Client intake
Draft proposals and engagement letters
Proposals & letters usually slows down when CRM notes, discovery-call transcripts, pricing sheets, templates, and scope libraries do not tell the same story, or when a qualified lead is ready for a proposal or a scope changes before signature. Imagine keeps those sources in view, prepares a proposal draft, engagement letter, fee summary, and open-question list, and separates the ready work from the judgment calls. After review, the approved update goes back to your proposal and e-signature tools, so approved proposals leave faster without rewriting the same scope language.
The manual reality today
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01
No one has the full proposals & letters picture
CRM notes, discovery-call transcripts, pricing sheets, templates, and scope libraries 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 proposals & letters clock is easy to miss
When a qualified lead is ready for a proposal or a scope changes before signature, the next step can sit until someone checks the right queue, thread, portal, or spreadsheet.
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03
Proposals & letters proof disappears into side channels
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
Pull in the moving proposals & letters pieces
Imagine watches CRM notes, discovery-call transcripts, pricing sheets, templates, and scope libraries for new activity, stale items, and changes that affect the work.
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02
Put proposals & letters context in one place
Messages, records, dates, and prior decisions are grouped so the next step starts with the facts already attached.
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03
Shape the human-facing proposals & letters step
Imagine drafts a proposal draft, engagement letter, fee summary, and open-question list using your rules, tone, and thresholds, then flags anything that needs judgment.
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04
Sync the approved proposals & letters update
After review, approved actions are recorded in your proposal and e-signature tools with the context, approver, and timestamp preserved.
Works with the tools you already run
- HubSpot
- PandaDoc
- DocuSign
- Dropbox Sign
- Google Docs
- Notion
What changes
Proposals & letters opens with context
Prep work and status checks run continuously, so the team sees the few items that actually need a decision.
Customers get steadier proposals & letters updates
Each next step follows the same rules and cadence, so customers, clients, candidates, and vendors get a reliable experience.
Proposals & letters review is cleaner later
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 & letters?
Imagine watches CRM notes, discovery-call transcripts, pricing sheets, templates, and scope libraries, spots when a qualified lead is ready for a proposal or a scope changes before signature, and prepares a proposal draft, engagement letter, fee summary, and open-question list for review. Approved actions sync back to your proposal and e-signature tools with the supporting context attached.
Who approves proposals & letters actions?
You decide what can move automatically and what needs review. Anything outside your rules is routed to the responsible person before your proposal and e-signature tools is updated.
Which systems are used for proposals & letters?
This workflow can connect to systems such as HubSpot, PandaDoc, DocuSign, Dropbox Sign, Google Docs, Notion. Imagine works on top of those tools instead of replacing the system of record.
What does the team see for proposals & letters?
The team stops rebuilding status by hand. They open a queue that shows what changed, what is ready, and what still needs approval so approved proposals leave faster without rewriting the same scope language.