Enquiry-to-proposal support
Incoming enquiries can be organized without inventing why a prospect is or is not a fit. The application extracts requirements the sender stated. Call briefs and proposal drafts use approved scope and pricing only. Follow-up dates are tracked without a guessed score.
What goes in
Incoming enquiries, your approved scope and pricing, the call-brief format, and the follow-up rules you use. The call brief repeats the stated requirements and does not add new ones.
What the engine does
- Organize the enquiry and extract the requirements the sender stated.
- Prepare a call brief from those requirements.
- Draft a proposal only from approved scope and pricing.
- Track follow-ups without adding qualification details that were not given.
What your team receives
An organized enquiry, a call brief, a draft proposal grounded in approved scope and pricing, and a follow-up record. Unstated qualification is left blank. The proposal does not add scope or a price that was not already approved.