Enquiry-to-Proposal Management

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

320 hrs

Time saved/month

Companies have mapped

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

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.

4 reasons to map this process

It's completely free

No credit card, no commitment. Map your process and walk away with a full build plan.

You get a complete build plan

A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.

You see your real numbers

Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.

There's no obligation to build

45 hrssaved/month

30times mapped

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Frequently asked questions

Everything you need to know before mapping this process.

My process is slightly different from this. Can I customize it?

This template is a starting point based on how other businesses handle this type of work. When you map your process, you describe exactly how your team does it and the automation is built around your workflow, not a generic template.

Is this really free?

What do I actually get from the mapping session?

Does this work with the tools my team already uses?

What happens after I map my process?

Do I need to prepare anything before starting?

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Estimated Time Saving

320hrs/month

Process pain:8.2/10

Mapped by:6 Companies

Map this to your business to get your exact numbers.

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