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Automate Better Proposals with AI Agents.

Automate Better Proposals with AI workers to streamline proposal workflows, improve sales follow-up, and reduce repetitive document coordination across revenue teams.

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Your Better Proposals AI Worker

Better Proposals AI Worker

Active

You: Check all proposals sent in the last 14 days, identify the ones that were opened more than once but still not signed, draft personalized follow-up messages for each prospect, and prioritize the deals by potent...

Scanning proposal engagement activity...

Ranking unsigned deals by revenue potential...

9 stalled proposals prioritized for follow-up.

High-intent proposals were surfaced based on repeat opens and lack of signature. Personalized follow-up drafts were prepared for each account, with the highest-value opp...

9Proposals prioritized

9Follow-ups drafted

4 hoursBeforeto6 minWith Toolhouse

Use cases

Proposal automation with Better Proposals

Use case 1

Automate proposal creation and follow-up

Toolhouse AI workers can use Better Proposals to support workflows around proposal creation, deal documents, approvals, and follow-up. Workers can monitor proposal activity, trigger reminders, and reduce the manual effort required to move deals forward. This helps sales teams improve responsiveness while keeping proposal operations more organized.

Your Better Proposals AI Worker

Better Proposals AI Worker

Active

You: Monitor every proposal that has not been opened within 48 hours of sending, flag at-risk opportunities, and prepare a re-engagement sequence for the account executive with a short summary of each deal.

Checking unopened proposals across active deals...

Building rep-ready re-engagement summaries...

14 at-risk proposals flagged before going cold.

The worker identified proposals with no early engagement, summarized deal context, and prepared re-engagement steps for the assigned reps. This helps revenue teams inter...

14At-risk deals flagged

14Sequences prepared

3 hoursBeforeto8 minWith Toolhouse

Use case 2

Track deal document progress

Proposal workflows create the most value when document activity automatically leads to the right next action. By combining Better Proposals with Toolhouse, AI workers can track opens, route internal follow-up, and support cleaner handoffs across sales, finance, and customer-facing teams. That improves deal velocity without requiring constant manual coordination.

Your Better Proposals AI Worker

Better Proposals AI Worker

Active

You: Review proposal activity from this quarter, find the reps with the longest time between proposal send and first follow-up, and generate a coaching summary with the biggest missed follow-up opportunities.

Analyzing send-to-follow-up timing...

Highlighting missed opportunities by rep...

3 rep follow-up gaps uncovered across the quarter.

Proposal timelines were analyzed to show where slow follow-up likely reduced close probability. The worker surfaced coaching insights, highlighted missed revenue opportu...

3Rep gaps identified

67Deals analyzed

2 daysBeforeto18 minWith Toolhouse

Use case 3

Support sales workflow coordination

Revenue teams often lose time chasing signatures, checking proposal status, and maintaining internal alignment around deal documents. AI workers can use Better Proposals to support those recurring workflows, reduce repetitive admin, and keep opportunities moving. This makes sales operations easier to scale across growing pipelines.

Your Better Proposals AI Worker

Better Proposals AI Worker

Active

You: Summarize monthly proposal performance by template, show which proposal formats lead to the highest view-to-sign rate, and highlight the templates we should retire or revise.

Comparing proposal conversion by template...

Spotting low-performing document formats...

2 high-converting templates identified for scale.

The worker compared proposal performance across templates and surfaced which formats drive stronger engagement and signature rates. It also highlighted underperforming t...

11Templates benchmarked

4Templates recommended for revision

6 hoursBeforeto11 minWith Toolhouse

Use case 4

Reduce repetitive proposal admin

Organizations also benefit from stronger reporting on proposal throughput, response speed, and workflow bottlenecks. Toolhouse can automate Better Proposals-based workflows that summarize activity, flag stalled deals, and support recurring sales reviews. That improves visibility without creating more manual reporting work.

Your Better Proposals AI Worker

Better Proposals AI Worker

Active

You: Automate Better Proposals with AI workers to streamline proposal workflows, improve sales follow-up, and reduce repetitive document coordination across revenue teams.

Reading workflow context...

Preparing the next best action...

Reduce repetitive proposal admin

Organizations also benefit from stronger reporting on proposal throughput, response speed, and workflow bottlenecks. Toolhouse can automate Better Proposals-based workfl...

-Tasks handled

-Actions ready

manualBeforetominutesWith Toolhouse

Use case 5

Report proposal performance trends

Leadership teams benefit from reporting on proposal engagement, turnaround time, and pipeline workflow performance. AI workers can summarize Better Proposals activity into reports on document progress, conversion patterns, and operational trends, helping teams improve revenue execution over time. Better reporting supports stronger proposal operations and smarter sales follow-up.

Your Better Proposals AI Worker

Better Proposals AI Worker

Active

You: Automate Better Proposals with AI workers to streamline proposal workflows, improve sales follow-up, and reduce repetitive document coordination across revenue teams.

Reading workflow context...

Preparing the next best action...

Report proposal performance trends

Leadership teams benefit from reporting on proposal engagement, turnaround time, and pipeline workflow performance. AI workers can summarize Better Proposals activity in...

-Tasks handled

-Actions ready

manualBeforetominutesWith Toolhouse

Testimonials

What our customers say

1,000,000+ agents· 15,000+ teams· 1,000+ integrations· Start for free

“We built in record time what would have taken weeks otherwise! I can honestly say that without Toolhouse, our team would have been spending much MUCH more time delivering AI features in the products we're building.”

Marcos Ocón

COO @ Develative (Developer Agency)

EngineeringSince 2025

“I built an agent that qualifies my leads and books calls automatically. No developer, no agency. It paid for itself in the first week.”

Andrew Njoo

Founder @ Stack2Sale

MarketingSince 2025

“Our team of 12 was drowning in repetitive tasks. We described what we needed and the agent just worked. We didn't write a single line of code.”

Kristian Freeman

Manager @ Large Engineering Company

InfrastructureSince 2025

Pricing

Simple, transparent pricing

Start free, scale as you grow. No hidden fees, no surprises.

Business

$500/month

Includes FREE unlimited tokens

Credits / month25,000
Workers50
Log retention30 days
Worker email inboxIncluded
OnboardingIncluded
Organizations—
Account engineer—
SupportSlack, Email

Start now →

No credit card needed

For scaling businesses

Business Max

$1,200/month

Includes FREE unlimited tokens

Credits / month80,000
Workers500
Log retention1 year
Worker email inboxIncluded
OnboardingIncluded
OrganizationsIncluded
Account engineerOn demand
SupportPriority (Slack, Email, Phone)

Start now →

No credit card needed

For larger companies

Enterprise

Custom

For scaling needs

Credits / monthVolume pricing
WorkersUnlimited
Log retentionCustom
Worker email inboxIncluded
OnboardingIncluded
OrganizationsIncluded
Account engineerNamed
SupportCustom

Talk to sales →

14-day free trial on all plans · cancel anytime

FAQ

Using Better Proposals with AI workers

Common questions about Better Proposals automation with AI workers.

Can Toolhouse automate Better Proposals workflows?

Yes. Toolhouse can build AI workers that use Better Proposals to automate proposal follow-up, deal document coordination, sales workflows, and reporting across revenue teams.

What is a strong use case for Better Proposals and AI workers?

A strong use case is automating proposal follow-up. AI workers can track document activity, send reminders, and route the next sales action automatically.

Why combine Better Proposals with workflow automation?

Combining Better Proposals with workflow automation helps teams reduce document admin, improve deal responsiveness, and run proposal workflows more efficiently.

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