Proposal and statement of work creation pulls together discovery notes, pricing, case studies, and legal boilerplate into a single client-facing document. Because most of this is drafted and assembled by hand, small wording or pricing errors slip through and turnaround stretches across several days.
The automated version drafts the proposal directly from discovery notes and current rate card data, then routes it through review, formatting, and signature without manual re-entry. The result is a consistent, accurate proposal that reaches the client the same day it is approved.
The full workflow, from trigger to completion.
Automation starts the moment an account executive tags the deal as Scope Confirmed.
Proposal Drafting retrieves discovery notes from the CRM and current rates from the rate card.
Writes the scope, deliverables, timeline, and pricing table into the practice's proposal template.
Relevant case studies and standard terms are inserted automatically based on the client's industry and deal size.
Review & Delivery incorporates the practice lead's approved edits into a final version.
Final draft is exported to a client-ready PDF.
Proposal is sent to the client contact for signature.
Signed status and document link are written back to the deal record.
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