Available · Sales

Proposal builder

Scribe

From discovery notes to a polished, review-ready proposal.

Scribe turns approved discovery notes, templates, and rate-card context into structured proposal drafts while holding every price, promise, and customer-facing delivery for human review.

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Designed outcomesFaster proposal turnaroundConsistent commercial languageVisible approval exceptions
INTERACTIVE DEMO

Give Scribe a small piece of work.

Try a safe, isolated version of the proposal builder. Nothing connects to your systems, reaches a customer, or changes external data.

Demonstration boundaries
  • Three short live turns per visitor
  • No integrations or external actions
  • Do not enter confidential or sensitive information
  • Results are illustrative and require human review
Scribe demoIsolated environment
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Five ways to put Scribe to work

Real jobs. Clear wins.

Start with one focused use case, prove the workflow, then expand when the team is ready.

01

Draft service proposals

Turn discovery notes and approved templates into a polished scope with assumptions and exclusions.

02

Standardize recurring offers

Keep deliverables, milestones, and commercial language consistent across similar opportunities.

03

Build renewal proposals

Use approved account history and new goals to prepare a review ready renewal package.

04

Prepare multi option packages

Structure approved good, better, and best options without inventing prices or commitments.

05

Flag commercial exceptions

Hold discounts, unusual terms, guarantees, and aggressive timelines for the right human reviewer.

Core workflows

A real workflow, not a magic prompt.

Scribe follows configured inputs, policies, approval points, and completion criteria.

01

Ground the opportunity

Organize supplied goals, scope, stakeholders, constraints, and missing decisions without inventing customer facts.

02

Build the proposal

Draft outcomes, deliverables, milestones, assumptions, exclusions, and approved commercial placeholders.

03

Route commercial exceptions

Flag unsupported pricing, discounts, legal language, guarantees, and timeline commitments before approval.

Human control

Knowing when to stop is part of the job.

Configuration, validation, approvals, audit history, and emergency pause remain visible in StaffRooster.

Connections

Works with authorized tools where the job happens.

CCRMauthorization requiredGGoogle Driveauthorization requiredMMicrosoft 365authorization requiredPPandaDocauthorization requiredSStaffRooster approvalsauthorization required

Integration availability depends on the customer’s plan, provider access, and completed authorization.

Role FAQ

Know the rules before you put it to work.

Will Scribe send proposals automatically?＋

No. Scribe prepares a review-ready draft. A person must approve the commercial content and separately authorize delivery.

Can Scribe set pricing?＋

It can use an approved rate card supplied by the workspace, but it cannot invent, discount, or approve pricing.

Start smart

Pick one job worth fixing.

We’ll map the objective, approved systems, guardrails, tests, and human escalation path before launch.

  • ✓ Guided configuration
  • ✓ Human-approved test cases
  • ✓ Readiness gate before deployment
→

Explore the implementation path.

Read the operational documentation or tell us about the workflow you want Scribe to own.

Read documentation
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