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Sales blueprint

Proposal Approval and Send Automation Blueprint

Draft, approve, and deliver proposals without the email chains. The agent handles template selection, manager routing, and client delivery.

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Workflow blueprint

Trigger

Sales rep marks a deal as "proposal needed" in CRM

  1. Template selection

    AI Agent Google Docs

    Select proposal template based on deal type, package, and client industry.

  2. Draft generation

    AI Agent Google Docs

    Populate template with client details, pricing, scope, and timeline from CRM data.

  3. Internal review request

    AI Agent Slack

    Post draft link in the approvals channel and tag the sales manager for review.

  4. Manager review

    Human

    Sales manager reviews the proposal, adds comments, or approves in Slack.

  5. Revision (if needed)

    AI Agent Google Docs

    Apply manager feedback to the proposal and resubmit for approval.

  6. Send to client

    AI Agent Gmail

    Convert to PDF and send to the client with a personalized cover email.

  7. CRM update

    AI Agent HubSpot

    Update deal stage to "Proposal Sent" and log the sent date.

Expected outcome

Proposals go from draft to client inbox in 4 hours instead of 3 days.

Smart Templates

Proposals pull from templates matched to deal type. Client details, pricing, and scope fill in automatically.

Slack Approvals

Managers approve or request changes directly in Slack. No separate approval tool needed.

Auto-Send

Approved proposals convert to PDF and reach the client with a branded cover email.

Revision Loop

Manager feedback gets applied automatically. The agent resubmits until approved.

Turnaround Tracking

Track time from request to delivery for every proposal.

CRM Sync

Deal stage updates automatically when the proposal is sent.

FAQ

Can I have multiple approval levels?

Yes. You can configure sequential approvals, for example sales manager then finance director for deals above a certain value.

What proposal formats are supported?

Google Docs templates that convert to PDF. You can also use custom HTML templates for branded output.

Can clients sign directly?

This blueprint covers delivery. For e-signatures, we add a DocuSign or PandaDoc integration as an add-on step.

What if the manager does not respond?

The agent sends a reminder after 2 hours and escalates to the next approver after 4 hours if configured.

Related

Industries
ConsultingLegalMarketingFreelancing
Integrations
GmailGoogle DriveDocuSignDropboxFigma
Use Cases
Document Drafting AssistanceContract Lifecycle Management
WhatsApp Playbooks
Law Firm Client IntakeFreelancer Client OnboardingInterior Design Client Updates
Automate
Contract GenerationClient Proposal GenerationQuote Generation

Speed up your proposals

Deliver polished proposals the same day. Automate the approval bottleneck.

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