An approved source set
Templates, scope blocks, pricing inputs, and version rules with responsible owners.
Sales / Quotes & proposals
Assemble the proposal. Keep the judgment.
Bring approved scope, pricing inputs, and terms into a consistent first draft—ready for a commercial owner to review.
Book a call ↗Free 30-minute call. Bring one task.
Where it gets stuckQuotes & proposals,
Quotes & proposals,
with the context attached.
Rebuilding a proposal from an old document risks carrying forward the wrong assumptions, outdated terms, or a price that belongs to another deal. The useful automation is controlled assembly, not confident invention.
A good first scope
Choose one proposal type and identify which sections are reusable, calculated, or always decided by a person.
The workflow
- 01 / The starting point
An opportunity has enough agreed information to prepare a quote.
- 02 / The right context
Pull the current approved template, price inputs, scope items, and exclusions.
- 03 / Prepared for review
Assemble a draft with unresolved fields clearly marked for completion.
- 04 / A person decides
The commercial owner checks pricing, promises, and terms before sending.
Before we startThree things
Three things
to settle first.
Which proposal type repeats most, and which sections are reusable, calculated, or always decided by a person?
Where do approved prices, terms, and discount authority live, and who keeps them current?
Who reviews the assembled draft before it reaches a customer, and what do they check first?
Tangible work
A useful working handoff
A proposal assembly flow
A structured draft from the opportunity record, with missing information visible rather than guessed.
A review checklist
Checks for outdated terms, conflicting figures, unapproved discounts, and unsupported delivery promises.
How we would startMap it. Test it.
Map it. Test it.
Then decide.
Agree the trigger, source systems, reviewer, and acceptance criteria. Build the bounded preparation path, then test it with the person who will own it.
Include the awkward cases
Test a missing price, an expired template, conflicting scope notes, and a discount above the approver’s authority.
Keep this boundary explicit
No invented pricing, contract terms, discount authority, or delivery commitment. Legal and commercial approval remain outside the draft-generation step.
See how acceptance evidence works ↗A few useful answers
Before we begin.
Can it create custom wording?
It can draft from approved material within scope. Anything that creates a new commitment needs review.
Does it replace a quoting platform?
Not necessarily. It may prepare inputs or drafts for the tools you already use, depending on integration options.