Produces first-pass proposals from discovery notes and approved templates.
Activation complexity
Medium
Time to activate
10-14 days
Volume share
30-45% of role volume
Impact range
30-50% faster
Inherited pricing
€1.00 – €3.00 per deal touchpoint processed
This capability shares the Sales Support Specialist's metered unit. A deal touchpoint processed is counted once at the role level regardless of which capability handled it. Adding this capability to an active deployment does not change the per-action price.
What this capability handles
Proposal Drafting turns discovery notes and CRM context into first-pass proposals using approved templates. Policy-aware pricing sections route to deal desk when outside policy.
Workflow summary
Reads discovery, retrieves template, drafts proposal, logs to opportunity.
Stages
Decision logic
Uses opportunity stage, template match, and pricing-policy rules to decide draft-and-review or route to deal desk.
Systems and data
{CRM,"doc repo","signature platform"}
{"discovery notes","opportunity fields","template library","pricing policy"}
Exceptions & human handoff
Off-policy pricing or non-standard legal language routes to deal desk for review.
Pricing-policy breach, strategic-account flag, or non-standard legal clause.
Readiness
Proposal-template library approved, pricing policy documented, deal-desk owner named.
Owner on client side · Head of Sales
Impact contribution
35-45% of role impact comes from compressing first-pass proposal time.
Primary KPI · Proposal cycle time · 30-50% faster
The chat opens with Sales Support Specialist and Proposal Drafting pre-selected. You can add other capabilities during the conversation.