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Branded Proposals from CRM Deals with E-Signature

Turn a Proposal-stage CRM deal into a branded proposal doc, PDF, and DocuSign signature request — staged for one-click approval.

Best forAgencyB2BSaaSServices
Agents10 required
Duration3-6 minutes

Detects deals that reach the Proposal stage, pulls the deal economics and signer contact from the CRM, enriches the buyer with sourced facts, and validates pricing against your price book. It assembles a fully branded proposal document — cover, executive summary, scope, pricing table, terms, and an acceptance block — then, only after you approve, materializes it as a Google Doc, exports the PDF, and stages a DocuSign envelope with signature tabs. Nothing is written or sent to any external system before your one-click approval, and a persisted idempotency key means re-runs never create a duplicate envelope.

How it runs

Multi-agent orchestration — here's the flow, step by step.

01

Pull Proposal-stage deal(s), resolve the signer contact + email, and run the suppression / do-not-contact and already-sent dedupe gate first.

crm scanner
01

Read deal economics (amount, line items, terms) into a structured proposal brief, flagging gaps rather than inventing numbers.

deal analyzer
02

Enrich the buyer's company with sourced facts (what they do, size, recent signals) for a tailored opening; drop unverifiable claims.

web researcher
02

Validate the amount and line items against the price book and assemble the terms block; flag any discrepancy for owner input.

pricing analyst
03

Design the document structure and bind each section field to its CRM value so nothing is hand-keyed.

proposal architect
03

Write the full proposal — prose, pricing table, and a buyer-specific executive summary — with unresolved fields marked for owner confirmation.

client proposal writer
03

Enforce brand voice and brand kit across the document so it reads like the company's own.

brand voice agent
04

Gate the phase behind explicit approval, order the irreversible steps, and persist the idempotency key before any send.

workflow orchestrator
04

On approval, build the branded Google Doc and export it to PDF, storing both the Doc link and the PDF.

docs manager
04

Stage the DocuSign envelope (signature tabs on the acceptance block), the CRM logging plan, and the optional cover email — none sent until approved.

distributor

Required Agents

10
  • crm-scanner
  • deal-analyzer
  • web-researcher
  • pricing-analyst
  • proposal-architect
  • client-proposal-writer
  • brand-voice-agent
  • docs-manager
  • distributor
  • workflow-orchestrator

Connections

Required

docusigngmailgoogle_docshubspot

Optional

gmailresenddocusign

What it does

  • Auto-detects deals entering the Proposal stage in HubSpot
  • Resolves the real signer contact and email from the deal
  • Suppression / do-not-contact gate before any outbound
  • Sourced buyer enrichment for a written-for-them opening
  • Pricing validated against your price book — never silently reconciled
  • Branded Google Doc build with logo, colors, and terms
  • One-click PDF export plus a staged DocuSign signature request
  • Idempotency key persisted before send — no duplicate envelopes

Example prompt

A deal just moved to Proposal stage in HubSpot — build a branded proposal document for it and get it ready to send for signature via DocuSign.

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