From inquiry to accepted proposal
Record exactly which scope, price, and proposal version the client accepted, so the team starts from the agreed offer.
Open the solution →A problem in a small team’s work
We cannot tell which proposal the client accepted.
The email says “go ahead,” but two proposal versions are circulating. Before starting work, trace the exact scope and unresolved changes.
Why address it
Ambiguous acceptance can create extra work or a disagreement about scope. Records help your team trace the documents; this site does not determine the legal effect of a particular agreement.
How big is the problem in your team?
For the last five handovers, find the sent proposal, its version and matching acceptance. Record lookup time and cases sent back for clarification.
This is a recommended measurement approach, not an estimate of an average business loss. We have no verified market benchmark for this specific problem. Your baseline lets you compare the change later.
Choose what needs to change
How to send a daily reminder of work awaiting review
Send one teammate a summary of pending work from a Google Sheets queue. Includes a script, dry-run mode and failure checks.
Open the solution →How to prepare an AI agent to check proposal acceptance
Compare the client reply with proposal versions, list ambiguities and draft a clarification. The agent does not determine legal validity or start the project.
Open the solution →One process, different kinds of help
- 1
A person checks the input
- 2
Automation reminds the reviewer
- 3
The agent prepares a draft
- 4
The responsible person decides