Proposals out the door
the moment a deal is ready.
Most deals stall in the proposal step. Templates live in one tool, customer data in another, the rep in a third. A Loomal agent pulls pricing from the vault, drafts the proposal, sends it from its own DKIM-signed address, and watches the thread for replies — all in one identity.
API Primitives used
vault_getPull pricing and templates
Store base pricing, discount tiers, and proposal templates in the encrypted vault. The agent retrieves them on demand — no copy-paste from a shared drive.
mail_sendSend from your sales identity
Outbound proposals carry the rep's delegation chain in DKIM headers. The recipient sees a verified sender; spam filters wave it through.
mail_list_messagesWatch for the reply
Agent monitors the thread for objections, change requests, or signed acceptances and routes each path to the right next step.
Proposals are where deals die.
A great discovery call leads to a one-line email: 'Send me a proposal and I'll review it with the team.' Then nothing. The rep spends two hours rebuilding the proposal in a deck, sends it through a tracking tool that mangles the formatting, and never knows if the prospect actually opened it.
The bottleneck isn't the document — it's the chain of tools between intent and delivery. Every handoff costs time and visibility. An agent that owns the entire path from pricing data to sent message removes the chain entirely.
How to build it.
vault_getPull the deal context
Agent retrieves the customer's pricing tier, discount approvals, and the proposal template from the vault. Everything sensitive stays encrypted at rest.
mail_sendGenerate and send
Agent fills the template with deal-specific terms and sends it from the sales identity. Attachments, dynamic links, and follow-up CTAs are baked in.
mail_list_messagesWatch the thread
When the prospect replies, the agent classifies the response — questions, redlines, acceptance — and hands off to the rep with full context.
Example prompt
“For the deal with Acme, pull our enterprise pricing from the vault, draft a proposal at the 15% discount we approved, send it from my agent's address, and ping me on Slack the moment they reply.”
What sales teams build.
Auto-generated proposals
Agent watches the CRM for stages that hit 'proposal ready' and generates the document from stored templates within minutes of the trigger.
Multi-tier pricing
Agent picks the right pricing sheet based on company size, region, or contract length — pulled from vault entries scoped to the rep's identity.
Redline detection
When the prospect replies with edits, the agent flags the changes and routes them to legal before the rep ever sees the thread.
Acceptance workflow
On a 'looks good' reply, the agent triggers signature tooling, updates the CRM, and confirms next steps with the buyer in-thread.
Stalled-deal nudges
If a proposal sits unanswered for five days, the agent sends a contextual follow-up referencing the original offer.
Why agents own proposals end-to-end.
Proposal delivery touches three sensitive systems: pricing data, customer email, and contract templates. Splitting that across a CRM, a doc tool, and a tracking platform creates seams where data gets stale and accountability gets lost. A single agent identity collapses the seams.
With Loomal, the same identity that holds the encrypted pricing data also sends the proposal and reads the reply. Every step is logged against the rep who authorized the agent — auditable, revocable, and isolated from every other deal in flight.
Pricing data encrypted at rest
Vault entries holding pricing and templates are AES-256-GCM encrypted. Only the agent with the right identity can decrypt them.
Full audit per proposal
Every send, retrieval, and reply is logged with timestamp and delegation chain — defensible for any deal review.
DKIM-signed delivery
Proposals reach the prospect's inbox cleanly, with verified sender headers and no third-party tracking pixels.
Send proposals in minutes, not days.
From pricing data to signed acceptance, in one agent identity.