/from approved text
Your team selects services, scope and fees, and the system assembles a proposal or engagement letter from clauses your partners have already approved. Clients read it online, accept it, and you see where every proposal stands.
↓Each loop assembles a different engagement letter from approved clauses, routes it for initials, then the client accepts
Proposal automation,explained without jargon.
What is proposal automation?
One idea at a time. Each sheet lays over the last, so the picture builds up. Tap a number to jump.
It is like a well-organised kitchen where every ingredient is measured and labelled, so each dish comes out the same however busy the evening gets.
It replaces the habit of copying last month's Word file with a guided form.
A manager picks the services, enters the client's details and fees, and the system pulls in the matching scope, assumptions and terms.
A partner approves it if your rules need that, and the client receives a clean document or a link to accept.
Every version and acceptance is saved against the client record.
Picture a business like yours,in three frames.
A typical situation, not a client story. The line in each frame goes from tangled to straight as the work is done.
A Bengaluru consultancy sending proposals for HR and payroll advisory
Heard yourself say this?Count how many fit.
Five things owners tell us before a project like this starts. Every one you recognise adds a tally mark.
Tap the lines you have said this year.
One fits. Worth a short call to see if Proposal automation is the right fix.
Two fit. A short call will tell you whether to do this now or later.
Three fit. This is probably worth planning soon.
Four fit. You are losing time to this already.
All five. This page was written for you.
Six parts,all handed over to you.
Your Proposal automation work is made of these six parts. The comb lights each one in turn; tap a cell to read it.
Approved clause library
Scope, deliverables, assumptions, client responsibilities, fees and terms for each service, stored as reusable blocks. Only nominated partners can edit the master text.
Guided proposal builder
A form that asks for client type, services, periods and fees, then assembles the document in the right order. Conditional clauses appear only when they apply, such as a tax audit clause when turnover crosses the threshold.
Fee calculator
Optional rules that suggest fees from inputs like number of entities, transactions or hearings. Managers can override within limits you set.
Approval routing
Proposals above a fee level or with non-standard clauses go to a partner for approval first. The partner sees exactly what changed from the standard text.
Client view and acceptance
Clients open a secure link, read the proposal on any device and accept with a click, or sign through an Aadhaar eSign provider where needed. A PDF copy with the acceptance record is saved.
Status tracking
A list showing which proposals are drafted, sent, opened, accepted or expired. Reminders go to the manager when a proposal sits unanswered.
- Approved clause library
- Guided proposal builder
- Fee calculator
- Approval routing
- Client view and acceptance
- Status tracking
The question we hear most:Use proposal software inside your CRM or a custom builder?
The board turns through each option. Tap one to hold it and read the trade-off.
You already run Zoho CRM, HubSpot or Salesforce and your proposals are fairly simple.
Complex conditional clauses and Indian engagement letter formats can be awkward to fit.
You send a handful of standard letters and want a quick improvement.
There is no approval flow or tracking, and old copies still drift.
You have many services, branches and approval rules.
It takes longer to set up and clause changes need a clear owner.
Four legs of one relay,about 8 weeks, start to finish.
Each leg is sized by how long it usually takes. Watch the baton go round, or tap a leg to jump there.
Four things that trip a project,and the fix we fit instead.
Each fuse is a mistake we see often. Watch it blow and get replaced, or tap a fuse to read the fix.
Automating messy templates as they are
Agree one approved wording for each clause before building anything.
Letting anyone edit the master clauses
Limit master edits to nominated partners and keep a history of every change.
Ignoring the Standard on Auditing for engagement terms
Have your audit partner check that audit engagement letters cover what the applicable standards require.
Sending proposals as attachments with no tracking
Send a secure link so you can see when it is opened and record acceptance in one place.
Four factors,four corners of your project.
Each corner grows when that factor is on the larger side. The outline is your project's footprint, and the quote follows it.
A compact project. The smallest footprint for your quote.
Mostly compact, with one area that needs more work.
A balanced build. Half the factors on each side.
A larger build. Most areas need extra work and time.
The full footprint. Every factor on the larger side.
Proposal automation questions,answered plainly.
Search the answers. If yours is missing, ask us on the call.
Cost & timeHow long does proposal automation take and what affects cost?
A builder for a few core services takes about four weeks, and a multi-service setup with fee rules and approvals takes up to eight. Cost depends on services, fee logic, signing and connections. You get a fixed quote within 48 hours.
Getting startedIs click-to-accept legally valid for engagement letters?
Electronic records and acceptance are generally recognised under the Information Technology Act, 2000. For some documents, a specific form of signature or stamping may matter. Check with your adviser which method suits each type of document.
Getting startedCan we still edit a proposal by hand?
Yes. Managers can add custom text in marked sections, and those changes are highlighted for partner review. Master clauses stay protected.
Getting startedDo ICAI or Bar Council rules affect proposals?
Proposals go to a client who has approached you, so they are usually treated differently from advertising. Fee rules, independence checks and engagement terms may still apply. Check your professional body's current guidance or your adviser.
OwnershipWho owns the templates and clause library?
Your firm owns all templates, clauses and proposal records. They sit in your systems and can be exported at any time.
In IndiaCan proposals include GST and payment terms?
Yes. Fees can show GST separately and payment terms such as milestones or retainers. Accepted proposals can pass these to your billing or accounting tool.
Getting startedCan it work with our CRM?
Yes. We can link proposals to Zoho CRM, HubSpot or Salesforce records so the deal stage updates when a client accepts. Our CRM integration service covers this in detail.
Getting startedWho looks after the builder once it is live?
On a care plan we add services, update clauses after partner approval and keep the signing and CRM connections working. The proposal care plan is month to month and you can end it whenever your templates are settled.
Works well alongside,from the same industry kit.
Send the right proposal every single time
Share two or three of your current proposals and we will reply within 1 working day with a plan.