Solution scoping and proposal creation turns discovery call notes into a priced, formatted proposal ready for client review. Done manually, it depends on one person rewriting the same information across several documents, which creates delays and inconsistent pricing.
The automated version pulls requirements straight from the call, drafts the scope and pricing, and routes the proposal through approval and delivery on its own. This shortens turnaround time and keeps pricing consistent across every deal.
The full workflow, from trigger to completion.
When the discovery call ends, finishes transcribing it and starts the workflow.
Discovery Notes Synthesizer extracts pain points, goals, budget signals, and constraints from the transcript.
The structured requirement summary and deal fields are written deal record automatically.
Scope & Pricing Drafting writes a solution scope and calculates build hours and pricing.
The scope and pricing populate a template, producing a client-ready proposal document.
For deals above $15,000, the proposal is routed to the sales manager for a quick approval.
Once approved, or automatically for smaller deals, the proposal is sent to the client with view tracking on.
Proposal Follow Up watches the view status and sends a personalized follow up email if there is no response after 3 days.
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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.
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