Proposals and engagement setup covers everything from scoping a new client's work to turning a signed agreement into an active account. Done by hand, it depends on manual drafting, chat based approvals, and scattered follow-up that stretch the process across days.
The automated version builds the proposal draft directly from qualified lead data, routes pricing and scope for approval, and manages signature reminders and client setup once signed. The result is a faster, more consistent path from qualified lead to active engagement.
The full workflow, from trigger to completion.
The workflow starts the moment a deal is marked Qualified.
The Proposal Drafting pulls discovery notes, scopes the engagement, calculates pricing, and inserts standard disclosures into a full draft.
The draft is posted to the reviewing partner with a one-click approve or reject option.
If the partner requests changes, the draft is reopened for manual edits before being resubmitted for review.
Once approved, the proposal is automatically sent to the client for signature.
Unsigned proposals trigger an automatic reminder sequence on a set cadence.
A signed proposal creates the client record and sets up the billing schedule 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.
Other high-impact processes teams commonly map alongside this one.
Everything you need to know before mapping this process.
Map this to your business to get your exact numbers.
Map This AutomationNo credit card required — it's free.