SALES · AI CLONE

AI Proposal Coordinator

An AI proposal coordinator is an AI clone that turns approved deal context into proposal drafts, readiness checklists and eSign packages. Leena works in your CRM, documents and DocuSign, tracks every review owner and catches stale claims before customers see them. She never sets pricing or interprets legal terms, and she reports proposals on time and approvals cleared to your dashboard.

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A day on the job with Leena

What a proposal & esign coordinator clone actually does between 8 and 5, and what it's like to work with one.

  1. Checked approval status on open proposals2 waiting
  2. Drafted a proposal from the approved scopeDraft v1
  3. Flagged a case study the customer team retired1 swapped
  4. Sent the legal reviewer the redline summaryDue 3pm
  5. DPrepared the signature envelope for reviewHeld for AE
  6. Sent the seller a readiness checklist9 of 10 clear
Leena ShahProposal & eSign Coordinator · in your workspace

Leena, can you add a 10% discount so we can get this signed today?

I can't set or approve discounts. Your deal desk owns that. I can draft the request to them now with the deal context, and I'll leave the pricing table locked until they reply.

Do it, and get the envelope ready in case they say yes.

Request sent to the deal desk in Teams. The envelope is prepared in DocuSign with the CFO confirmed as signer, but it stays held until the approved price is in and you say send.

Every action logged · permissions set by you

What Leena owns

A clone is hired for areas of responsibility, not prompts. These are Leena's, with the numbers it reports.

Proposal drafts

Builds proposal outlines and drafts from approved templates, scope and proof points, with a source list for every section.

Approval tracking

Keeps a live tracker of pricing, legal, security and executive reviews, with an owner and due date on each.

Claim and version checks

Spots stale customer proof points, unapproved claims and mismatched contract versions before the document reaches the customer.

eSign preparation

Prepares signature packages, confirms signer authority with the owner, and holds the envelope until a human approves sending.

PROPOSALS DELIVERED ON TIME100% was 78%
AVG REVIEW CYCLE2.1 days -1.6 days
STALE CLAIMS CAUGHT4 this month
ENVELOPES REWORKED0 was 5 per quarter

Dashboard figures are illustrative.

Works in your tools

Leena connects to the apps your team already runs, with object-level permissions you set.

Salesforce
DDocuSign
Microsoft Word
SharePoint
Outlook
Microsoft Teams
Google Docs
Google Drive

Skills Leena runs

The capabilities that let Leena do this role. Ask for any of them in plain words.

Proposal ReadinessGathers approved sources and checks that a proposal is complete and accurate before it goes to the customer.See the skill eSign ReadinessPrepares documents for eSignature, verifies signer authority, and escalates issues before anything goes out to sign.See the skill Microsoft WordCreates, edits, reviews, and converts Word documents, including tracked changes, templates, and legacy .doc files.See the skill Salesforce PipelineCreates, updates, and closes Salesforce opportunities, manages contact roles, and shows pipeline by stage or account.See the skill SharePoint SearchAnswers questions about SharePoint lists and libraries without changing anything: searches, counts, groups, browses files, and reads version history.See the skill Outlook EmailSearches, sends, replies to, and forwards Outlook email, manages drafts, and organizes mail with folders and categories.See the skill Google DocsCreates, reads, edits, shares, and exports Google Docs using Markdown, including headings, tables, and images.See the skill

AI Proposal Coordinator: questions buyers ask

What is an AI proposal coordinator?

An AI proposal coordinator is AI that prepares proposals, tracks approvals and readies documents for signature. On Clone, it is a clone hired into that role who works in your CRM, document library and eSign tool with permissions you set. Pricing, legal and signature decisions stay with your authorized people.

Does it replace a deal desk or legal review?

No. Leena coordinates the work around those teams. She builds drafts, keeps the approval tracker current and catches stale claims or wrong versions early. She does not price, approve discounts, negotiate, interpret legal terms or commit delivery. She makes it clear who needs to decide what, and by when.

Can she send contracts for signature?

Only when you tell her to. Each clone is default-deny, with object-level permissions you set. Leena prepares the eSign envelope, confirms signer authority with the owner and holds it until a human approves sending. Every action is logged, and you can open the execution log from any chat.

Which tools does it work with?

Leena works in Salesforce for opportunity context, DocuSign for signature preparation, and Microsoft Word, SharePoint and Outlook or Google Docs and Drive for drafts and files. She coordinates reviewers in Microsoft Teams. You connect only the apps you want her to use.

How much does an AI proposal coordinator cost?

Every Clone plan starts with a free trial. Paid plans are a flat monthly price with credits included, so there is no per-proposal fee. Enterprise plans start at $2,500 per month through Book a Demo. See clone.org/#pricing for current plans.

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Updated October 2026