Creating proposals and statements of work manually requires sales reps to gather scattered prospect details, calculate pricing, and write documents from scratch. This process is slow, error-prone, and delays deal closure.
Automation extracts prospect data and scope requirements, calculates pricing automatically, and generates complete proposal and SOW documents ready for review. Reps focus on selling instead of document assembly.
The full workflow, from trigger to completion.
Workflow triggers when a new prospect intake form is submitted or a discovery call is marked complete.
Automation reads prospect details, intake responses, and call notes and retrieves the structured scope and service requirements.
Automation looks up service rates from a pricing table, multiplies hours by rate, applies any discounts or contingencies, and calculates total project cost.
Automation populates a proposal template with prospect name, scope, deliverables, pricing, timeline, and standard terms. Document is created and saved.
Automation creates a statement of work document with task breakdown, resource allocation, milestones, and acceptance criteria, pulling from the same scope data.
Automation sends both documents to the designated reviewer (legal, management, or delivery lead) with a link and a deadline for feedback.
Once approved, automation exports the final proposal and SOW as PDF, uploads them, configures signature fields, and prepares the envelope.
Automation sends the envelope to the prospect contact and logs the send date and document link.
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