Proposals and contracts convert a client inquiry into a signed agreement. Handling each step manually slows response times and creates inconsistent pricing across proposals.
An automated version qualifies leads, drafts priced proposals, and routes them for review without manual drafting. It also nudges clients for follow-up and tracks signatures, so contracts close faster with less oversight.
The full workflow, from trigger to completion.
A new inquiry email or form submission creates a lead record automatically.
The automation pulls deal details, applies pricing rules from Excel, and drafts a full proposal.
For deals over the approval threshold, a manager reviews and approves the draft before it goes out.
Approved proposals are emailed to the client automatically and logged against the deal.
If there is no client response within a set number of days, the automation sends a follow-up email and updates status.
The rep handles any requested changes directly with the client and confirms final terms.
The automation builds the contract from the agreed terms and sends it out for e-signature.
Once signed, the contract is filed and the deal record is updated to closed-won automatically.
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