Core build · 1–2 weeks
Proposals out the same day, not the same week.
Fill in a short form and out comes a finished, correctly priced proposal — saved against the deal and sent off to be signed.
Doing it by hand
Each proposal starts as a copy of the last one. Someone updates the name, re-does the pricing table, misses one placeholder, and sends it two days after the call — by which point the prospect has cooled off.
- Half a day of document editing per proposal
- Pricing errors and leftover placeholders
- Days of delay between call and proposal
- No record of which version was actually sent
What we build instead
You fill in what the job involves. It works out the price from your own rate list, produces a proper branded PDF, saves it against the deal, and sends it for signing. The version that reaches the customer is right every time, because nobody had to remember to update anything.
This one is designed and ready to build, but we have not built it yet — so there is nothing to show you running, and we are not claiming any results. We agree exactly what it will do for your systems first, and you see it working before you sign it off.
Scope this workflowThe workflow
How it runs
The highlighted steps are the parts we build for you. The rest are things you already have.
- TriggerForm filled inWhat the job is
- ProcessPrice worked outYour rate list
- ProcessPDF createdYour branding
- ActionSaved to dealSales system
- ActionSent to signDigitally
- Short form
- Your price list
- Your sales system
- Digital signing
What you get
- The same professional proposal every time, from a short form
- Prices worked out from one list, so no mistakes
- Saved against the deal without anyone filing it
- Sent for signing, and you can see when they open it
- Professional services
- Real estate
- Small & mid-size business
Related workflows
Others that fit the same business
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