AI Consulting Proposal Writing Agent

How Cassidy automates using AI

Step 1: Trigger on opportunity stage change

The Workflow activates when an opportunity reaches a qualified stage in Salesforce or HubSpot, pulling deal data including client details, products, pricing, and terms.

Step 2: Generate proposal and SOW documents

Cassidy merges CRM and CPQ data into the appropriate template—selecting the right SOW structure, pricing model, and legal clauses based on deal type, region, and offering.

Step 3: Route for internal approvals

Based on configurable business rules (discount levels, non-standard terms, deal value), the Workflow routes the proposal through the required approvers—sales leadership, deal desk, finance, or legal—with notifications via Slack or Teams.

Step 4: Manage redlines and clause fallbacks

If negotiation is needed, Cassidy tracks document versions and flags deviations from standard language, surfacing playbook-approved fallback clauses for common objections.

Step 5: Execute e-signature

Once approvals complete, Cassidy sends the final documents to DocuSign or Adobe Sign with the correct signer sequence, capturing a full audit trail for compliance.

Step 6: Update CRM and hand off to delivery

After execution, the Workflow attaches signed documents to the opportunity, updates the stage to Closed Won, and pushes contract details to PSA for project setup, resource planning, and billing alignment.