WHAT IT DOES
Less admin. Better decisions.
Writes from real deal dataPulls scope, contacts and meeting notes from CRM so nothing is retyped or missed.
Prices correctlyUses your price book, discounts and tax rules, and flags anything outside policy.
Approval built inRoutes discounts for approval and sends the final version for e-signature.
HOW IT WORKS
Four steps, fully automated.
The agent follows the same steps your best team member would, every time, at any hour.
1ReadDeal, notes and scope
2PricePrice book and rules
3DraftYour template, your tone
4ApproveManager sign-off, then e-sign
CONNECTS WITH
Works where your data already lives.
Zoho CRMZoho WriterZoho BooksZoho Sign
Data stays in your ZohoAgents run on Zoho Zia Agents and Zoho Catalyst, inside your Zoho account.
Role-based accessAn agent can only see and change what its Zoho role allows.
Full audit trailEvery step, tool call and approval is logged for review.
You stay in controlPause, adjust or switch off any agent at any time.
RELATED AGENTS
Agents that work well together.
SALES & CRMLead Qualifier Agent →Scores, enriches and routes every new lead in Zoho CRM in seconds, so your sales team only spends time on buyers who are ready.SALES & CRMDeal Coach Agent →Reviews your pipeline every morning, flags stalled deals and tells each owner the next best action to move them forward.FINANCECollections Agent →Follows up overdue invoices from Zoho Books every day, politely and on the channel each customer prefers, and escalates only when needed.
What does the Proposal Drafter Agent do?
Turns a deal in Zoho CRM into a polished quote or proposal on your own template in minutes, ready for approval and e-signature.
Which Zoho apps does the Proposal Drafter Agent work with?
It works with Zoho CRM, Zoho Writer, Zoho Books and Zoho Sign.
Is our data safe?
The agent runs on Zoho Zia Agents and Zoho Catalyst inside your Zoho account, and it can only see and change what its Zoho role allows.
Can it be set up around our process?
Yes. Kelevo designs, builds and deploys each agent around your own rules and hand-offs, and keeps improving it after go-live.