Creating a proposal and statement of work means turning raw discovery notes into a priced, branded document from scratch. Each version requires manual research, drafting, and formatting, which slows down turnaround and invites pricing errors.
The automated version extracts scope details, matches pricing to the rate card, and assembles a branded proposal automatically. Staff only review and send, which shortens turnaround and keeps pricing consistent.
The full workflow, from trigger to completion.
Triggered automatically when an account manager moves a deal into the Proposal Requested stage.
Pulls discovery call notes and to produce a structured scope and deliverables summary.
Matches the scope against the live rate card and generates a line-item cost breakdown.
Merges the scope summary, pricing table, and standard SOW terms into the branded and template.
Studio director sends redline feedback whenever the draft needs changes before it can be sent.
Routes the approved proposal and SOW to the client for review and e-signature.
Updates the deal record and notifies the account manager once the client opens or signs the document.
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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.
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