Generate the proposal for this client with a 25% discount.
Commercial Proposal Agent
I am structuring the commercial terms of the requested proposal.
The 25% discount exceeds the limit allowed for the Gold plan without approval from management.
I generated the draft, but blocked the sending. I opened an approval request with your manager; as soon as he approves it, I will send the document.
Meet other Pipefy AI expert agents
Book a meeting now!
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
- Sales Funnel
- Approval Workflow
Results and impact
Lead qualification 75%
faster
53%
reduction in sales cycle
Up to 300%
more sales.
Your life gets faster with Pipefy AI Agents
75% 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 CRM AI Studio Pipefy 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 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 processes?
While manual 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.
