Creating fee proposals for engineering projects requires manually extracting scope details, looking up labour rates, calculating fees, and formatting documents. This repetitive work introduces calculation errors, inconsistent branding, and delays that slow down deal closure.
Automation reads the scope document, extracts labour categories and hours, applies current rates, calculates total fees with contingencies, and generates a branded proposal document. The result is error-free proposals delivered in hours instead of days.
The full workflow, from trigger to completion.
A scope document is marked approved or uploaded to the shared folder. The automation is triggered with the document link and deal details.
The automation reads the scope document, identifies deliverables, labour categories, and estimated hours. The extracted data is structured and validated.
The automation queries the master rate card spreadsheet and retrieves the correct hourly rates for each labour category based on seniority and geography.
The automation multiplies hours by rates, sums totals, applies contingency or discount rules, and calculates the final fee. All calculations are logged for audit.
A formatted proposal document is generated from a template in Google Docs, populated with client details, scope summary, labour breakdown, and calculated fees. Branding and formatting are applied automatically.
The proposal is sent to the sales manager with a summary of key details and a link to review. The manager approves or requests changes.
Once approved, the proposal is converted to PDF, branded, and sent to the client with a professional cover email. A copy is saved.
The deal record is updated with the proposal date, amount, and status. The deal is moved to Proposal Sent and a timeline entry is logged.
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