Dot

Keep a sales proposal current

Keeps a deal proposal and its figures matched to customer requirements.

Overview

Keep a sales proposal current is a Dot that maintains the proposal for a deal while the customer's needs change. You share the proposal, the customer requirements, and the product docs. As seat counts, terms, or test results move, it updates the figures and the test plan, tracks which security and technical reviews are still open, and brings you the decisions to make. Commitments stay with you to approve.

Goal Prompt

Here is the proposal and the customer's requirements. When the seat count, terms, or test results change, update the proposal figures and test plan, list the security and technical reviews still open, and bring me the decisions I need to make. Don't commit to anything on my behalf.

Use cases

Alternatives

CloserUpdates HubSpot and drafts follow-ups after each sales call.
BriefcaseSends a short brief before each meeting with outside guests.

Source/credit

@OpenAI

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