A pipeline, not a template

Quotes go out late and no two of them look the same.

We build the path from request to sent proposal, so pricing, versions and approvals stop living in one person's head.

A proposal is a workflow, not a document template.

The writing is often the quick part. Time disappears while prices are checked, old terms are copied, and a final version waits for the person who knows what can go out. We map those handoffs, give the content an owner and make approval visible before automating assembly.

What we would ask you first

Where did the last proposal wait, and who had to release it?

Talk it through

What we usually hear first.

“Quotes go out late and inconsistently.”
It is usually a queue problem: the document is quick to write and then waits for a sign-off.
“We need a clear record of which version was sent.”
A central send record makes the final version, date and approver easy to find.
“One person has to touch every proposal.”
Pricing and approval decisions concentrated with one person can delay every proposal.
“Pricing errors are getting through review.”
Copying figures between a spreadsheet and a document creates a point where errors can enter.

From request to approved proposal.

Built to be checked

We follow how a proposal moves today before we suggest changing any of it.

The map of what happens today
We follow recent proposals end to end, with timestamps rather than impressions.
Content with an owner
Pricing, terms and standard sections get an owner and a review date instead of living in old files.
Assembly and approval
Documents are generated from that content, versioned, and routed to whoever has to approve them.
A small job for the model
A model drafts the covering letter but never the prices, and a person approves what it writes before it goes out.

What this needs before it starts.

Before we build anything, your side has to settle how pricing and sign-off work.

You need a pricing model somebody can write down, or we will build a smaller automation.
You need an agreed rule for who signs off what, by value or by type.
Someone has to own the standard content once it is no longer buried in a file.

If it is not there

If there is no approval rule, we can run the session that produces one, but we will not invent it for you.

What you have at the end.

A working pipeline: Request, assembly, approval and record all run inside the Microsoft 365 you already pay for.
The current-state map: It shows where the time went on recent proposals before anything changed.
Pricing and content in one place: Each has an owner and a review date, so a change is made once.
A record of every proposal sent: Version, approver, date and outcome are kept as a record rather than an email.

Where this page sits.

Our work sits in three layers, and each one depends on the one beneath it. The page you are reading is marked.

You are hereProposal Workflows

AI

Data

Foundations

If proposals are the bottleneck, the map is worth having on its own.

We can map where the days go as a separate piece of work, and you can stop there if the map is all you need.