Proposal Workflow
Turn discovery into a clear proposal, review it internally, and send it to the client.
#Business goal
Send a proposal that reflects the client's needs and your pricing.
#When to use this
After discovery, when you are ready to make an offer.
#At a glance
| Detail | Value |
|---|---|
| People involved | Sales owner, SDR |
| Departments used | Sales |
| Modules used | CRM |
| AI used | Sales Agent drafts outreach and proposals; you review and send |
| Recommended timeline | 1–2 days |
| Prerequisites | CRM access; Leads in the pipeline |
#Step-by-step process
1
Draft the proposal
Base scope and pricing on the discovery notes; AI can draft, you refine.
2
Review internally
Check scope, pricing, and terms.
3
Send to the client
Deliver the proposal and log it on the opportunity.
4
Track the response
Follow up per your follow-up strategy.
#Decision points
Decisions to make along the way
- Is the pricing profitable and competitive?
- Which scope option to lead with?
#Approval points
Human approval required
- Proposals are reviewed internally before they are sent to the client.
#Success metrics
- Proposal acceptance rate
- Time from discovery to proposal
#Best practices
- Tie scope directly to discovery notes.
- Review pricing before sending.
#Common mistakes
- Copy-paste proposals that ignore discovery.
- Sending without an internal review.
#Realistic example
In practice
The owner has AI draft a proposal from the discovery notes, adjusts pricing, a colleague reviews it, and it goes out the same day — tracked on the opportunity.
#Related documentation
Follow-up Strategy
Keep momentum.
Send a Proposal
Underlying flow.
Business Workflows
Underlying step-by-step flows.
Contact Support
Reach the DevSphere OS team.
Still need help?
Can’t find what you’re looking for? The DevSphere OS team is happy to help.
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