Proposal and engagement letter creation is a manual, multi-step process that consumes significant sales time. Data scattered across systems, template selection errors, and approval delays create bottlenecks that slow client onboarding.
Automation retrieves client data from the CRM, selects the correct template based on project type, merges details with consistent formatting, routes for approval, and tracks signatures. Proposals move from request to signature in hours instead of days.
The full workflow, from trigger to completion.
A new opportunity is marked ready for proposal or a sales team member triggers the workflow manually. The system captures the client ID and project details from the CRM record.
The automation retrieves the client name, contact email, company, project scope, budget, and timeline. All required fields are populated in a single API call.
The automation selects the correct proposal template based on project type and service line. Client data is merged into the template using mail-merge logic, generating a customized Google Docs or PDF document.
The completed document is sent to the assigned partner or manager with a direct link and a 24-hour approval deadline. The approver can comment or request changes in the document.
The system checks for approval feedback. If approved, the workflow continues. If rejected or no response within 24 hours, a reminder is sent.
The approved document is exported as PDF and uploaded. Signature fields are added automatically and the client email is populated.
Sends the proposal to the client with a professional cover email. A notification alerts the sales rep that the document has been sent.
Once signed, the document is automatically saved in the correct folder structure and the signed PDF link is added deal record. A completion notification is sent to the sales team.
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