Best for
- B2B sales teams creating custom proposals after discovery calls
- Founders who need faster follow-up after high-value calls
- Enablement teams standardizing proposal quality
Turn qualified sales calls into reviewed proposal drafts, buyer-room assets, pricing notes, approval requests, and follow-up emails.
A proposal generation runbook that qualifies calls, extracts buyer language, matches approved proof, drafts the proposal, creates a Dock room, routes review, and tracks buyer engagement.
Quick view
Check the audience, core tools, and access before you start the detailed steps.
Best for
Core tools
6 tools used across the workflow.
Access
Preview the open steps, then unlock the remaining implementation details and prompts.
Why this works
The best time to create a proposal is immediately after the buyer explains the problem. The problem is that reps often lose time assembling notes, proof, pricing, and next steps. This workflow uses AI to extract the buyer's own language, match it to approved proof, and draft a proposal that still requires human review before it reaches the buyer.
Expected results
Proposal draft time
60-90 minutes to first reviewed draft
The workflow turns transcript review, proof matching, scope drafting, and proposal assembly into a controlled process.
Buyer workspace
1 deal room with 5-8 relevant assets
The Dock room includes proposal, mutual action plan, proof, FAQs, timeline, and stakeholder resources instead of a generic attachment dump.
Approval control
Pricing, proof, scope, and access reviewed before send
Internal review prevents AI-generated drafts from sending unsupported claims or unapproved commercial terms.
Time saved
3-6 hours per qualified opportunity
AI accelerates synthesis and drafting while humans still own scope, pricing, proof, and final approval.
Step-by-step workflow
The first 2 steps are open. Pro unlocks the remaining steps, copy-paste prompts, pro tips, tool-by-tool setup guidance, and implementation details.
45-60 min
45-60 min
Create a proposal trigger checklist before connecting transcripts to drafting. Work in hubspot and google docs and capture the concrete operating details: source links, buyer context, audience, claims, proof points, owner, review status, and the final deliverable link. Keep the work narrow: complete step 1, record the decision or asset created, and avoid changing unrelated parts of the workflow. Before moving on, check that the prompt includes the actual inputs, the requested output format, and clear rules against invented facts; the expected handoff is Proposal eligibility rules with trigger fields, approval path, risk flags, and rejection criteria.
Proposal eligibility rules with trigger fields, approval path, risk flags, and rejection criteria.
Fast proposal generation only helps if the deal is ready. Sending a polished proposal too early can make a weak opportunity look more qualified than it is.
30-45 min
30-45 min
Create a deal workspace folder or Google Doc for the opportunity before drafting anything. Work in gong, hubspot, and google docs and capture the concrete operating details: source links, buyer context, audience, claims, proof points, owner, review status, and the final deliverable link. Keep the work narrow: complete step 2, record the decision or asset created, and avoid changing unrelated parts of the workflow. Before moving on, check that the prompt includes the actual inputs, the requested output format, and clear rules against invented facts; the expected handoff is A complete proposal source pack with transcript, CRM context, account notes, and deal-stage metadata.
A complete proposal source pack with transcript, CRM context, account notes, and deal-stage metadata.
Most bad AI proposals are not bad because of the model. They are bad because the input bundle mixes stale CRM data with partial call notes.
Pro workflow preview
Previewing 2 of 10 steps
Get the remaining 8 steps, copy-paste prompts, pro tips, tool-by-tool setup guidance, and ongoing workflow and prompt releases.
$9/month
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