Proposal and SOW creation asks one person to translate discovery notes into scope language, build pricing, and route everything for sign-off by hand. Repetitive drafting and manual approval chasing slow down every deal and invite copy-paste errors.
An automated version pulls discovery details and pricing rules into a ready-to-edit draft, flags anything outside standard thresholds for approval, and delivers the signed document while updating the deal record. The result is a faster, more consistent proposal with far less manual assembly.
The full workflow, from trigger to completion.
Deal stage change to 'Discovery Complete' starts the workflow automatically.
Proposal Drafting pulls call notes and deal data to generate scope content and pricing tiers.
Drafted content is inserted into the correct branded template automatically.
When pricing exceeds standard thresholds, the manager reviews the figures manually before it proceeds.
Standard-priced proposals are posted to the manager's channel with one-click approve or edit buttons.
If changes are requested, the rep updates the live document directly and the flow resumes.
Delivery & Tracking converts the approved doc to PDF and sends it.
Once the client signs, the deal record and stage update automatically.
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.
Other high-impact processes teams commonly map alongside this one.
Everything you need to know before mapping this process.
Map this to your business to get your exact numbers.
Map This AutomationNo credit card required — it's free.