Draft a proposal or quote for a prospect
Revo turns discovery and demo into a draft proposal: scope, pricing, timeline. ready for rep edit and partner review.
Proposals that land same-week as demo win. Revo writes the draft within hours, with the right scope and pricing.
What's in the proposal
Scope mapped to discovery, pricing pulled from your tiers, timeline grounded in real capacity, exec summary up top.
- 1
Pull discovery
What they said, what they need.
- 2
Apply pricing
Pricing tier matched to scope and seats.
- 3
Draft cover
Email with proposal attached for DocuSign.
Tools Revo touches for this action
Revo connects to your stack and pulls the context this action needs. Tap any tool to see the rest of what Revo runs there.
Related actions
More tasks Revo can take off your plate.
Draft a retainer or fee agreement update without re-keying terms
When scope creeps or the matter shifts, Revo pulls the change from the client thread and drafts the retainer update with the new terms inline.
Draft a cease and desist from a client's complaint email
Revo turns the client's complaint into a cease and desist letter with the right legal basis, the demand, and the deadline. firm-tone, partner-ready.
Assemble the board pre-read 48 hours before the meeting
Revo pulls metrics, past decks, and team-submitted inputs into a board-ready pre-read. so the meeting actually drives decisions.
Draft the engagement letter the moment a consult ends
Revo turns the consult notes into a draft engagement letter. matter scope, fee structure, conflicts language. ready before the prospect leaves the office.
Draft the newsletter or client update from the week's wins
Revo pulls the week's wins, highlights, and shipped work into a draft newsletter. founder voice, ready to schedule.
Resolve flagged transactions a bookkeeper kicked up to the partner
Revo reads the flagged transaction, checks how similar ones were coded before, and proposes the answer with the reasoning.
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