From discovery call to proposal, same day.
Turns call notes into a sectioned proposal in your template. Half a day of writing becomes a fifteen-minute review.
Let's talkA screen recording of this system running end to end is coming soon. Until then, we'll run it live on a call.
See it live →Proposals lag the momentum.
A good discovery call creates momentum, and then the proposal takes three or four hours nobody has. It goes out days later, after the excitement has faded and a competitor has called.
The content mostly exists already: it was said on the call and logged in the notes. Writing it up is assembly work.
How it works.
Discovery gets logged
By the Post-Call system automatically, or from notes a rep drops in. Pain, scope, stakeholders, budget signals.
It drafts in your template
Your sections, your formatting, your pricing structure. The content comes from what the prospect actually said.
The rep reviews and sends
Fifteen minutes to check numbers and sharpen wording, then out the door while the call is still fresh.
What lands in your stack.
- A sectioned proposal in your own template
- Content drawn from the actual call notes
- Pricing structured from your rules, confirmed by the rep
- Each version logged to the deal
Works with your CRM, call notes, and document format (Docs, Word, or PDF).
Questions people ask.
Does it use our template?
What about pricing? That has to be right.
What if discovery notes are thin?
See it running live.
A free 30-minute call. We'll show you the system on a real pipeline and map where it fits in yours.
Book a free discovery call