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Create proposal document

Based on opportunity details in the CRM, generate a custom proposal document with pricing, key benefits, and client-specific use cases. Attach it to the deal and send via email.

Created July 2, 202510 views

Key Features

Ready-to-Use Agent

Pre-configured agent workflow for immediate deployment

Customizable Parameters

Fully customizable to your needs

Integration Ready

Connect with your existing tools and services

AI-Powered Intelligence

Advanced AI capabilities for complex tasks

Agent Instructions Preview

You will see instructions as soon as you log in. So here's a sample text so you can't cheat :) You are gonna like ONA, just give it a try! Wanna see a summary? Here it is: Based on opportunity details in the CRM, generate a custom proposal document with pricing, key benefits, and client-specific use cases. Attach it to the deal and send via email.

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