Taskade Genesis builds a live pricing calculator that sits inside your proposal workflow — agents read the scope, apply your rate card, and produce a line-item price table ready to drop into any proposal draft without manual math. ## What Is Proposal Pricing Calculator Automation? It's a relational pricing engine that links your service catalog, hourly rates, and quantity inputs to a calculated total. The output is a clean, formatted line-item table that agents insert directly into your proposal document — and updates automatically when scope changes. ## Why Use Proposal Pricing Calculator Automation? Manual pricing errors erode margin and credibility. An automated calculator eliminates both. - Rate card linking: The Relationship field connects each proposal line item to your master service catalog. - Dynamic recalculation: Change scope or quantity and the total updates instantly across the Table view. - Margin visibility: Add a cost column alongside the client-facing price to track margin in real time. - Auto-insertion: Agents paste the finalized table into your proposal template the moment you approve the scope. - Reliable automation: Pricing automations run reliably even across complex multi-phase projects. ## Who Should Use Proposal Pricing Calculator Automation? - Agencies pricing multi-service retainer packages with variable hour allocations. - Contractors calculating materials plus labor for project bids. - Software developers estimating sprint costs based on story point rates. - Event producers pricing venue, catering, and staffing in a single proposal. - Finance consultants building tiered advisory fee schedules for clients. ## How To Use Proposal Pricing Calculator Automation? 1. Clone the template from /automate and import your rate card into the service catalog. 2. Create a new proposal record and add scope line items linked to the catalog. 3. The calculator agent sums rates × quantities and builds a formatted price table. 4. Review the margin view in Table view before sending. 5. Approve the pricing; the agent inserts the table into your proposal template
🧮 Proposal Pricing Calculator Automation with AI
Automatically calculate and insert accurate pricing into every proposal based on your rate cards and project scope.
How this flow runs
When
Every hour
Schedule
Then 1
AgentProposal Editor
Ask an agent · Taskade AI
- Knows
- your past winning proposals
- Remembers
- which sections closed deals
Then 2
Calculate
Utilities
Then 3
Add Task
Taskade
This agent carries its knowledge and memory between runs, and can call your other automations as its own tools. How custom agents work
Build this flow with AIOpens the builder with these steps already described. Free to start, no card.
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