Creating a proposal and statement of work means pulling discovery notes, hunting through past project files for reusable scope language, and manually building a pricing table before drafting legal terms.
An automated version drafts the proposal and SOW directly from discovery notes and matching scope language, builds pricing from the current rate card, and routes only exceptions to a manager for approval. The result is a consistent, ready-to-sign document produced in a fraction of the time.
The full workflow, from trigger to completion.
Deal stage change to Discovery Complete starts the workflow automatically.
The automation platform pulls discovery notes and matching scope language.
The automation assembles the proposal narrative and SOW document from the notes and current rate card.
The automation calculates line-item pricing against the live rate card and inserts it into both documents.
The workflow checks whether the generated price falls inside pre-approved discount limits.
Out-of-range pricing is flagged to the sales manager for a quick approval before sending.
Approved documents are pushed and sent to the client contact automatically.
Once signed, the SOW is attached deal and the stage is updated automatically.
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.
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Everything you need to know before mapping this process.
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