Proposal and SOW creation requires sales reps to manually extract deal details from the CRM, type information into multiple templates, and duplicate effort across two separate documents. This repetitive work introduces errors, inconsistencies, and delays in getting documents to clients.
Automation pulls deal data directly from the CRM and populates both proposal and SOW templates with consistent formatting and branding in minutes. Documents are ready for review and delivery almost immediately after a deal closes.
The full workflow, from trigger to completion.
Automation is triggered when a deal status changes to 'Closed Won'. The deal ID, client name, project scope, pricing, and timeline are passed to the workflow.
The automation reads the deal record and extracts all relevant fields: client name, contact email, project description, deliverables, timeline, agreed fee, and payment terms.
The automation uses a template engine to populate a proposal template with the extracted data, applying correct formatting, branding, and legal language. The document is created.
A second template is populated with the same client and project data, plus detailed deliverables and milestones. The SOW is created.
A decision node checks whether the deal value exceeds a threshold (e.g., $50,000). High-value deals route to a manual review step; standard deals proceed to export.
Both documents are exported as branded PDFs and stored in a shared folder. File names include client name and date for easy identification.
An automated email is composed with a professional greeting, both PDFs attached, and a call-to-action. The email is sent to the client contact and logged.
The automation updates the deal record with links to the proposal and SOW documents, marks the documents as sent, and logs the timestamp for audit purposes.
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