Proposal Prep Operator

Job description

Takes deal and scope from CRM or sheet. Fills your proposal template, applies pricing rules, and outputs a draft. Optionally creates a DocuSign envelope. One job: proposal ready for human review.

Systems it connects to

Operator capabilities

• Reads deal data
• Fills templates
• Applies pricing rules
• Creates envelopes
• Drafts proposals

Actions it can take

1. Read deal and scope from CRM
2. Fill proposal template
3. Apply pricing rules
4. Output draft and optional envelope

Actions requiring approval

The following are queued for human approval before the operator executes.

• →Proposal send
• →Pricing override

Boundaries — what it won't do

This operator does not perform the following automatically.

• Does not sign documents
• Does not negotiate terms
• Does not send to customer

Trial outcome promise

Results in first 7 days

Typical outcomes from trial runs. Results depend on your volume and configuration.

Install flow

Four steps: company info, choose systems to connect, set responsible approver, start trial.

1. 1Enter company name and work email.
2. 2Select which systems this operator will connect to (e.g. CRM, inbox).
3. 3Define who approves actions that require a human check.
4. 4Start your 7-day trial. Configure and run from your dashboard.

FAQ

• What happens when the trial ends?

  You get a summary of what the operator did during the trial. If you subscribe, it continues with the same connections and settings. No data is deleted.

• Can I change systems or approvers during the trial?

  Yes. From your dashboard you can add or remove system connections and change the responsible approver at any time.

• What if the operator doesn't fit our workflow?

  Cancel before the trial ends—no charge. Your data is yours; we don't lock in your systems.