Sales workflow
Proposal & SOW Generator
Brief in, branded proposal out. AI drafts proposals from your discovery notes.
The problem we solve
Every proposal eats half a day. You read the discovery notes, copy a previous proposal, find-and-replace the client name, rewrite the scope, adjust the pricing, format it, send it. By the time you're on proposal #4 of the week, the quality has dropped and you're behind on actual delivery work.
How it works
You drop your discovery call notes (or a Fireflies transcript) into a form. AI reads the brief, drafts a fully formatted proposal — your standard structure, your tone, your scope framing, suggested pricing based on similar past projects.
The draft lands in Google Docs (or Notion) ready for your review. You spend 15 minutes refining instead of 3 hours building from scratch. The deal moves faster, you have time for proper discovery on the next prospect.
What changes when you have this
Before
- ·Half-day per proposal
- ·Quality drops as the week goes on
- ·Too busy to do good discovery
- ·Proposals go out late and lose deals to faster competitors
After
- Proposal drafts in 5 minutes
- Quality stays consistent
- You spend time on discovery, not formatting
- Proposals go out same-day after a discovery call
Tools we integrate
Use a different tool? If it has an API, we can connect it.
Best for
- Agencies sending 3+ proposals per week
- Professional services with structured engagement models
- Anyone who feels behind on the proposal pipeline
Industries
Want this running in your business?
Book a free 30-minute discovery call. We'll see if this workflow fits your stack — and quote properly if it's a match.
Book a discovery call