Call Report
App. Gives the proposal what was said and agreed on the call.
Ai1 app
Proposal Builder: a finished proposal while the call is still fresh
Start from the call report or an offer. Get a branded proposal, checked the same way every time, as a locked link you send.
Proposal Builder is an app inside Ai1, the AI agent platform by MyZone AI. It writes the proposal, checks it against your brand and offers, and keeps every proposal in one pipeline.
- Part of Ai1
- Runs on your private server
Out the same day
The proposal is ready while the customer still remembers the call.
Every one on brand
Each proposal passes the same quality and brand checks before it is locked.
One place to follow up
The pipeline shows every proposal and which ones are marked as sent.
At a glance
Proposal Builder in short
| Starts from | A call report, or an offer in your catalogue |
|---|---|
| Set once | Offers, reps, brand, currency and template |
| Before it locks | A person reviews the pricing |
| What the customer gets | A locked, branded link with an access password |
| Sending | You send it, with a cover email drafted for you |
Why not write proposals in a document template?
A template saves typing but not checking. Proposal Builder runs every proposal through the same quality and brand checks, locks it once the price is reviewed, and keeps all of them in one pipeline.
Builder defaults. Your offer catalogue, reps, brand, currency and locale and template are filled in for every new proposal.
Pricing you trust. A live pricing connection can be turned on, read-only, when you want current prices.
How it works
From a call to a proposal you can send
The same steps run for every proposal, so the quality does not depend on who wrote it or how busy they were.
Step 1: Start
Pick the call report or the offer the proposal is built from.
Step 2: Build
The proposal is written in your template, with your brand, currency and offers.
Step 3: Review
A person checks the pricing, then the proposal is locked.
Step 4: Send
You get a locked link and a cover email draft, then mark it as sent.
Built-in guardrails
You stay in charge of price and sending
Proposal Builder runs inside Ai1, under the same rules as every agent.
- Pricing is reviewed by a person before any proposal is locked.
- Nothing goes to a customer automatically.
- Any connection to live pricing is read-only and stays off until you turn it on.
Better together
Works well with
The agents and apps that work with Proposal Builder.
Sales Agent
Agent. Builds client-ready proposals and sales decks in your voice and brand.
Agent-friendly CRM
App. Keeps the customer and the deal the proposal belongs to.
Common questions
Frequently asked questions about Proposal Builder
What does a proposal start from?
A call report from a sales call, or an offer in your catalogue.
Who sets the price?
You do. Pricing is reviewed by a person before the proposal is locked.
Does it send the proposal for me?
No. You get a locked, branded link and a cover email draft, and you send it yourself.
Then mark it as sent so the pipeline stays accurate.
Can the customer change the proposal?
No. The proposal is locked and opened with an access password.
Is Proposal Builder available today?
Yes. Proposal Builder is part of Ai1 and ready to use.
See a proposal built from one of your calls
Book a call and we will show you Proposal Builder working with your own offers and brand.
- Your own private serverEvery Ai1 plan runs on a private server that belongs to your business alone.
- Your data stays yoursStored on your server, not used to train AI models, and you can export everything you build at any time.
- Choose your AI modelBring your own AI provider account and pay it directly, with no markup from us.
- No lock-inMonthly plans run month to month with no long-term commitment, and everything you build can be exported.