Build a proposal from your template
Every proposal starts as a copy of the last one, carrying another client's prices along. The agent fills your template from the Bitrix24 deal.
Easy · 15 min · on an event
What you get
a Google Doc · on an event
Proposal for Romashka LLC (Google Docs, draft) Rollout and setup, 12 working days: 480,000 ₽ Staff training, 2 groups: 90,000 ₽ Total 570,000 ₽, paid 50/50 [to clarify] start date: no such field on the deal [to clarify] volume discount: not in the price list
A sample on made-up data; your numbers will be your own.
Who it fits
- Managers build a proposal out of the previous one and carry another client's prices and dates in.
- One template but many variants: different service sets, different payment and discount terms.
When it won't work
Prices are negotiated deal by deal, so there is nothing settled for the agent to fill in.
How the agent does it
Provide template and prices
Send the document you treat as the reference one and mark which blocks are mandatory and which are situational. Attach the current price list as a separate file.
Assemble the document
The agent puts the deal's data into the template structure. Where a CRM field is empty it leaves a "to clarify" marker instead of inventing wording.
Read before sending
The document goes to the client in your name. A wrong price or date is later discussed as a commitment you made.
What you set
Bitrix24, Google Docs. From you: the template file, the current price list and the discount rules; prices are not taken from CRM.
What you'll need
Starter prompt
Copy the prompt or open it straight in a chat with the agent.
Build a proposal for deal [number or deal name in Bitrix24], using template [link to document]. Take the legal details, contact person and scope of work from the deal card, prices from [price list], payment terms and the discount by the rules: [rules]. Don't fill blanks with plausible text: if CRM has no deadline, volume or contact person, leave a [to clarify] marker in the document and collect all such spots in a separate list at the end. Don't round or recalculate prices yourself. Output: a document following the template's structure, without extra blocks, followed by a list "what to clarify before sending".
Open in chatCheck the assembled proposal. List: - every spot where data wasn't taken from the deal card, and where exactly it came from; - line items where no price was found in the price list, and what you put instead; - wording about deadlines and volumes that wasn't in the source data; - template blocks you removed or added, and why; - clauses that commit us to something (those get approved before sending). Fix only formatting and structure yourself; don't change figures and terms, move them into a list for acceptance.
A second prompt: the agent uses it to review its own work and show what's left for you.