A proposal needs to reflect the agreed work as well as the prospect’s situation. Norml builds a workflow that gathers selected CRM and discovery records, drafts the narrative and inserts approved commercial details into your proposal format. The account owner reviews the source evidence and unresolved items before the document can be shared with a prospect.
The first scope can connect HubSpot opportunity context with a Google Docs proposal template. AI assists the narrative; commercial fields are copied from approved records and checked independently.
Match the prospect and opportunity by stable identifiers. Gather only the discovery notes and CRM fields authorized for that proposal. Separate customer statements, agreed requirements and the team’s recommendations so the draft does not present a suggestion as a commitment.
Insert the exact approved scope, currency, price and payment terms. Missing approval blocks a client-ready draft. The workflow does not calculate an estimate, select a discount or invent a delivery date; those decisions belong to your existing commercial process.
Create a draft using the selected template and record the input versions. Link it to the opportunity with a review status. Repeated requests reuse the recorded draft or create an explicit new version; changed pricing invalidates the earlier approval.
Provide the current proposal structure and the fields allowed to populate it. Identify which narrative sections may be drafted and which legal or commercial clauses must be copied exactly.
Confirm the CRM opportunity, source-note permissions and the destination document location. The Google Docs API can populate template placeholders, but account access and sharing policy must be checked for your chosen setup.
Name who approves scope and pricing, who resolves missing information and who can share the completed proposal. Limit model inputs to the necessary prospect context and agree retention of draft evidence.
Compare one approved proposal with its CRM and discovery inputs. Document source precedence, protected wording and the fields that need commercial approval.
Generate narrative only within the allowed sections and populate protected values through explicit field mapping. Show a checklist for missing inputs and mismatched versions.
Test absent pricing approval, a changed scope and a document creation timeout. Resolve whether a draft already exists before retrying. Hand over version tracking and the final sharing boundary.