> Source: https://builder.ema.ai/v2/templates/document-proposal-ai-employee
> Title: Document Proposal AI Employee

# Document Proposal AI Employee

The Document Proposal AI Employee is built from the **Proposal Writer** curated template (category: Sales). It is a form AI Employee (AIE): you submit a description of the prospect's requirements, and it gathers the relevant capabilities, case studies, pricing, and technical specs from your Knowledge base, then assembles them into a structured first-draft proposal. It cuts proposal turnaround from days to minutes and keeps structure and quality consistent across the sales team.

## Workflow

The template ships a two-agent workflow that runs left to right:

Node

Agent type

What it does

Gather Materials

`search_respond`

Searches your Knowledge base for product capabilities, case studies, pricing structures, and technical specifications relevant to the proposal request.

Draft Proposal

`document_agent`

Produces a structured proposal document from the gathered materials — Executive Summary, Proposed Solution, Technical Approach, Timeline, and Pricing — in a professional tone.

A `start` node feeds the form submission in, and a `publish` node exposes the drafted proposal. The edges run `start → research → draft → publish`.

Because this is a form AI Employee, there is no chat welcome message or conversation starters — you trigger it by submitting the form rather than chatting.

## Starting configuration

The template clones in with this configuration, which you can change in the builder:

-   **Model selection** — Let Fusion Pick (EmaFusion™ chooses the model per request).
-   **Optimization priority** — Most accurate.
-   **Conversation context** — disabled (this is a single-submission form workflow, not a chat).
-   **Feedback** — enabled, with thumbs-up / thumbs-down reasons and free-text comments.

**Recommended data sources:** connect your proposal templates, past winning proposals, and product or service documentation so the agent can draft well-informed proposals.

## How to use

After you select **Use template** and the AI Employee opens in the builder:

1.  **Add your company knowledge base.** Connect your capabilities docs, case studies, technical specs, and pricing to the Gather Materials node. See [Knowledge bases](/builder/v2/core-concepts/knowledge-bases).
2.  **Customize the proposal structure.** Edit the Draft Proposal node's Instructions to match your company's proposal format, required sections, and tone.
3.  **Publish and submit.** Publish the workflow, then submit the form describing the prospect's requirements and receive a structured first draft to refine.

> [INFO]
> **Scope.** The Proposal Writer template assembles a structured text proposal from your Knowledge base. It is part of Ema's broader document-generation capability; for branded slide or document output beyond this template's text draft, see [App Builder](/builder/v2/frontier-apps-builder) and the document-generation tooling.

## Example inputs

-   "Mid-market SaaS company, 200 employees, needs a customer support automation rollout in Q3. Emphasize our healthcare case studies and Net 30 terms."
-   "Enterprise prospect evaluating us against two competitors; lead with our security posture and include a phased implementation timeline."

## Related

-   [Agent reference](/builder/v2/agent-reference) — the `search_respond` and document-generation agent types.
-   [Knowledge bases](/builder/v2/core-concepts/knowledge-bases) — connecting your proposal source material.
-   [Templates overview](/builder/v2/templates) — the full curated template list and the clone flow.