Every proposal starts from scratch
For a proposal someone reads the notes on the customer, looks for the last template and adds up the prices again. It often takes days before it goes out.
In Pharen Hub the draft is built from your own parts: the company profile, the template and your packages.
How it runs in Pharen Hub
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Step 1: The workflow starts at qualified
When a deal moves to qualified, a workflow starts. It calls two agents in turn, creates the proposal as a document and sends it for approval.
Seven steps from qualified deal to approval. -
Step 2: An agent writes the company profile
The research agent reads the enquiry and public sources. From that it writes a one-page profile: company, need, what fits, contact and open questions for the call.
A deal with its company profile and a note from sales below. -
Step 3: A second agent drafts the proposal
The proposal agent takes the need from the profile and builds a proposal as a document: situation, proposal, line items with prices, timeline and what is not included.
The draft proposal as a document, ready for approval. -
Step 4: Your template, your prices
The agent works with your proposal template and your packages. It gives no discounts and lists special requests as separate line items.
The agent's instructions. -
Step 5: Approval in the channel
The draft arrives in the sales channel with a link. The owner reviews it, adjusts it and sends the proposal.
The proposal for approval in the sales channel.
What the agent does not do
It drafts. Prices and the deal stay with sales.
More use cases
Questions about sales proposals with AI
An agent takes what you know about the customer and fills in your proposal template. In Pharen Hub that gives you a draft document that sales reviews and approves.
From your packages and the template you give it as knowledge. When prices change, you change the template.
Yes. Lead qualification ends with a qualified lead; this is where the deal begins. Both workflows use the same lists.
A document in Pharen Hub. From there you share it or export it to send.
Pharen runs the Hub on Hetzner Cloud in Germany. On request it runs on your own servers.
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