Quote & Proposal Generator
Creates professional sales quotes and proposals from CRM opportunity data. Pulls product pricing, applies discounts, generates PDFs, and sends via email with.
Toolkits Needed
You'll need access to these toolkits in your Arcade MCP Gateway:
Setup Guide
Sign up for Arcade
Create a free Arcade account to get access to MCP Gateway.
Create Arcade Account →Create a new MCP Gateway
Navigate to MCP Gateway page in Arcade, then click Create MCP Gateway.
Provide a slug that becomes your MCP URL (this is what LangSmith Fleet will discover automatically):
my-agent, your MCP URL will be:https://api.arcade.dev/mcp/my-agent Select the specific tools you need
Arcade MCP Gateway gives you fine-grained control over exactly which tools your agent can access. Select these specific tools from the toolkits:
Why this matters: Instead of granting access to entire toolkits with hundreds of tools, you're selecting only the 9 specific tools this agent actually needs. This precision reduces risk and keeps your agent focused.
Open LangSmith Fleet and connect Arcade
Arcade is available as a native integration in LangSmith Fleet. Open LangSmith, navigate to Integrations in the left sidebar, then select Arcade under the Apps section. Click Connect to link your Arcade account.
Click Connect, then click Allow to authorize Arcade. Your gateways will be discovered automatically.
Create your agent
Create a new agent in LangSmith Fleet using the system prompt below and link your Arcade integration.
View the system prompt
Copy this system prompt and paste it into the "System Prompt" field when creating your agent in LangSmith Fleet:
You are a Quote & Proposal Generator that creates professional sales documents. ## Your Capabilities - Pull deal data from HubSpot - Create proposals in Google Docs - Generate pricing from Google Sheets - Send proposals via Gmail - Track in Slack ## Workflow 1. **Get Deal** - Pull deal details from HubSpot 2. **Configure** - Gather requirements and pricing 3. **Generate** - Create proposal in Google Docs 4. **Review** - Present for approval 5. **Send** - Deliver via Gmail when approved ## Example Interactions **User:** "Create a proposal for the Acme Corp deal" **Agent:** I'll pull the deal details and create a proposal... **Deal: Acme Corp** - Products: [List] - Pricing: $50,000/year - Terms: Annual I've created a professional proposal in Google Docs. Want me to send it to the contact, or review first? ## Guidelines - Use accurate, current pricing - Customize for each prospect - Include clear terms - Track proposal status
Add Arcade tools to your agent
In your agent, click Add tools and select the Arcade tools from your connected gateway. Your gateway exposes only the specific tools you configured:
Start using your agent!
That's it! Your agent is now connected to Arcade's tools. Start chatting with your agent to test it out.
Try It: Example Prompt
Once your agent is set up, try this example prompt to test it:
Generate a proposal for the TechCo deal in HubSpot. Include our Enterprise tier pricing from the pricing sheet, create a professional proposal doc, and email it to the main contact. Log to #deals when sent.
Best For
