AI Agents
Discovery Express

Revenue ops

Quote & Proposal Agent

Turns a discovery transcript into a proposal with architecture, scope and estimate in under an hour.

In productionInternal useReviewed September 3, 2026
Packaged as Co-CEO
Internal apps · Quote & Proposal
Demo data

  1. Account lead

    The Norte Retail discovery transcript is in Circleback. Draft the proposal with the standard pod.

  2. Agent

    Draft ready: architecture on the Connect and Govern layers, 10 week pilot, estimate from the catalog. Three assumptions flagged.

  3. HubSpot · deal 5540 updated · proposal v1 attached · price catalog Sep 2026

  4. Handoff to a person

    Nothing is sent. The account lead reviews the assumptions and sends.

Internal appsCirclebackHubSpotSalesforce
KPI it moves
Transcript to proposal in 40 to 45 minutesMeasured
Channels
Internal appsEmail
Integrates
  • Circleback
  • HubSpot
  • Salesforce
  • Price catalogs
  • Google Docs / Word
A solutions architect sketching an architecture diagram on a whiteboard
Revenue ops

What it does

From the discovery transcript to a proposal you can send.

Where it lives

Your cloud, your repo, your IP.

1. Receives 2. Looks up 3. Decides 4. Acts 5. Escalates 6. Learns

Systems it integrates

  • Circleback
  • HubSpot
  • Salesforce
  • Price catalogs
  • Google Docs / Word

Quote & Proposal Agent

03Decides

Channels

  • Internal apps
  • Email

A person on your team

01

Receives

Takes the discovery transcript from Circleback or your notes tool, and the deal from the CRM.

02

Looks up

Reads your price catalog, past proposals, delivery standards and the architecture patterns that fit.

03

Decides

Defines scope, phases and team from what was said, and flags every assumption it had to make.

04

Acts

Drafts the proposal with architecture, estimate and timeline, and updates the deal in the CRM.

05

Escalates

Hands the draft to the account lead for review; nothing reaches a client without a person signing.

06

Learns

Uses edits and won or lost outcomes to tune estimates and language.

KPI it moves

Measured, with the source.

Every figure has a row in the Proof Ledger: source, date, owner and client permission.

Proof Ledger
Measured

Measured

40 to 45 minutes

Time from transcript to proposal

Co-CEO, internal measurement at DaCodes, Sep 2026

Measured

Several days to under 1 hour

Proposal turnaround

Before and after of the DaCodes sales team, internal, Sep 2026

Target, being measured

Being measured

Quotes won

Costing under review; published when the sample is large enough. DaCodes, Sep 2026

Reviewed September 3, 2026

How it is governed

Every action has an owner, an eval and a limit.

Set in the Blueprint, enforced by the Govern layer of the platform.

Govern · Approval queue
Demo data

Waiting for a person

Proposal 0417 · 3 assumptions to confirm

The account lead reviews and sends

Weekly eval

Passing

Scope coverage against the transcript

95.3%

Last 8 runs
92.2% → 95.3%

Clauses from the approved templates only

Limit, enforced

Draft saved · sending left to the account lead

Human approvals

  • Every proposal reviewed and sent by the account lead
  • Price catalog and discount rules owned by finance

Typical evals

  • Estimate accuracy against delivered projects
  • Scope coverage against the transcript

Limits

  • Never sends to a client on its own
  • No prices outside the catalog

Time to production

8 to 12 weeks

of pilot to production under a KPI Contract, after a Blueprint of 1 to 2 weeks

2 to 4 weeks of tuning on your catalog, templates and estimation rules inside the pilot. In production internally as Co-CEO.

DaCodes delivery standard, Sep 2026. Integration is the long pole, not the model.

How we deploy
The four phases
Commitment gate

  1. 01Discovery Express

    2 sessions, no cost

  2. 02Blueprint

    1 to 2 weeks

  3. 03Pilot

    8 to 12 weeks

  4. 04Scale & Managed

    Continuous

  • Pilot, first 8 weeks
  • Up to week 12 of the pilot
  • This agent: 2 to 4 weeks of tuning, inside the pilot
  • Commitment gate: the KPI decides Scale

Proof and demo

What backs the label.

Related agents

Same function or industry.

All agents

FAQ

Direct answers.

No. It drafts, updates the CRM and hands the document to the account lead. A person reviews the assumptions and sends.

Internally the draft arrives in 40 to 45 minutes and the account lead adjusts it. Estimate accuracy against delivered projects is one of the evals; costing is under review and will be published when the sample is large enough.

Yes, that is the point. It quotes only from your catalog and discount rules, owned by finance, and lists every assumption it made.

Which process do we automate first?

Two discovery sessions, no cost, and you leave with two or three quick wins whether or not you build with us.

We reply in under one business day.

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