Use cases › Proposals and sales
Discovery notes in. A proposal you can send.
Paste the call notes and the scope you agreed. You get a proposal with the sections a buyer looks for, and a .pptx the account executive can adjust in the ten minutes before it goes out.
The proposal is usually written by the person who ran the call, at the end of a day of running calls. That is why so many of them are a template with the client's name changed and a pricing table at the back.
Most of the content already exists before anyone opens PowerPoint. It is in the discovery notes, the call transcript, and the scope that got agreed on the second call. Starting from those makes the proposal specific to this buyer, which is the only thing that separates it from the three others on their desk.
Speed matters here in a way it does not elsewhere. A proposal sent the same afternoon is answering a conversation the buyer still remembers.
Say only what was agreed
Attach the transcript and the scope document and turn grounded mode on. The proposal then quotes what was actually said rather than a generous paraphrase of it, and any price, date or commitment that is not in the source gets stripped out and reported. For a document that turns into a contract, that constraint is worth more than a nicer layout.
A proposal that promises something the call did not is a problem that surfaces at signature, not at send.
What a good one contains
Six slides that earn their place, and what belongs on each.
What you told us
The problem in the buyer's own words, taken from the call rather than rewritten into your category language.
The fastest way to lose the room is describing their problem back to them incorrectly.
What we propose The approach, stated as a sequence of decisions rather than a list of activities.
Buyers are comparing approaches. Activities all look the same.
Scope, and what is out of it Both halves. The exclusions are what stop a disagreement in month two.
An unbounded scope reads as an unpriced one.
Team and who is actually on it Names and time commitments, not a page of logos.
Every buyer has been sold a senior team and delivered a junior one.
Timeline and the first milestone When the first thing they can see arrives, not just when the whole engagement ends.
A visible early milestone is the cheapest risk reduction you can offer.
Fees and terms The number, what it includes, and what triggers a change.
Burying the price signals that you expect an argument about it.
How it goes
Discovery notes and the transcript
The call recording's transcript works. So does a page of notes, if the notes are specific.
Audience: Customers
Persuasive rather than analytical, and free of the internal shorthand your team uses.
Pick a built-in theme
Northwind, Mono, Cobalt, Midnight or Slate. Choose one and use it for every proposal so they arrive looking related.
.pptx or PDF
The AE edits the last three lines in PowerPoint and sends it. That is the workflow, and the file has to support it.
Questions
Can it use the client's own branding?
No. Brand kit creation is not built, and a proposal that claims to arrive in the client's template when it cannot would be the wrong thing to promise. Pick one of the five built-in themes and keep it consistent across proposals, or apply your own template to the exported .pptx in PowerPoint.
Will it promise something we did not agree to?
Not with grounded mode on. Any price, date or commitment that does not appear in the transcript or scope document you attached is stripped out, and you are told what was removed. For a document that becomes a contract, that constraint matters more than the layout.
Can the account executive change it before sending?
Yes, and that is the expected workflow. The .pptx has editable text boxes, so the last three lines can be adjusted in PowerPoint in the ten minutes before it goes out.
What should I paste in?
Discovery notes and the call transcript, plus the scope if it has been written down. Specific notes produce a specific proposal; a summary produces a template with a name changed.