Proposal and SOW creation covers everything from confirming scope with a client to drafting narrative, pricing, timelines, and legal terms into a signed document.
An automated version pulls confirmed scope and rate card pricing to draft the narrative, timeline, and legal sections in one pass, then applies the branded template and routes the document for signature. The result is a consistent proposal that reaches the client faster with less manual drafting.
The full workflow, from trigger to completion.
The workflow starts the moment a sales rep moves a deal to won and confirmed scope.
The automation platform reads matching package pricing and add-on rates from the rate card.
The automation drafts the proposal narrative, SOW timeline, and standard legal clauses using the confirmed scope and pricing.
When scope falls outside the standard package, the account manager reviews and adjusts the draft before it proceeds.
The approved draft is dropped into the agency's branded template automatically.
The finished proposal is sent to the client for signature.
The deal record updates to reflect that the proposal has been sent, with a copy attached.
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