AI Customer Contract Consolidation Proposal Drafter

WHAT IT DOES

This AI agent helps you create structured proposals for customer contract consolidation. Given a proposal name, customer name, contracts being consolidated, new combined value, key benefits, and implementation timeline, it identifies the five most important proposal priorities for communicating the consolidation to the customer. For each priority, it provides a one-sentence rationale explaining why that aspect matters and a draft subject line for the corresponding communication. Perfect for sales teams, account managers, contract administrators, and business leaders managing contract consolidation, customer negotiations, and relationship management.

HOW TO USE

Open the agent in BotSurf's panel interface. Enter your proposal name—this could be Enterprise Contract Consolidation 2026 or Unified Agreement Proposal. Provide the customer name, such as Acme Corp or Global Enterprises. List the contracts being consolidated, one per line, with their current values, such as "Software License Agreement - $100K" or "Support Contract - $50K". Provide the new combined value of the consolidated contract. List the key benefits, one per line, such as simplified billing, volume discount, unified terms, or single point of contact. Then specify the implementation timeline for the consolidation. Press the "Draft consolidation proposal" button. Within seconds, the agent returns a structured customer contract consolidation proposal highlighting the five most critical priorities, each with a clear rationale and a ready-to-use subject line for emails, customer presentations, or stakeholder communications. You can also click "Use page selection" to pull contract information from the current page if it is already documented.

WHAT IT SENDS

When you press "Draft consolidation proposal", the agent sends exactly the proposal name, customer name, contracts list, combined value, benefits, and timeline you entered. No other data—no browser history, no cookies, no page content beyond what you explicitly provide—is transmitted. Usage logs record only the fact that a run occurred for billing purposes, never the content of your proposal or contract details. All processing occurs through BotSurf's secure bridge; your proposal information is not stored or used for training.

SUBSCRIPTION

$19.99/month with a 7-day free trial. Each subscription includes 100 runs per month—sufficient for multiple proposal sessions across your organization. Unused runs do not roll over. Cancel anytime from your account settings; no long-term commitment. The free trial gives you full access to the agent's capabilities for seven days, with a limit of 100 runs during that period.

THE PANEL

The agent runs in a draggable, resizable panel that snaps to the edges of your browser window. Collapse it to a small bubble when you need screen space. Press Escape to close the panel. Position and state persist across sessions when you are logged in.

PLEASE NOTE

AI can be wrong. This tool provides general information and proposal suggestions, not professional legal or business advice. Always review and validate consolidation proposals with your legal team, finance department, and relevant stakeholders. The agent is designed to accelerate your workflow, not to replace human judgment in contract negotiations.