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  1. Home
  2. Workflows
  3. Proposal Generation
beginner

Proposal Generation

Proposals take too long and vary wildly in structure across the team.

Overview

Sales proposal workflow: intake discovery → draft sections → pricing placeholders for human fill → legal/owner approval → send.

Flow

Trigger: Discovery call marked complete

  1. 1
    Trigger

    Discovery complete

  2. 2
    Action

    Draft proposal sections

  3. 3
    Manual

    Insert pricing placeholders

  4. 4
    Approval

    Owner + optional legal approve

  5. 5
    Integration

    Send via Doc/CRM

  6. 6
    Notify

    Schedule follow-up task

Setup instructions

Never let the model invent prices. Keep pricing as human-owned fields.

Human approval points

  • All pricing
  • Legal terms

Metrics to track

  • Time-to-proposal
  • Win rate (measure yourself)

Failure cases

  • Invented pricing
  • Scope creep language

Requirements

Setup: Estimate: 3–7 days (sample)

Cost: Estimate only — sample data, not a verified quote

Required tools

Docs
CRM

Optional

LLM
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