# Sales Proposal Drafted From Your Price List

Source: https://maito.app/workflows/write-a-quote-or-proposal-from-a-call

Maito turns what the customer asked for into a priced proposal using your price list and discount rules, and holds it for your approval.

Turn what the customer asked for into a priced proposal using your price list.

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

Works with

-   Slack
-   Email
-   Box
-   Dropbox
-   Notion
-   Microsoft 365
-   [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)

## How do you write a sales proposal after a call?

To write a sales proposal after a call, ask Maito in Slack. It reads what the customer asked for, prices each line from your price list in Drive, applies your discount rules, checks the CRM deal, and attaches a proposal document with the total and anything that needs approval.

## How it's done today

Rep builds the quote in a spreadsheet, then copies it into a document.

## What Maito does

1.  Read the call notes
2.  Pick products and quantities from the price list
3.  Apply discount rules
4.  Draft the proposal document

## Example

**Dana** (1:50 PM):

write a proposal for Acme based on today's call.

**Maito** (2:02 PM):

Attached: acme-proposal.docx, standard terms included.

• Platform, 60 seats at $35 a month: $25,200 a year  
• Onboarding: $3,000  
• Premium support: $4,800  
• List total: $33,000  
• 10% off the platform line: minus $2,520

**Total: $30,480.** Prices from the price list in Drive; discount rule from company knowledge.

**Catch:** Hannah asked for 15% on the call. Your rule caps reps at 10%, so the proposal says 10%. Anything above needs Kate.

Not sent to Acme. You approve the price first.

**Dana** (2:06 PM):

ask Kate about the 15%, with the reason.

**Maito** (2:07 PM):

Asked Kate in Slack: 15% on 60 seats is a $3,780 discount, and Acme's competing quote is the reason. I'll update the proposal only if she says yes.

## How to set it up

When you ask Write a quote or proposal from a call

Set up

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

Connect files

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

Connect CRM

-   HubSpot
-   Salesforce
-   Attio
-   Pipedrive

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

## What it won't do

Maito prices only from the list and rules it has. A custom deal, a special term or a legal clause still needs a person.

## Questions

### Where do the prices come from?

From the price list in your files, such as Google Drive, Box, Dropbox, Notion or Microsoft 365, and discount rules Maito has learned from your team.

### Does it send the proposal?

No. The proposal waits for your approval, and anything above your discount limit needs the person who approves it.

### What if the customer asks for more than the rules allow?

Maito keeps to the rule, flags the gap and can ask the approver for you, with the reason.

## 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.

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