Proposal Automation Engine
Turn template-based quotes into same-day deliverables with context-aware drafts, approval routing, and automated follow-up.
Most deal cycles slow down after “We’ll send a proposal.” Inputs are missing, drafts take days, and once the proposal is sent, follow-up becomes inconsistent. Orion’s Proposal Generation & Tracking feature standardizes proposal automation—from structured intake to generation, tracking, and follow-up—so deals keep moving.
What it does
Pull pre-qualified data from CRM + call transcripts
Orion extracts company name, pain points, budget, timeline, and technical specs discussed during discovery.
Auto-populate proposal template with custom fields
Your Word/PDF template gets filled with the right pricing, scope, and T&Cs—no manual copy-paste.
Send + log in CRM automatically
Proposal delivered via email, link tracked, CRM updated with “Proposal Sent” timestamp and file attachment.
Trigger post-proposal follow-up sequence
Day 2: “Did you get a chance to review?” Day 5: “Any questions on pricing?” Day 8: Leadership escalation if no reply.
Alert rep when prospect opens proposal
Real-time Slack notification: “John at Acme Corp just opened your proposal”—call while they’re reading it.
Why it matters
- Shorter sales cycles and faster time-to-proposal
- More consistent quality and fewer errors across proposals
- Higher follow-up consistency after proposals are sent
- Clear accountability: what was sent, when, and what happened next
What you can configure
- Proposal templates and required input fields
- Stage-based triggers (proposal requested/sent/quiet)
- Follow-up rules and timing windows
- Ownership rules and escalation paths
- CRM logging fields (proposal status, timestamps, next action)
Metrics to track
- Time-to-proposal (request → sent)
- Proposal follow-up completion rate
- Time-in-stage after proposal sent
- Win rate for deals with on-time proposals
- “Dormant proposal” rate (no response past X days)
FAQ
What is proposal automation?
Proposal automation standardizes how proposals are generated, sent, tracked, and followed up—reducing manual work and speeding up deal cycles.
Can Orion automate follow-ups after a proposal is sent?
Yes—Orion can trigger follow-up actions when proposals go quiet, based on your timing rules.
Do proposals get logged to the CRM?
Yes—proposal status and key timestamps can be recorded for visibility and governance.