The system builds a professional PDF proposal from your deal data, emails it to the client, and alerts your sales team.
It branches. Every path runs.
Pattern: Sequence (1) ยท Parallel Split (2)
Putting together a proposal means copying deal details into a document, formatting it so it looks professional, and remembering to save and send it. That process eats up time you could spend on the next deal, and small formatting mistakes make you look less polished.
A sales team or agency that sends custom proposals to clients regularly.
Your clients receive a polished, branded proposal built from your deal details, while your sales team gets notified right away.
The hard question is not how to build it. It is whether this is the right thing to build first.
That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.
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