Proposal and SOW creation turns discovery call details into a formal document covering scope, pricing, and terms. Building each one by hand pulls a sales rep through multiple manual drafting and approval steps, slowing down how quickly a deal can move forward.
An automated version drafts the proposal and SOW from call notes, calculates pricing against a rate card, and routes only exceptions for approval. The result is a consistent, branded document that reaches the client faster and with less back and forth.
The full workflow, from trigger to completion.
Workflow starts the moment a rep sets the deal stage to Proposal.
Pulls call notes and the latest scope thread into one brief.
Generates the scope, deliverables, timeline, and formal SOW sections from the brief and past templates.
Calculates the effort and price estimate against the current rate card.
If the estimate is above the approval threshold, the manager gets a prompt with the draft attached for a quick yes or no.
Approved content is dropped into the branded template automatically.
Sends the document to the client and starts tracking opens and signature status.
Deal record updates automatically and a follow-up task is scheduled for the rep.
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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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