Creating a proposal and statement of work requires pulling discovery notes, reusing past scope language, rebuilding a client deck, and routing everything for internal review and signature.
The automated version drafts scope and pricing from existing records, generates a branded proposal deck, and manages review, signature, and CRM updates in one flow. This shortens turnaround time and keeps every proposal consistent with agency standards.
The full workflow, from trigger to completion.
Deal stage change to Proposal starts the workflow automatically.
The drafting pulls discovery notes, past scope language, and current rate card pricing into a first-draft SOW.
If the project manager requests changes, edits are made directly in the shared draft before it proceeds.
The design converts the approved SOW copy into a client-ready deck using the agency's templates.
The finished deck is converted to PDF and sent for e-signature.
If the client has not signed within three days, an automatic reminder goes out.
Once signed, the deal stage updates and the account team is notified.
No credit card, no commitment. Map your process and walk away with a full build plan.
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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Everything you need to know before mapping this process.
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