Architecture & design
Draft proposal, scope, and contract follow-up
Proposals usually slows down when discovery notes, fee schedules, scope libraries, proposal templates, and client messages do not tell the same story, or when a project is qualified or scope changes before signature. Imagine keeps those sources in view, prepares a proposal draft, scope summary, and open-question list, and separates the ready work from the judgment calls. After review, the approved update goes back to the proposal and e-signature tools, so proposals leave faster without losing craft.
The manual reality today
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01
Proposals can start with status hunting
discovery notes, fee schedules, scope libraries, proposal templates, and client messages each hold part of the answer, so the team burns time piecing together what happened before they can respond.
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02
The next proposals touch arrives late
When a project is qualified or scope changes before signature, the next step can sit until someone checks the right queue, thread, portal, or spreadsheet.
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03
The proposals trail gets scattered
Approvals, notes, and updates end up in side channels, making it hard to tell what was sent, what changed, and who signed off.
How Imagine handles it
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01
Watch the proposals sources
Imagine watches discovery notes, fee schedules, scope libraries, proposal templates, and client messages for new activity, stale items, and changes that affect the work.
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02
Build the proposals packet
Messages, records, dates, and prior decisions are grouped so the next step starts with the facts already attached.
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03
Queue proposals for review
Imagine drafts a proposal draft, scope summary, and open-question list using your rules, tone, and thresholds, then flags anything that needs judgment.
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04
Record the proposals decision
After review, approved actions are recorded in the proposal and e-signature tools with the context, approver, and timestamp preserved.
Works with the tools you already run
- PandaDoc
- DocuSign
- HoneyBook
- Google Docs
- Notion
- QuickBooks Online
What changes
The proposals queue has fewer loose ends
Prep work and status checks run continuously, so the team sees the few items that actually need a decision.
Follow-up around proposals stops depending on memory
Each next step follows the same rules and cadence, so customers, clients, candidates, and vendors get a reliable experience.
Questions about proposals take less digging
Source context, approver, and destination update stay together, so the workflow is easier to audit or explain.
Frequently asked questions
How does Imagine handle proposals?
Imagine watches discovery notes, fee schedules, scope libraries, proposal templates, and client messages, spots when a project is qualified or scope changes before signature, and prepares a proposal draft, scope summary, and open-question list for review. Approved actions sync back to the proposal and e-signature tools with the supporting context attached.
Can proposals stay in review?
You decide what can move automatically and what needs review. Anything outside your rules is routed to the responsible person before the proposal and e-signature tools is updated.
Where does Imagine update proposals status?
This workflow can connect to systems such as PandaDoc, DocuSign, HoneyBook, Google Docs, Notion, QuickBooks Online. Imagine works on top of those tools instead of replacing the system of record.
What changes in proposals?
The team stops rebuilding status by hand. They open a queue that shows what changed, what is ready, and what still needs approval so proposals leave faster without losing craft.