AI Agents

Commercial Proposal Agent

The client accepted the terms. Can you generate the final proposal for signature?

I am creating the personalized proposal based on the client's data and validating the commercial conditions against our discount policies.

I noticed that the applied 15% discount requires manual approval from the Sales Director, as the policy for this sector only allows 10% autonomy to the salesperson.

I generated the proposal and identified a cross-selling opportunity for 24/7 support that the client informally requested. I sent the approval alert to the Director and, as soon as it is released, I will automatically send the link for digital signature.

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What this Agent solves for you

What it does

It automates the creation, pricing, and sending of proposals, ensuring compliance with commercial policies and direct integration with digital signatures.

Automated activities

Generates customized proposals based on customer and inventory data
Automatically validates commercial terms, discounts, and cross-selling opportunities
Sends the proposal, collects the digital signature, and updates the sales status in the CRM.

Agent Subfunction

Proposal

Results and impact

53%

reduction in sales cycle

300%

growth in sales

+95%

adoption by sales teams.

Your life gets faster with Pipefy AI Agents

53% faster

Traditional path

1–2 weeks

With Pipefy AI Agent

2+ days

Frequently Asked Questions about Pipefy AI Agents

Read frequently asked questions about Pipefy AI Agents.

What is the Commercial Proposal Agent and how does it work?

The Commercial Proposal Agent is a specialized AI Worker within Pipefy's Funil de Vendas Automatizado with AI solution. It executes operational steps autonomously — making decisions within its defined scope, triggering approvals, and maintaining full traceability of each action. Unlike manual commercial processes, it operates seamlessly integrated with the workflow, from start to finish, with native human oversight built in.

How much does it cost to use the Commercial Proposal Agent in Pipefy?

The cost of the Commercial Proposal Agent in Pipefy varies based on process volume, number of users, and the integrations required with your company's systems. Plans are scalable and adapt to operations of any size — from teams just getting started to large enterprise operations. Talk to our team to receive a personalized proposal.

What is the difference between the Commercial Proposal Agent and manual commercial processes?

While manual commercial processes rely on manual intervention at every step, the Commercial Proposal Agent executes tasks autonomously, records the reasoning behind each decision, and enables real-time oversight. This results in faster cycles, less rework, and 100% traceability of actions — without giving up human control where it matters most.

How do I choose the best Commercial Proposal agent for my company?

To choose the right Commercial Proposal agent, evaluate: ability to integrate with your current systems, governance and traceability of agent decisions, ease of configuration without relying on IT, and support for complex processes with exceptions. Also check the vendor's track record with clients in your industry and real implementation case studies.