14 proposals, quotes & bids use cases, 8 with an installable bot template. Most relevant for AE, Founder / GTM Lead, RevOps / GTM Ops.
Contract Desk (official): weekly view of paper by stage and owner, key terms pulled, blocked reviews flagged
A weekly look at every contract in flight. It summarizes them by stage and owner, pulls out the key terms, and flags reviews that are blocked so deals don't stall on paperwork.
From: SpaceXAI official gallery template (Contract Desk)
Trade Pro Office Manager: estimate drafts, quiet-quote chasing, maintenance reminders, morning call list
An office manager template for HVAC, plumbing, electrical and handyman shops. It turns job notes into estimate drafts, chases quiet quotes, drafts invoices, reminds you about maintenance visits, and builds your weekday morning call list. Nothing sends without you.
From: @jayrok35, listed on Grok Bot Shelf (Phil Holland / @thecsguy)
Quote Closer: log quotes in Notion, check the math, draft low-pressure Gmail follow-ups
A quote follow-up and scope-proof template for flooring sales reps and small flooring stores. It logs quotes in Notion, checks the quote math, writes scope summaries, and drafts low-pressure Gmail follow-ups for you to send. The pattern fits any quote-driven sale.
From: Mark (@TheMarkGShow), listed on Grok Bot Shelf (Phil Holland / @thecsguy)
Photo/video → room-by-room inventory quote, booked without a call (human checks every line)
Customers of a long-distance moving company send photos or a short video, and the bot builds a room-by-room inventory list. A person on the team checks every line and asks about anything unclear, and they ask for closets, stairs and parking because that's where extra hours come from. One customer booked a whole move through the bot, from quote to confirmed date, with no phone call. Self-reported.
From: Next Gen Movers (@nextgenmove), via AI Business Plays (Olga Pearson)
Hardware SMB sales desk: find and research customers, tailored email drafts, quotes the team approves
Three hours after setup, an ROV maker's bots were finding potential customers, researching them, and drafting sales emails tailored to their needs. They also draft quotes automatically (the team must approve and send), sort and summarize email with reply drafts, and turn datasheets and loose photos into brochures.
From: Poseidon Robotics (@PoseidonROV), via AI Business Plays (Olga Pearson)
BidBot: morning bid-portal + search scan for bids and partnerships (free template)
The growth lead for a franchisor with franchisees in 32 states runs a bot team that scans bid portals and search engines every morning. In its first 2 days it found 5 unique opportunities, some bids and some partnerships. The free BidBot template scores each bid for fit, shows what it takes, and tracks deadlines, awards and renewals. Nothing goes out without his OK.
From: Chad (@iii_myth), via AI Business Plays (Olga Pearson)
Client research + proposal in ~15 minutes: strict format, real constraints, flagged assumptions
The builder cut a 4-hour client research and proposal process to about 15 minutes. He credits three things more than the prompt: a strict output format, real constraints (industry, budget, pain points), and making the bot flag its assumptions before the final version. He reviews and sends the proposal himself.
From: Mr Seven (@Mr7Jax), via AI Business Plays (Olga Pearson)
Deal Desk Shared Bot: check non-standard terms against policy, triage rep Slack requests, stamp every approval with rationale and DRI
When a quote needs special pricing or non-standard contract terms, SpaceXSI's Quote Bot hands it to Deal Bot, which supports the Deal Desk team. Deal Bot checks requests against approved policies and contract language and prepares the changes needed to move the deal forward. It monitors and triages rep requests in Slack, routes each one to the right cross-functional owner or approver, and checks whether Legal has already drafted similar terms. For decisions that need human judgment, it prepares a recommendation for a Deal Desk specialist to approve. Every Salesforce approval it processes is stamped with the decision, the rationale, and the DRI it was supporting.
From: Grok Bot (@bot), official post linking SpaceXSI's 'Your next sales teammate should be a Grok Bot' write-up
Quote Shared Bot: side-by-side CPQ proposals, approval tracking, Ironclad order form, and a customer email draft
SpaceXSI's Quote Bot takes over when a rep is ready to discuss pricing. It prepares several proposals with different products and discounts, enters them in Salesforce, and shows them side by side in the Grok Bot app, so the rep never opens the CPQ tool. It submits quotes for approval, tracks their status, and routes exceptions to Deal Bot. Once a quote is approved, it generates the order form in Ironclad, downloads the executable contract, and drafts the email for the rep to send. It previews every Salesforce change and asks the rep to confirm. It runs with the rep's permissions, so a rep cannot use it to approve their own discount.
From: Grok Bot (@bot), official post linking SpaceXSI's 'Your next sales teammate should be a Grok Bot' write-up
RFP to estimate in 30 seconds: chief-of-staff bot turns RFP attachments into an inventory-checked quote PDF
When an RFP comes in, the owner drags its attachments into Lucy, his chief-of-staff bot (producers can also forward requests to Lucy's own company email), and asks for an estimate; Lucy builds it in AboveHub, the inventory/quoting/labor system Grok Bot built for the company, which fills in every requested item, warns when gear is short or swaps in equivalent gear they own, and outputs a PDF by room with subtotals, labor, card fee and payment-dependent cancellation terms. Quotes went from 2–3 to 10–12 a week per the story.
From: Kevin Luke, President and Founder, Above the Line (xAI customer story)
Tender Bid Desk: find winnable tenders, track closes + site visits, chase bid quotes, approve supplier emails
A tender desk for small contractors and suppliers: it finds tenders you can win, tracks closing dates and mandatory site visits, chases the quotes a bid needs, and drafts supplier emails that you approve before anything goes out.
From: Jaco (Grok Bot store)
One-Page Bid: discovery-call notes or transcript → one-page priced proposal draft
For consultants, freelancers and agency owners coming off a discovery or sales call: paste the notes or transcript and get a one-page priced proposal with scope, price, timeline and assumptions. Draft only. (Same pattern as mergisi's Proposal Desk profile on GitHub.)
From: Sol
Quote Chase Desk: paced quote follow-ups for approval, stop on reply, reopen cold quotes at 30/60/90
Quote and estimate follow-up for trades shops: tracks open quotes, drafts paced follow-ups for your approval, stops the moment a customer replies, and reopens cold quotes at 30/60/90 days. Never auto-sends.
From: Liftably
Security questionnaire drafter: cited answers from your trust pack + gaps and contradictions
An L1 (draft-only) template that drafts security questionnaire answers from your source-of-truth pack, with a citation on each answer, plus lists of unanswered questions and contradictions. It never submits, attests, or emails the vendor. It's useful for unblocking enterprise deals in security review.
From: Cobus Greyling (GitHub: cobusgreyling/grok-bot-templates)
14 use cases in this encyclopedia, of which 8 have an installable bot template.
AE (14), Founder / GTM Lead (10), RevOps / GTM Ops (4).
Each one links to its public source; top contributors: Grok Bot (@bot), @jayrok35, Chad.