Sales / 05 of 10
Contract & Proposal Generators
Send contracts & custom after sales calls highlighting the problems, solutions and terms of engagement.
How it runs
Trigger
Rep submits the post-call form
Step 01
Pull lead and deal data
Step 02
Merge terms, scope, pricing
Step 03
Send for signature
Step 04
Watch for the signature
Step 05
Advance the pipeline stage
Handoff
Onboarding flow starts
What it is
The rep fills in the post-call form and the contract writes and sends itself, with the right terms, scope and pricing already in it.
You need this if contracts get sent later, after the call, when there's time, putting a delay between peak intent and signature.
That delay is where deals cool, get compared, and quietly die.
If you're already sending same-day, the second win is consistency: nobody sends the wrong version, misses a clause, or quotes a number that doesn't match the deal record.
The actual build
What it does for you
Contracts go out on the call rather than after it, removing the most common place a closed deal un-closes
Terms and pricing get pulled from the deal record
so the document can't disagree with the CRM.
Signature advances the pipeline and triggers onboarding
so nobody has to notice a deal closed.
Built and running
STAXX / Royal Energy
LiveBefore, on sales calls, I couldn't even send a contract. It would take me too much time. And after the sales call, I'd lose the deal because I didn't send the contract on the call.
The strongest recorded quote is from GP Socials (Braden Ricchini): GP Socials went from ~$10–15k/mo to a $50k month
Want this one built into your business?
Thirty minutes, no deck. We map what you run today and tell you what it would take.