Proposal and engagement letter generation is a manual, time-intensive process where staff hunt for templates, re-enter client data from email, verify rates across multiple documents, and track signatures manually. This creates delays, inconsistencies, and bottlenecks that slow client onboarding.
Automation generates fully customized proposals in minutes by pulling client and rate data directly from the CRM, routes them for partner review, and automatically tracks signature status with client reminders. The team completes engagements faster and with fewer errors.
The full workflow, from trigger to completion.
Automation is triggered when a new opportunity record is created with required client details (name, contact, service type).
The automation retrieves client name, contact email, address, and service type opportunity record.
The automation selects the appropriate proposal template based on service type, populates all client details and current rates, and generates a customized proposal.
The automation sends the draft proposal to the assigned partner via email with a link to review and approve. The partner can comment or request changes.
Once approved, the automation exports the final proposal to PDF and uploads it with signature fields pre-configured.
The automation sends the envelope to the client's email address with a request to sign. Signature reminders are scheduled automatically.
Once the client signs, the automation downloads the signed proposal, stores it in the designated folder, and updates the opportunity status to 'Engagement Letter Signed'.
No credit card, no commitment. Map your process and walk away with a full build plan.
A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.
Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.
Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.
Other high-impact processes teams commonly map alongside this one.
Everything you need to know before mapping this process.
Map this to your business to get your exact numbers.
Map This AutomationNo credit card required — it's free.