Proposals that remember every word the buyer said
The Proposal Builder drafts from the deal record and every call transcript, prices strictly from approved pricing, and flags anything that needs a human sign-off.
Deal stage → Proposal · Ridgeline
Proposal BuilderRidgeline hit Proposal. Rebuilding what was agreed before I draft.
Pulling deal size, seats and agreed terms2sRereading all four call transcripts for asks10sThree asks on record: SSO before rollout, quarterly billing, and a security summary for their CISO.
Pricing every line from the approved book3sAttaching the draft to the deal for review2s
How it works
Deal stage → Proposal
Rep: “draft for Ridgeline”Call ended · pricing agreedRenewal window opened
Draft attached to dealEvery term cited to its callPriced from approved bookOff-book discount flaggedTriggered by your CRM
The moment a deal moves to Proposal in Salesforce, the agent starts drafting. No one waits for a free evening.
Rebuilds what was actually agreed
It rereads every transcript and email on the deal, resolves conflicting asks by taking the latest agreement, and cites the moment behind every term.
Attaches the draft for review
The proposal lands on the deal priced from the approved book, with anything off-book flagged for human approval before it can ship.
Without Relevance
With Relevance
The proposal ships days after the call, once the rep finds an evening for it.
A reviewed-ready draft exists minutes after the deal hits Proposal, while the conversation is warm.
Asks made across four calls live in four transcripts nobody rereads.
The agent rereads every call and email, and each ask lands in the draft with the moment it was made.
The proposal reflects whichever call the rep remembers best.
When asks conflict across calls, the agent takes the latest agreement and notes the change, sources cited.
Numbers get retyped from memory, and unapproved discounts slip in.
Every line prices from the approved book. Anything off-book is flagged for approval, never invented.
Proposal quality depends on which rep wrote it at 11pm.
The same structure, terms discipline and writing bar on every proposal.
Nobody is sure which version reflects what was actually agreed.
Every commercial term traces to the call or email where it was agreed.
Held to a quality bar, on every run
Every draft is checked against eval test cases before it reaches the deal. If a run fails the bar, it never ships.
Proposal BuilderSampling 2% of live runs · 96% passing this week
Shaped by your team, not a template
Experts and engineers tune Proposal Builder to your playbooks. Every change ships through the same evals.
Drag and drop
Compose agents and workforces on a visual canvas. Drag in agents, tools, and approvals in a flow anyone on the team can read.
Drag and drop
Compose agents and workforces on a visual canvas. Drag in agents, tools, and approvals in a flow anyone on the team can read.
Ticket TriagerBuild with AI
Describe the agent in plain language and Invent builds it: the prompt, the tools, and the evals to prove it works.
Build with AI
Describe the agent in plain language and Invent builds it: the prompt, the tools, and the evals to prove it works.
Claude Code
CodexBuild with MCP
Engineers drive the same platform from Claude Code, Codex, or Cursor. Create agents, link knowledge, and run evals over MCP.
Build with MCP
Engineers drive the same platform from Claude Code, Codex, or Cursor. Create agents, link knowledge, and run evals over MCP.
Built for enterprise teams
Run agents on your real data with the access controls, audit trails, and residency guarantees enterprises require all built in.
Security & data privacy
- Data residency
- PII masking
- Audit logs
- No training on your data
Access & controls
- Role-based access control
- SSO / SAML
- Human-in-the-loop approvals
- Version control
Monitoring & oversight
- Real-time monitoring
- Full agent tracing
- Cost visibility
- OTEL & Delta Share export
"The ability to be vendor agnostic and the ability to scale across a breadth of functions is a really key feature."
Levi Watters
Partner, KPMG Australia
"The key for us was how we can modularize industry knowledge and the best playbooks, and apply it."
Allen Roh
Senior Marketing Manager, Autodesk
"We're looking for every place where AI can allow sellers and customer success reps to be more engaged with customers."
Rob Giglio
Chief Customer Officer, Canva
"The ability to be vendor agnostic and the ability to scale across a breadth of functions is a really key feature."
Levi Watters
Partner, KPMG Australia
Team it up with more sales agents
Pre-meeting Prepper
Surfaces context for reps before every meeting.
Call ended- 1Logged call notes
- 2Sent pricing PDF
- CRM stage updated
Post-call Actioner
Logs notes and fires follow-ups after each call.
Booked · Thu 2pmMeeting Scheduler
Books qualified meetings into reps’ calendars.
Hi Sarah, saw Ridgeline just closed its Series B. Scaling support headcount fast?
Email
LinkedInOutbound Prospector
Personalizes multi-channel prospect engagement.
Every agent you add shares one stack
These agents all run on one platform: one gateway, one router, one eval suite, one audit trail. Every agent after the first ships faster.
- Triggered by key events or signalslike Zapier
- Given access to contextlike Zep
- Connected to your appslike Composio
- Access to all LLMslike OpenRouter
- Performance evaluatedlike Braintrust
- No-code agent builderlike Dust.tt
- Coordinated into teamslike CrewAI
- Kept alive through long-running worklike Temporal
- Traced at every step of every runlike Langfuse
Put the Proposal Builder to work this quarter
We partner with enterprise teams to take this work off their plate. An agent built with you, proven against your quality bar, and live in weeks.