Proposal creation requires sales reps to manually gather prospect data, look up pricing, draft documents, and chase approvals across multiple systems and email threads. This fragmented workflow introduces errors, delays approvals by hours or days, and consumes significant selling time.
Automated proposal creation pulls prospect and deal data directly from the CRM, generates complete proposals with correct pricing and legal terms, and routes them through a streamlined approval workflow.
The full workflow, from trigger to completion.
Sales rep clicks 'Create Proposal' or submits a form with prospect and deal details. The automation is triggered immediately.
The automation reads prospect name, company, deal value, product selection, and contact email using the API.
The automation queries a pricing lookup table to fetch the correct tier, add-ons, and applicable discounts based on deal size and product.
The automation composes the proposal narrative, terms, and payment schedule based on the extracted data and pricing. the automation applies company branding and standard legal language.
The automation generates a formatted PDF from the proposal content and uploads it, pre-populating signature fields for the prospect and manager.
The automation sends a notification to the assigned sales manager with a link to review and approve the proposal. The manager can approve or request changes in one step.
Once the manager approves, the automation sends the signed proposal to the prospect via email and for e-signature.
The automation updates the deal record with the proposal send date, version, link, and status, closing the loop.
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