Proposal and SOW generation

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

1. 1

   Trigger

   Opportunity stage change detected

   Salesforce opportunity is updated to 'Proposal Required' stage. Workflow captures opportunity ID, client details, and project requirements.

   Salesforce
2. 2

   Action

   Extract client and project data

   Retrieves comprehensive client information, contact details, project scope, and historical engagement data from CRM. Pulls relevant project templates and pricing models based on service type.

   SalesforceHubSpot
3. 3

   Decision

   Determine proposal complexity level

   Evaluates project scope, budget range, and service type to determine if this is a standard or custom proposal. Routes to appropriate template and approval workflow.

4. 4

   Action

   Generate proposal and SOW documents

   Auto-populates proposal template with client data, project deliverables, timeline, and pricing. Creates corresponding Statement of Work with detailed scope and terms.

   Monday.com
5. 5

   Action

   Create project structure and estimates

   Sets up preliminary project phases in project management system with estimated hours and milestones. Configures time tracking categories for future billable work.

   MavenlinkHarvest
6. 6

   Action

   Route for internal approval

   Sends generated proposal to appropriate stakeholders for review based on deal size and complexity. Notifies account manager and practice lead.

   Salesforce
7. 7

   Output

   Deliver proposal package

   Creates final proposal package with cover letter, detailed SOW, and project timeline. Updates opportunity record with proposal status and next follow-up date.

   SalesforceHubSpot

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