Drafting Proposals

Drafting Proposals turns an open deal into a client-ready proposal without you writing it from scratch. You pick the deal; Agenteous drafts the scope of work from your service catalog, estimates the hours and the timeline, and prices it. What you get back is a full first draft you read over before anything goes out. The writing is done for you; the decision to send stays with you.

Use this page when a conversation with a prospect is far enough along that they are ready to see numbers. Instead of starting from a blank document, you start from a draft that already has the work spelled out and priced, and you spend your time reviewing and adjusting rather than assembling.

What You See

The page has two parts: a place to draft a new proposal, and a list of the ones already drafted.

Draft a Proposal. A short panel with a deal picker and a Draft button. The picker lists your open deals, the freshest first, each showing the deal name, the company, and the amount so you can tell them apart. Pick one and the Draft button generates the proposal.

Drafted Proposals. A table of everything you have drafted so far. Each row shows:

• Company. The clients the proposal is for.
• Proposal. The title of the proposal.
• Status. Where it stands. A fresh draft reads Draft; later stages read Approved, Sent, or Rejected as the proposal moves forward.
• Drafted. The date you generated it.

Click any row and it expands to show the full proposal. A drafted proposal contains:

• Summary. A short overview of what you are proposing.
• Estimate. The expected effort, given as a range of hours.
• Investment. The price, given as a range.
• Timeline. How long the work runs, in weeks.
• Scope. The work broken into phases, each phase carrying its own line items and an hours figure, plus a project-management allowance.
• Why Us. A few points on why your agency is the right choice.
• Assumptions. The conditions the estimate and price depend on.
• Next Steps. What happens after the prospect says yes.

When you have not drafted anything yet, the list reads "No proposals yet. Draft one from a deal above."

What You Can Do

• Draft a proposal from a deal. Choose an open deal from the picker and click Draft. It takes a moment while the full draft is assembled: scope from your service catalog, an hours estimate, a price, and a timeline. When it finishes, the new proposal opens so you can read it straight away.
• Read a drafted proposal. Click any row in the Drafted Proposals table to expand it and read the summary, the scope phases and line items, the estimate, the investment, and the rest. Click it again to collapse it.

This page is for drafting and reading. You generate a proposal here and review what came back; you do not send it from this page. Every proposal is reviewed before it reaches a prospect, so nothing leaves on its own.

How It Connects

A proposal is built from the deal you pick plus what is already known about that prospect and your own service catalog, so the scope reflects the services you actually offer and the draft is shaped to the specific opportunity. Drafting a proposal here is the start of that document's life, not the end: once you have read it over and it is ready, it goes through review before it is sent. This page is where the proposal is written and read; the review and send happen separately, so a proposal is never one click away from a prospect's inbox.