Enquiry-to-Proposal Management

Q: Can the system handle custom discounts or non-standard terms?

Yes. The proposal generation agent applies conditional discounts based on company size and course selection, and sales reps can override or add custom terms before sending to the prospect.

Q: How does the system track whether a prospect has opened the proposal?

The email system automatically logs open events and engagement metrics, eliminating the need for manual follow-up checks and giving reps real-time visibility into prospect interest.

Q: What if prospect data is incomplete or incorrect?

The enrichment agent pulls from public and internal sources, but reps can manually correct or supplement any missing information before the proposal is generated.

Q: Does this work with our existing CRM and spreadsheets?

Yes. The automation integrates with your current CRM, email, and spreadsheet tools, reading and writing data seamlessly without requiring new software.

Convert incoming training enquiries into tailored, branded proposals faster and with fewer dropped leads.

1.0k hrs

Manual time identified

Companies have mapped

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About This Automation

Enquiry-to-proposal management involves receiving prospect enquiries, researching their needs, and manually assembling customised proposals. Manual steps are slow, error-prone, and create bottlenecks in the sales cycle.

Automation captures enquiries, enriches prospect data, generates proposals, and routes them for approval in hours instead of days. Sales reps focus on closing deals instead of paperwork.

Key features:

Capture enquiries from email, web forms, and phone calls into a single system

Enrich prospect profiles automatically with company size, industry, and relevant context

Generate customised proposals with correct pricing and terms in minutes

Route proposals to managers for approval with clear audit trails

Track proposal opens and engagement without manual follow-up

Log outcomes and schedule follow-ups automatically

Data insights How it works Apps used What you get FAQ

Top friction points when done manually

The issues teams report most often with this process

#	Friction point	Companies Report This
1	Manual proposal assembly Sales reps spend 35 minutes per proposal manually filling templates, calculating pricing, and formatting documents.	80%
2	Prospect research delays Reps spend 25 minutes researching company size, industry, and training needs across multiple sources.	67%
3	Approval bottlenecks Manager approval via email causes delays and creates no audit trail of changes or sign-off.	53%
4	Data quality issues Inconsistent enquiry logging and outdated pricing sources lead to errors in proposals.	40%
5	Lost follow-ups Manual follow-up reminders are forgotten or duplicated, causing missed opportunities.	26%

Disclaimer

Automation readiness

How well-suited this process is for automation

Process Pain Score™

8.9/ 10

AI Fit Rating™

8.6/ 10

Automation Lift Index™

8.9/ 10

Hidden Overhead™

7.1/ 10

How The Automation Works

The full workflow, from trigger to completion.

1. Enquiry Receivedtrigger

A new training enquiry arrives via email, web form, or CRM entry. The automation platform detects the trigger and extracts prospect and course information.

2. Enrich Prospect Data

The automation queries the prospect's company name and industry against public data sources and internal records to populate company size, industry, and relevant context.

3. Lookup Course and Pricing

The automation retrieves course details, pricing, duration, and delivery options and populates them into a structured proposal template.

4. Generate Proposal

The automation generates a customised proposal document with prospect name, company, course details, pricing, and standard terms, ready for review.

5. Route for Approval

The proposal is sent to the assigned sales manager for review and approval, with a link to the draft and a clear approval deadline.

6. Send to Prospect

Once approved, the proposal is automatically sent to the prospect with a personalised cover message and a link to view or download.

7. Log and Alert

The proposal send is logged, a follow-up task is created, and the sales rep is notified that the proposal is on its way.

Most popular tool stack used

— the complete tool combinations companies use

52% of companies

28% of companies

19% of companies

Disclaimer

What you get when you map this process

Everything you need to understand, plan, and build your automation.

ROI and business case

What this process costs today and what changes once it's automated.

Launch schedule

What gets built, in what order, and what success looks like once it's live.

Process runbook

How the automation runs day to day, including exceptions and human decision points.

Developer handover pack

Full build spec, logic, and configuration — ready to hand off without a briefing call.

Integration and connections guide

Every tool connection, credential, and data mapping the build needs.

Test and QA plan

412 hrsIdentified

4Mapped

View

Frequently asked questions

Everything you need to know before mapping this process.

What happens to enquiries that arrive outside business hours?

Enquiries are captured and logged automatically regardless of time, with prospect data enriched and a proposal queued for generation. The sales rep reviews and sends it first thing the next business day.

Can the system handle custom discounts or non-standard terms?

How does the system track whether a prospect has opened the proposal?

What if prospect data is incomplete or incorrect?

Does this work with our existing CRM and spreadsheets?

View more FAQs

Process pain:8.9/10

Mapped by:4 Companies

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Page updated 10 August 2026