A fee proposal turns a client inquiry into a scoped document with deliverables, terms, and a calculated fee. Because it passes through several people and a spreadsheet before a document is finalized, delays and inconsistent figures are common.
The automated version reads the inquiry, drafts the scope and fee calculation, and assembles supporting files in one pass. Proposals go out faster with consistent figures and every response gets tracked without manual checking.
The full workflow, from trigger to completion.
An inquiry email arrives from a prospective client requesting a fee proposal.
The automation parses the email for project details and logs the contact and scope notes.
The automation estimates hours by phase, calculates the fee, drafts the proposal document, and assembles supporting files.
When the calculated fee falls outside the studio's standard range, the principal architect reviews and adjusts it before anything goes out.
Sends the finished proposal document and attachments to the client contact.
The automation watches for a client reply and schedules a follow-up reminder if none arrives within the set window.
The deal record updates automatically with proposal sent status, fee amount, and next follow-up date.
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Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.
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