Proposal work is scope heavy, pricing sensitive, approval driven, and signature required. Strkr ships a CRM with proposal management built in with product catalog, scope builder, pricing calculator, approval workflow, e-signature, and AI drafted scope paragraphs. See the product detail at /product/products and /product/contracts.
Proposal work usually lives outside the CRM. The AE builds the proposal in a separate tool (PandaDoc, DocuSign, Proposify, custom Word template) and the proposal data never flows back to the CRM. The data model fragments. The six pain points below are what Strkr onboarding hears on every intake call with a team running proposals adjacent to the CRM.
The AE builds the proposal in PandaDoc, Proposify, or a Word template. The scope, pricing, and signed status live in the proposal tool, not the CRM. Reporting on win rate by proposal shape, average proposal value, and signature cycle time runs across two tools with manual export reconciliation. Strkr proposal module lives inside the CRM so the proposal data is deal data by default.
The product catalog in the proposal tool and the one in the CRM drift apart. The AE adds a new SKU to the proposal tool and the CRM pricing table is stale. Strkr product catalog is one surface. The products in the proposal come from the same catalog as the pipeline opportunity line items. New SKU, new feature flag, new pricing all land in one place.
The AE writes a custom scope paragraph for every proposal. The paragraph says the same thing with 12 word variations. The AE spends 42 minutes per proposal on scope copy. Strkr AI drafts the scope paragraph from the selected products, the deal context, and prior approved scope paragraphs. The AE reviews, tunes two sentences, and ships.
Pricing calculations in a Word or Google Docs proposal are easy to break. A changed discount percentage does not propagate through to the total. The AE sends a proposal with a $4,200 error and discovers the error after signature. Strkr pricing calculator ties to the product catalog with validation rules (minimum margin, maximum discount, approval triggers) and the math runs server side.
A proposal needs discount approval over 15 percent. The AE sends an email to the sales manager who is in a meeting until Thursday. The deal slips. Strkr approval workflow routes approvals through the CRM with Slack or Teams notification, mobile approval, and audit log. The sales manager approves in 90 seconds on a phone.
The signed proposal lands in DocuSign. The CRM does not know. The AE updates the deal manually, usually a day late, sometimes with the wrong stage. Strkr e-signature event triggers the deal stage advance to Closed Won on signature with the signed proposal attached to the deal record and the audit log capturing the signature event.
Strkr ships a tunable proposal schema with Proposal, Product, Scope Section, Pricing Line, Approval Request, and Signature Event as first class objects.
A proposal in Strkr ties to the opportunity in the deal pipeline and defines the scope sections, pricing lines, approval status, signature status, and expiration date. The proposal lives as a first class object with its own detail view and reporting.
The product catalog carries SKU, product name, pricing (list, floor, discount matrix), tier, feature flag, and bundle membership. The catalog drives the pipeline opportunity line items and the proposal pricing lines. One source of truth. See /product/products for the full product catalog detail.
A scope section ties to the proposal and defines the heading, body text, included product references, and custom notes. Strkr AI drafts the scope section body from the selected products, the deal context, and the firm scope library. The AE reviews and tunes.
A pricing line ties to the proposal and the product with quantity, unit price, discount percentage, line total, and approval status. The validation rules enforce minimum margin and maximum discount. Approval triggers fire on discount over threshold or non standard pricing.
An approval request ties to the proposal with the trigger (discount over threshold, non standard terms, extended payment terms, custom legal), the required approver chain, the decision, and the audit log timestamp. The approval flows through CRM, Slack, Teams, and mobile.
A signature event ties to the proposal with the signer identity, timestamp, IP address, authentication method, and the resulting deal advancement to Closed Won. The audit log captures the full signature flow. See /product/contracts for the contract workflow detail.
The seven cards below walk through the Strkr proposal workflow. Each is a working step that lands in the default configuration.
The AE moves the deal to Propose stage. The proposal object spawns from the deal with the account and primary contact pulled in. The AE opens the proposal builder.
The AE picks products from the catalog. Each product adds a pricing line with default quantity and unit price. The AE adjusts quantity, applies discounts where authorized, and sees the running total in real time.
Strkr AI drafts the scope sections from the selected products, the deal context, and the firm scope library. The sections cover scope overview, product descriptions, implementation plan, support model, pricing summary, and terms. The AE reviews and tunes.
If the pricing or terms trigger approval (discount over threshold, non standard payment, extended legal), the approval request routes to the required approver chain with Slack or Teams notification. The approver reviews on mobile and approves or requests change.
The AE sends the proposal through the Strkr e-signature flow. The recipient receives a branded signature link with the proposal rendered and the signature capture. The AE sees the recipient view event (opened, read, signature pending).
If the proposal sits unsigned past day 3, 7, or 14 Strkr workflow sends a follow up with Strkr AI drafted copy. The AE either approves the auto send or sends a personal variation. The signature cycle time compresses from 11 days median to 6 days.
The recipient signs. The signature event triggers the deal stage advance to Closed Won, the signed proposal attaches to the deal record, the signed scope converts to a project kickoff event, and the invoice workflow fires through the accounting integration. The audit log captures the full flow.
Proposal AI has to sound like the firm, not like a template. Strkr AI drafts scope and proposal copy in the firm voice with retrieval scope limited to the deal, the account, and the firm scope library.
Strkr AI drafts the scope overview paragraph from the deal context (industry, size, situation), the selected products, and the firm scope library. The paragraph names the problem and the solution, which beats the generic scope language that most templates ship with.
Strkr AI drafts the product description block for each selected product with the capability summary, the implementation scope, and the deliverable detail. The description pulls from the catalog base description and tunes for the deal context.
Strkr AI drafts the implementation plan with phase breakdown, deliverable per phase, estimated timeline, and dependencies. The plan pulls from the firm implementation methodology library and tunes for the product selection and deal size.
Strkr AI drafts the pricing summary paragraph preceding the pricing table with the pricing structure explanation (per seat, per user, flat, usage), the included items, and the exclusion notes. The paragraph preempts common pricing questions.
The terms and conditions block pulls from the firm standard template. Strkr AI flags any proposal with non standard terms for legal review and routes through the approval workflow. The standard terms attach as a sealed block that the AE cannot edit without approval.
Strkr AI drafts the follow up email at day 3, 7, and 14 referencing the proposal content and the deal context. The follow up copy reads like the AE voice because Strkr AI learns the tone from the first 20 approved emails.
Most teams run PandaDoc, Proposify, DocuSign, or a Word template adjacent to the CRM. Strkr proposal module lives inside the CRM, which eliminates the two tool shuffle and keeps the data model clean.
| Feature | Strkr | Standalone proposal tool (PandaDoc, Proposify, DocuSign) adjacent to CRM |
|---|---|---|
| Product catalog | One catalog across pipeline and proposal. | Two catalogs that drift. |
| AI drafted scope | From selected products and deal context. | Template based, no AI draft. |
| Pricing calculator | Server side with validation rules. | Spreadsheet style, error prone. |
| Approval workflow | Native CRM with Slack and Teams notification. | Email based typical. |
| E-signature | Native with audit log and deal advancement. | Separate tool subscription. |
| Signature event to CRM | Automatic deal advance to Closed Won. | Manual update typical. |
| Follow up cadence | Automated at day 3, 7, 14 with AI drafted copy. | Manual follow up or basic reminder. |
| Reporting on win rate by proposal shape | Native across pipeline and proposal. | Cross tool export reconciliation. |
| Flat per seat pricing | Proposal module included on Pro and Scale. | Separate per user per month subscription. |
| Compliance audit log | Record read and write across CRM and proposal. | Separate audit logs across tools. |
The playbooks below are patterns Strkr onboarding sees across proposal CRM deployments in 2026.
A 24 rep agency ran Salesforce Sales Cloud at $165 per seat and PandaDoc at $59 per seat for the proposal flow. The data flow between the two was through a Zapier integration that broke monthly. Strkr onboarding ran a 22 business day migration consolidating pipeline, product catalog, proposal, and signature into one surface. Monthly tool spend dropped $240 per seat.
A 42 rep professional services firm had a proposal approval workflow that lived in email chains. Approvals took 11 days median. Strkr onboarding configured the approval workflow with Slack notification, mobile approval, and audit log. Approval cycle time dropped to under 2 days.
A 60 rep manufacturer sold configured products (base unit plus 180 optional attachments). The proposal configuration ran in Excel. Strkr onboarding configured the product catalog with the base plus attachment bundle structure. The AE picked the base and the catalog surfaced compatible attachments. Proposal errors dropped from 24 percent to 2 percent.
An 18 rep SaaS startup moved from self serve to enterprise motion and needed the proposal workflow for the first time. Strkr onboarding configured the proposal module from scratch with the AI drafted scope library seeded from the first 11 approved proposals. The AE team ran a consistent proposal motion from month one.
A 32 rep consulting firm had a scope paragraph library in a shared Google Doc with 420 approved paragraphs. The AE spent 42 minutes per proposal searching the Doc for the right paragraph. Strkr onboarding imported the scope library into the Strkr firm scope library and Strkr AI drafted the scope section pulling from the library. AE proposal prep time dropped 68 percent.
Book a 30 minute call. We will walk through the product catalog, the scope builder, the pricing calculator, and the e-signature workflow with your current proposal setup.
Yes. The Strkr proposal module ships with scope builder, product catalog, pricing calculator, approval workflow, and e-signature as native capability. For most teams running pipeline on Strkr the proposal module replaces the standalone proposal tool entirely. For teams with specialized proposal requirements (large format proposals with embedded video, interactive proposal flows with per section acceptance, highly templated government procurement proposals) the specialized tool often still fits better and ties to Strkr through the HMAC signed webhook spec.
The product catalog is one surface. Products carry SKU, product name, pricing (list, floor, discount matrix), tier, feature flag, and bundle membership. The catalog drives both the pipeline opportunity line items (what the deal is about) and the proposal pricing lines (what the proposal quotes). One source of truth. New SKU, new pricing, new feature flag all land in one place and propagate across pipeline and proposal immediately. See /product/products for the full product catalog detail.
The proposal sends through a branded signature link with the proposal rendered and the signature capture inline. The recipient reviews the proposal, signs with typed signature or drawn signature, confirms identity through email verification or SMS verification, and submits. The signature event captures the signer identity, timestamp, IP address, authentication method, and the audit log preserves the full flow. The signed proposal attaches to the deal record and triggers the deal advancement to Closed Won. See /product/contracts for the full contract workflow detail.
Strkr AI learns the firm voice from the first 20 approved proposals. The scope sections, product descriptions, implementation plans, pricing narratives, and follow up emails all draft in the learned firm voice. The AE reviews and tunes two sentences on average per proposal. The AI drafting does not train on tenant data for cross tenant improvement, which keeps the firm voice specific to the firm and not leaking into other tenant outputs.
The proposal module is included on Strkr Pro at $59 per seat per month and Strkr Scale at $119 per seat per month with the AI Enhancement add on at $49 per month covering 5,000 AI calls flat (which covers the AI drafted scope sections and follow up emails). Strkr Starter at $29 per seat includes pipeline, contacts, and basic workflow without the proposal module. For a 20 rep team on Strkr Pro with AI Enhancement the monthly spend runs about $1,229 which lands 60 to 80 percent below the loaded Salesforce plus PandaDoc stack ($165 Sales Cloud + $59 PandaDoc = $224 per seat).
The approval workflow is configurable per tenant with trigger conditions (discount over percentage, line total over threshold, non standard terms, extended payment, custom legal, specific product combinations) and approver chains (direct manager, sales manager, finance, legal, exec). Each approval step routes through CRM notification, Slack notification, Teams notification, and mobile. The approver can approve, reject, or request change with comments. The audit log captures every step with timestamp, approver, decision, and comment. Approval cycle time typically drops from 11 days email based to under 2 days with the Strkr approval workflow.
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