Client Onboarding & ManagementPurpose
1.2. Orchestrate document compilation, draft versioning, automated notifications, stakeholder input requests, status tracking, and audit logging throughout the proposal and approval cycle.
1.3. Seamlessly integrate engineering document templates, compliance checklists, and instant feedback to minimize delays in client onboarding.
Trigger Conditions
2.2. Entry of a project opportunity in lead management tool.
2.3. Manual trigger by project manager for custom or ad hoc proposals.
2.4. Upload of key project specs to a shared storage folder.
2.5. Internal request from engineering for new aeronautical project kick-off.
Platform Variants
• Feature/Setting: Process Builder or Flow — Create record-triggered flows to launch proposal docs and route for approvals.
3.2. Microsoft Dynamics 365
• Feature/Setting: Power Automate — Automate proposal template merge and multi-stage approval via adaptive cards.
3.3. DocuSign
• Feature/Setting: eSignature API — Request signatures and approval status updates when new proposals are generated.
3.4. Adobe Sign
• Feature/Setting: Agreement workflows — Automatically send proposals for legally binding signatures.
3.5. PandaDoc
• Feature/Setting: API — Programmatic document creation from templates and automated routing to approvers.
3.6. HubSpot
• Feature/Setting: Workflow Automation — Trigger proposals based on deal stage progression.
3.7. Google Workspace
• Feature/Setting: Google Docs API — Automate population of standard proposal forms with project values.
3.8. Slack
• Feature/Setting: Workflow Builder — Push action cards to designated approvers for proposal accept/reject input.
3.9. SharePoint
• Feature/Setting: Document Library triggers — Move draft proposals through approval folders and permission manage.
3.10. Zapier
• Feature/Setting: Multi-app Zaps — Connect forms, approval apps, email notifications, and file creation triggers.
3.11. Asana
• Feature/Setting: Tasks automation — Assign approval subtasks to designated engineers and managers upon doc creation.
3.12. Jira
• Feature/Setting: Project approvals integrations — Transition proposal issues through workflow states.
3.13. Smartsheet
• Feature/Setting: Automated workflows — Route proposal sheet rows based on field values and approval flags.
3.14. Trello
• Feature/Setting: Butler automation — Automatically create proposal cards, set due dates, and move through lists after approvals.
3.15. Monday.com
• Feature/Setting: Automations — Send proposals for review and approval via item status changes.
3.16. Box
• Feature/Setting: File upload triggers — Kick off workflows and notify team when new proposal drafts uploaded.
3.17. Dropbox
• Feature/Setting: App integrations — Send uploaded proposals for approval via linked approval automation apps.
3.18. Outlook 365
• Feature/Setting: Outlook Flow connector — Auto-send draft proposals for approval via actionable emails.
3.19. Notion
• Feature/Setting: Database triggers — Mark new proposals for review and track approval flow via comments or status.
3.20. Approve.com
• Feature/Setting: Automated approvals — Standardize and accelerate multi-person approvals via proposal submission workflow.
3.21. Google Forms
• Feature/Setting: Form submission script — Trigger proposal build and approval sequence on form completion.
3.22. AirTable
• Feature/Setting: Automations — Auto-generate records for new proposals, request review, and update status fields.
3.23. AWS Lambda
• Feature/Setting: Event-driven functions — Process proposal content, route for approval, and handle escalations upon delay.
Benefits
4.2. Ensures compliance with industry and client-specific documentation standards.
4.3. Centralizes audit trail of all proposal and approval actions.
4.4. Accelerates onboarding, enhancing client experience and fast-tracking project launch.
4.5. Frees engineering teams from administrative tasks, enabling focus on high-value activities.