Turn messy discovery call notes into a polished, client-ready proposal draft in minutes — complete with pricing options and next steps.
Writing proposals is one of the biggest time sinks in any sales process. This workflow takes your discovery call notes — messy, abbreviated, rushed — and produces a structured proposal draft that addresses the client's specific situation, articulates your solution clearly, and presents tiered pricing options.
Always review pricing and commitments before sending. The proposal is a starting point — ensure all figures and timelines are accurate.