AI Agent for Proposal Generation — Built for ERPNext
Automate Proposal Generation for teams using ERPNext. DeskFerry agents handle the workflow end-to-end — no code, set up in minutes.
Proposal v1 drafted. Cover email queued:
How does ERPNext work for Proposal Generation automation?
ERPNext works for Proposal Generation automation by powering a DeskFerry agent that runs the workflow end-to-end inside your existing tools — no code, no custom build.
- 01
Trigger fires
The agent connects to ERPNext alongside the other apps your team already uses, watches for the triggers that matter for Proposal Generation, and takes the next step on its own while keeping a complete audit trail for review.
- 02
Generate a tailored proposal with @ERPNext for the Northwave deal
Generate polished proposals in minutes using AI-powered templates and client data.
- 03
Pull scope from @Salesforce
Teams typically see days → Same-day from brief to client-ready draft once the agent is in production.
- 04
Our pricing rules
You stay in control: every action is logged, confidence thresholds are configurable, and anything ambiguous is queued for a human instead of being silently auto-completed.
- 05
You approve
Anything under your confidence bar waits for a human.
How you tell it what to do
Built in plain English.
You write the rule the way you'd describe it to a teammate. The agent reads the rule, breaks it into the actions it'll take, and confirms the apps it'll touch — before it does anything.
- 1Generate a tailored proposal with @ERPNext for the Northwave deal
- 2Pull scope from @Salesforce
- 3Our pricing rules
- 4The SOC 2 attachment
How it connects
Connect ERPNext. The agent does the rest.
Claude and ChatGPT are already running on our side. You connect ERPNext with one click, and proposal generation runs inside it.
Claude and ChatGPT run on our keys. Nothing for you to configure.
- ERPNextConnect
- SalesforceConnect
Runs on your data, in your apps.
Nothing to deploy. Nothing to maintain.
Actions
What ERPNext + DeskFerry can do
Real ERPNext actions your AI agent can perform automatically — no manual work required.
Add Comment
Tool to add a comment to a document in ERPNext/Frappe. Use when you need to add comments or notes to any document type like ToDo, Issue, Task, or custom DocTypes.
Add Tag
Tool to add a tag to a document in ERPNext. Use when you need to categorize or label documents for organization and filtering purposes.
Apply Workflow
Tool to apply a workflow action to a document in ERPNext/Frappe. Use when you need to transition a document through workflow states (e.g., approve, reject, submit). The document must have a workflow configured for its doctype.
Cancel Document
Cancel a submitted document in ERPNext/Frappe to change its status from Submitted to Cancelled. Use for submittable DocTypes when you need to reverse or cancel a submitted transaction. Document must be in Submitted state (docstatus=1) before cancellation.
Create Document
Tool to create a new document of a specific DocType in ERPNext. Use when you need to create records like ToDo, Customer, Lead, Sales Invoice, etc. The document data should include all required fields for the specific DocType. Standard fields like creation, modified, and owner are automatically set by ERPNext.
Create Timesheet
Tool to create a new Timesheet record in ERPNext. Use when you need to log time entries for employees or projects.
Create Webhook
Tool to create a new webhook configuration in ERPNext. Use when you need to set up automated callbacks for DocType events like creation, updates, or submissions.
Delete Document
Tool to delete a document using the Frappe client API. Use when you need to remove a specific document by its doctype and name.
Delete Document
Tool to delete a specific document by DocType and name. Use when you need to remove a document from ERPNext. Requires delete permissions for the specified DocType.
Download file from ERPNext
Tool to download a file from ERPNext by its URL. Use when you need to retrieve file content from the ERPNext instance using the file's URL path.
Northwave · DeskFerry proposal (v1) — for your Friday review
Attached is the v1 proposal for Northwave — 18 seats, 12-month term, $138K ACV with the early-renewal credit applied.
Personalized using LinkedIn activity from the last 30 days.
Human in the loop
Approve before it sends.
Every draft lands in a review queue. You approve, edit, or reject — the agent never acts on its own unless you explicitly turn that on for a workflow you trust.
Governance
Every action, with the reasoning attached.
Each step the agent takes is logged with what it did, why it did it, and which app it touched. Audit-ready, so security and compliance can sign off without backfilling.
- Marco11:42 AM
Approved the draft to procurement@northwave.io.
- Agent11:41 AM
Drafted the email and queued it for review.
Reason: High-confidence personalization but recipient is C-level — escalating per policy.
- Agent11:40 AM
Pulled LinkedIn activity and HubSpot deal context.
- Agent11:40 AM
Triggered: Generate a tailored proposal with @ERPNext for the Northwave deal — pull scope f
- Agent11:38 AM
Confirmed sender domain DKIM is healthy.
How it works
Get started in three steps
Step 01
Connect ERPNext
Authorize ERPNext in your DeskFerry dashboard. Projects, clients, and financial data sync instantly.
Step 02
Define Business Workflows
Set up automation rules for ERPNext — project milestones, invoice events, or client status changes trigger AI actions.
Step 03
Run Your Business on Autopilot
AI handles the operational work inside ERPNext while you focus on growth. Track efficiency gains live.
Start automating Proposal Generation for ERPNext
7-day free trial. Works with the tools you already use.
FAQ
Frequently asked questions
What specific Proposal Generation tasks can the ERPNext integration automate?
The ERPNext integration automates end-to-end Proposal Generation — including data capture from ERPNext, validation, routing, follow-up actions, and status updates. Every Proposal Generation step that touches ERPNext can be handled by the AI agent.
Can I customize which ERPNext events trigger Proposal Generation actions?
Yes. You define exactly which ERPNext events start Proposal Generation workflows — new records, status changes, messages, or custom triggers. Each trigger can have conditions so Proposal Generation actions only fire when your specific criteria are met in ERPNext.
How does ERPNext data stay secure during Proposal Generation automation?
All data exchanged between ERPNext and DeskFerry during Proposal Generation processing is encrypted in transit and at rest. We use OAuth tokens for ERPNext access, never store raw credentials, and maintain full audit logs of every Proposal Generation action.
How does Proposal Generation automation scale with increased ERPNext volume?
The Proposal Generation agent scales automatically as your ERPNext activity grows. Whether you process 10 or 10,000 Proposal Generation tasks per day from ERPNext, the AI handles the volume without slowdowns or additional configuration.
Can the ERPNext Proposal Generation agent also work with other tools in my stack?
Yes. The Proposal Generation agent connected to ERPNext simultaneously interacts with 1,500+ other apps — CRMs, databases, email platforms, and more. A single Proposal Generation workflow can pull data from ERPNext, process it, and push results to multiple destinations.
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