# AI Proposal Software: Build From Approved Parts

Source: https://maito.app/workflows/assemble-a-proposal-from-approved-parts

Maito assembles a first-draft proposal from your approved modules, fills in customer and deal details from the CRM, and flags conflicts before you send.

A first-draft proposal built from your approved modules, with the customer's details filled in.

[Sales](https://maito.app/workflows/team/sales) · [Marketing agencies](https://maito.app/workflows/industry/marketing-agencies) · When you ask · Updated October 19, 2026

Works with

-   Slack
-   Email
-   Notion
-   [Confluence](https://maito.app/workflows/tool/confluence)
-   Box
-   [HubSpot](https://maito.app/workflows/tool/hubspot)
-   [Salesforce](https://maito.app/workflows/tool/salesforce)
-   [Attio](https://maito.app/workflows/tool/attio)
-   [Pipedrive](https://maito.app/workflows/tool/pipedrive)
-   Dropbox
-   Microsoft 365

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

## Example

**Dana** (4:10 PM):

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

**Maito** (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

## How to set it up

When you ask Assemble a proposal from approved parts

Set up

Nothing to set up. Ask in Slack or by email whenever you need it.

Connect docs

-   Notion
-   Confluence
-   Box

Connect CRM

-   HubSpot
-   Salesforce
-   Attio
-   Pipedrive

Connect e-signature

-   Docusign

Connect files

-   Google Drive
-   Box
-   Dropbox
-   Notion
-   Microsoft 365

Not connected yet? Your agent sends you a link to sign in.

## 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

### Where do the approved parts live?

In your docs and files, such as Notion, Confluence, Box or Drive. Maito uses only what you've approved.

### Does it send the proposal?

No. It attaches a draft for review, and your team sends it, including through Docusign.

### What if the deal notes and terms disagree?

It asks which one you agreed, so the draft doesn't carry the wrong terms.

## More sales workflows

-   [Research an account before a call Get a one-page brief on the company and the people you're meeting, without opening ten tabs. Sales · When you ask Works with Google Calendar, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/research-an-account-before-a-call)
-   [Brief every meeting automatically Every morning, get a short brief for each external meeting on your calendar. Sales · On a schedule Works with Google Calendar, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/brief-every-meeting-automatically)
-   [Draft the follow-up after a sales call Turn the call notes into a follow-up email that covers what was promised. Sales · When something happens Works with Granola, Fireflies, Gmail, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/draft-the-follow-up-after-a-sales-call)
-   [Update the CRM from a Slack thread When deal news comes up in a thread, mention Maito and the CRM gets updated. Nobody types it twice. Sales · When you ask Works with HubSpot, Salesforce.](https://maito.app/workflows/update-the-crm-from-a-slack-thread)
-   [Weekly pipeline review See which deals moved, which stalled, and which need you, before the pipeline meeting. Sales · On a schedule Works with HubSpot, Salesforce.](https://maito.app/workflows/weekly-pipeline-review)
-   [Score and route inbound leads New sign-ups and form fills get researched and sent to the right rep, or to nurture. Sales · When something happens Works with HubSpot, Salesforce.](https://maito.app/workflows/score-and-route-inbound-leads)

[See all workflows](https://maito.app/workflows)

## Put your AI teammate to work.

Set it up in minutes. Start with this one, and let it earn the next one.

[Put Maito to work](https://maito.app/login?returnTo=%2Fworkflows%2Fassemble-a-proposal-from-approved-parts)[Book a demo](mailto:support@maito.app?subject=Maito%20demo)