Proposal and approval process mapping
Convert More Jobs system
Proposal & E-Signature Workflows
We connect proposal templates, approvals, delivery, e-signature and status updates into a clear workflow. Sales staff keep control of scope and pricing while routine notices and CRM updates happen consistently.
Why it matters
Problems this service addresses
- Proposal versions live in different folders and inboxes.
- Internal approval delays are hard to see.
- Signed work does not update the CRM or operations team promptly.
Practical scope
What is included
Reusable approved templates within scope
E-signature and delivery connection
Status notifications and CRM updates
Signed-document routing and audit trail setup
How it works
A controlled implementation
We keep commercial judgment with the responsible employee and automate document movement, reminders and status updates around that decision.
- 01Define
Confirm the goal, owners, facts and boundaries.
- 02Build
Create the agreed content, setup or workflow.
- 03Test
Check the main path, errors and human fallback.
- 04Improve
Review useful signals and refine within scope.
Conditions and dependencies
What needs to be in place
- The client supplies approved legal and commercial template language.
- Platform capabilities and authentication rules affect the final workflow.
Separate or outside scope
What to plan for
- Legal drafting, platform licenses and payment processing are separate.
- Highly custom estimating or configuration software requires separate scope.
Package availability
- Digital Front Door
- Not included
- Growth & Conversion Engine
- Included within plan allowance
- Full Digital Department
- Included within plan allowance
Final services, allowances and third-party costs are set in the written scope.
A clear first step
Talk About Proposal & E-Signature Workflows
Tell us about the current site and the result you need. We will review the fit and explain the clearest next step.
Staging notice: Secure online lead delivery is not public yet. The form will open after the final business, privacy and analytics details are approved.