Proposal and statement of work creation combines discovery notes, scope details, and pricing into client-ready documents. When done manually, drafting each document from scratch causes delays and inconsistent quality across deals.
An automated proposal and SOW workflow drafts scope, pricing, and deliverables directly from call notes and past deal data. This shortens turnaround time and keeps pricing and formatting consistent across every proposal.
The full workflow, from trigger to completion.
Fires the moment the rep moves the opportunity to the Proposal stage after a discovery call.
Pulls call notes and deal fields and drafts scope, approach and pricing content.
A structured proposal document is assembled with scope, timeline and cost tables filled in.
Converts the approved scope into a formatted SOW with deliverables and milestones.
For deals outside auto-send thresholds, the manager approves or edits pricing and scope directly.
Proposal and SOW are merged into the firm's branded template and formatted for send.
The client receives the combined proposal and SOW for electronic signature automatically.
The opportunity record is updated with the send date and a follow-up reminder is scheduled automatically.
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Other high-impact processes teams commonly map alongside this one.
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