Assemble a proposal from approved parts

How do you assemble a proposal from approved parts?

To assemble a proposal from approved parts, point Maito at your modules and your CRM. Give it the deal and it builds a draft with the right modules, fee, contact and case studies, using current terms. It flags conflicts with the deal notes. It attaches a Word file and sends nothing.

How it's done today

Staff copy clauses and case examples from old proposals.

What Maito does

1. 1.Pick the service modules for the deal
2. 2.Fill in verified details from the CRM
3. 3.Add approved terms and relevant case studies
4. 4.List conflicts and gaps

Example

SlackEmail

#proposals

Dana 4:10 PM

@Maito Assemble the proposal for Pied Piper, brand refresh plus website, 10 weeks. Deal D-882.

Maito APP 4:14 PM

Draft proposal, 9 pages. • Modules: brand workshop (2 weeks), visual identity (3 weeks), 12-page website (5 weeks) • Fee: $38,500. 40% deposit: $15,400 • Contact: Sarah Lin, from the CRM • Case studies: Initech rebrand and the Hooli site, both approved for use Catch: I used the current terms (v2026, net 30), but the CRM deal note says net 15. Which did you agree with Sarah? Nothing is sent. Attached: pied-piper-proposal-v1.docx

Example complete

How to set it up

What it won't do

It assembles from existing material. Pricing, legal terms and promises that aren't in your approved parts need your team.

Questions