost, and not within the base deliverables. The person responsible decides whether to include it. The system keeps the difference between interest, choice and commitment.
07
What do we need before we launch it?
Essential
- Catalogue of services and deliverables.
- Prices, ranges or budget rules protected.
- Templates and structure.
- Authorized cases and materials.
- Conditions, exclusions and dependencies.
- Circuit of Approval.
- Storage policy and commercial access.
Highly recommended
- Examples of proposals won and discarded.
- Capacity and schedule of the team.
- Margin and discount criteria.
- Map of contractual risks.
- CRM and State of Opportunity.
08
How we implant it
- We audit proposals and recurring errors.
- We govern services, cases, conditions and templates.
- We define mandatory fields of the briefing.
- Pilot with a controlled opportunity.
- We review loyalty, utility and commercial risk.
- We hold those responsible.
- We connect with CRM or documentary generation when the process is stable.
A REAL TASK IS THE BEST BRIEF
Explain where the friction is concentrated.
You can send us an example, the approximate volume and how it is reviewed today. No need to share sensitive data to make a first assessment.
09
Human supervision and boundaries
The agent can
- Synthesize the briefing.
- Select authorized content.
- Prepare structure and draft.
- Apply consistency controls.
- Generate the approved version.
Agent can't
- Fix or modify price and margin without rules and approval.
- Promise results or unvalidated deadlines.
- Use confidential cases.
- Accept the conditions of the client.
- Send as final a revision version.
Stop and scale when
briefing is missing, the scope is ambiguous, the price is out of rule, there is a legal condition, the case does not have permission or the calendar depends on unconfirmed availability.
10
Sources and possible connections
CRM, service catalog, case repository, templates, calendar, budget sheets and commercial documents. You can get context from Lead Scout, Meeting Notes and Market Scoutand to pass the document to Brand Guard.
11
How do we measure if it adds value?
- Time from briefing to first draft.
- Errors of copy, price, name or condition detected.
- Percentage of proposals with full briefing.
- Changes needed before approval.
- Consistency between scope, budget and schedule.
- Correct reuse of cases and methodology.
- Trade response time, not to be confused with profit rate.
12
For whom does it make sense?
It can fit if
- Adapted proposals with recurring structure are prepared.
- The service catalog can be governed.
- briefing and notes exist.
- The team needs to reduce version errors.
- A person will maintain authority over price and commitment.
It’s not the first step yet.
- Every offer is still being redefined.
- There are no authorized cases or materials.
- The budget depends on information that no one collects.
- It seeks to send massive proposals without real conversation.
DUBTE BACK
You don’t have to know which agent you need.
Let’s start with a repeated task, the sources available and the result you want to review. In a free video call we can assess if you need an agent, a service or simply better order the process.
Video call · free · no obligationBook a free video call ↗A short conversation to understand your starting point and bring clarity.
13
Knowledge Foundation and adoption
The base includes offer, services, prices, cases, equipment, methodology, conditions, brand and templates. Sensitive business data is kept in layers with restricted access.
The onboarding teaches you to complete the briefing, review variables, distinguish options and commitments, and approve the correct version.
14
Frequently Asked Questions
Do you create budgets?
You can apply approved rates or rules and prepare the calculation. A person validates the price, margin and exceptions.
Can you make presentations?
Yeah. It can generate a proposal in document, presentation or other governed formats.
Do you use previous suggestions?
As an authorized reference only. Prioritize the current catalog and avoid dragging data from another client.
Can you send the proposal?
You can prepare the mail and, if authorized by the circuit, send the approved version. The version must be unambiguous.
How do you protect prices and margins?
With permissions, separate sources and exits that show only the information necessary for the recipient.
How much does it cost and how long does it take?
It depends on the formats, price rules, sources and integrations. The pilot focuses on a type of representative proposal.
15
Closure and conversion
What part of a proposal do you rebuild even if knowledge already exists?
Share us the briefing, a template and the approval circuit. We will design a first process that accelerates the draft and keeps commercial decisions under control.
Direct contact hello@karmina.ai
The team
People who connect knowledge and practice
Ignasi Llorente
AI Partnerships & Business Director
Martina Díaz
AI Finance & Business Intelligence Director
Daniel Mallén
AI Operations & Workflow Lead
Eva Trigo
Generative Creative Director
Ariadna Miranda
AI Administration & Knowledge Operations Lead
Claudia Gonzalez
AI Client Success Manager
Jonan Basterra
AI Social Strategy Director
Laura Sabio
Agentic Social Media Lead
Agustina Córdoba
Content AI Specialist
Alba Gómez
Social Listening Specialist
Paola Cudeiro
AI Client Success Specialist
Roger López
AI Project & Workflow Specialist
Mar Berzal
AI Content Strategy Lead
Andrea Gallego
Community Intelligence Specialist
Candela de la Fuente
Content AI Specialist
Blanca Gómez
AI Community Operations Specialist
Cintia Armajach
Content AI SpecialistLet’s talk
Let's talk about Proposal Builder
Tell us about your situation, even if the challenge is not fully defined. A member of our team will respond to understand the process and discuss a first step.
hello@karmina.ai