// Proposal preparation
Prepare a proposal your team can confidently review.
An illustrative workflow for turning a discovery brief into a consistent proposal draft, with commercial decisions kept with the owner.
Automation Example. Example workflow, not a customer case study.
The starting situation
A salesperson copies notes into an old document, looks up service descriptions, and checks pricing with a colleague. Missing requirements can become unapproved promises. The proposed workflow prepares a draft from approved material and makes gaps explicit.
The proposed workflow
- TriggerCollect the brief and link the original discovery notes.
- AutomatedCheck required inputs and list questions that still need an answer.
- AutomatedSelect relevant approved service descriptions and scope options.
- AIGenerate a draft using the current proposal template and authorized price inputs.
- Requires approvalSend the draft to its owner for review and record the approved version.
Where a person decides
A person confirms scope, price, timeline, terms, and delivery capacity before sending. The workflow must not invent a discount, guarantee, or missing requirement. Sending remains an explicit approved action.
Tools and data
CRM notes, an approved service catalog, a price source, and a document template. Client details stay linked to their original record; uncertain inputs are marked rather than guessed.
What a pilot should measure
Measure active drafting time, review corrections, missing requirements, and progression after sending. Compare similar proposal types; a faster draft alone does not prove higher sales conversion.
What to bring to an audit
Bring a redacted brief, an accepted proposal format, current commercial rules, and examples of edits reviewers usually make. Pilot one offer before supporting a broader catalog.
Show us the workflow your team still handles manually.