Sales proposal automation from your call notes
Kata turns your sales-call notes or transcript and approved terms into a proposal draft. You decide which calls should become proposals and agree the checks before sending.
Keep the sales call moving
After a sales call, the details can sit in notes or a transcript. The buyer waits for a proposal. Kata sets up the steps that turn those details and your approved terms into a draft.
You get a clear next step for your client to sign. It can include a payment link when that is part of the agreed setup.
Who is this proposal service for?
Start here when your sales calls reach clear agreements and your team knows the terms it may offer. It is less useful when the scope, price, or terms still need a decision after every call.
This starts with your own sales conversation and offer. Large bid requests and long buyer questionnaires need a different process.
From sales-call notes to a proposal draft
Bring the call notes or transcript and terms: the work in scope, its price, payment terms and any dates or limits you have agreed. Name the person who can settle an open question.
The output is a proposal: it sets out the agreed work and terms for the buyer. Signature and payment steps follow the setup we agree with you.
Review points stay explicit: decide which details need a check and who can approve sending. A draft does not settle an unclear price, date or scope.
Agree the checks before sending begins
- We agree what needs a check, when that check happens, and who may approve sending.
- You decide that an agreed sales call should become a proposal.
- Kata prepares a draft from the call and your approved terms.
- After the agreed checks, the client receives a proposal ready to sign, with a payment link if that is part of your setup.
We define these review points with you during setup. Scope, prices, and payment details come from your instructions. If those details are missing, they need a decision before a proposal can go out.
From call notes to a proposal draft
The example only shows part of a draft. A real proposal needs the buyer and project details, approved commercial terms and the agreed next step. Nothing here claims a signed deal or measured time saved.
Scope and limits
This service prepares a proposal from an agreed call and approved terms. It does not cover large formal bid requests, legal advice, automatic pricing, contract changes, or ongoing quote reminders.
If you need to create more suitable sales conversations first, see Kata's managed lead-generation service. It covers the earlier work of finding and contacting businesses.