Section 11 · Pricing, Proposals & Closing
11.3Automatic proposal draft
Built — needs DMA's data- No.
- 11.3
- DMA's reference
- Decision Book p.24
- Phase
- Phase 2
- Autonomy
- L2 · Prepare, then wait for approval
- DMA's decision
- Yes
◆ Amended in v3 of the book.
What DMA asked for · Decision Book p.24
Use what's known about a qualified prospect to prepare a first-draft proposal for the salesperson.
Why it matters to DMA: It saves a lot of rep time on work that's mostly putting information together. DMA's book places it in Phase 2; the POC already runs it.
In our words, from DMA's Product Decision Book v3, page 24.
How we do it
- On an account, "Draft proposal" takes the package and any extra services (with the discount if needed). The AI writes the words from the account's own record: the needs, tied to dated facts with their quotes, the proof, the scope.
- Code prices it from the approved rate card, writes the timeline, investment and terms, checks every line, and renders the PDF (marked "Prototype prepared for DMA" and, while the rate card is a sample, "SAMPLE rate card").
- The words go through the claims check and the date check; one automatic rewrite is allowed, then a draft that still fails is held with the reasons rather than sent for approval.
- A draft that passes lands in Approvals. It needs DMA's real rate card and proposal template to go live; today's prices are samples.
The flow
It plays on its own while it's on screen; hover or use the controls to pause or step through.
A person asks for a draft
Package, extra services, discount.
- Person
- Stored data
- AI
- Rule in code
- Screen
Where the data goes
The same six stages on every page. Nothing reaches Nutshell except through the write gate.
- 1Account record
Source
The twin, dated facts, deals and service fit.
- 2Sync
Copies Nutshell changes into the bridge database
Keeps the record current.
- 3Bridge database
A copy of the CRM data, plus what the AI works out
The proposal, its lines, the checks and the PDF.
- 4AI
Claude models, only through DMA's own gateway
Writes the words; never the prices.
- 5Write gate
The only way back into Nutshell: checked, approved when needed, sent once
The deal's changes after it's won.
- 6Nutshell
The system of record
The deal carries the proposal.
The tables behind it
Drawn from the POC's database catalogue: structure only, no data.
PK primary keyFK reference the database enforces (solid line)ID reference kept by id (dashed line)
| Table | What it holds | Columns |
|---|---|---|
| ctrl.policy_rules | DMA's rules as approved versions, including the rate card and the discount band. | 21 |
| ai.proposals | Each proposal: lines priced by code, totals, discount, the checks it passed and its approval. | 36 |
How the tables connect (3)
| Column | Points to | Kept by |
|---|---|---|
| ctrl.policy_rules.approval_id | ctrl.approvals | The application (by id) |
| ai.proposals.supersedes_id | ai.proposals | The database (foreign key) |
| ai.proposals.approval_id | ctrl.approvals | The database (foreign key) |
Worked example
Synthetic demo data: every name, business and number is made up.
A sample draft (sample prices).
A sample proposal, priced by code (sample rate card)
| Line | Qty | Price | Total |
|---|---|---|---|
| Local SEO (per location) | 3 | $1,200/mo | $3,600/mo |
| Review and reputation management | 1 | $600/mo | $600/mo |
| Monthly reporting and strategy call | 1 | $300/mo | $300/mo |
| Discount (within the 10% band) | 5% | −$225/mo | |
| Monthly total | $4,275/mo |
In the running POC
1 / 2Sample: drafting a proposal, with prices from the rate card.sample data
- 1A package from DMA's rate card.
- 2The discount, with the approved band.
- 3Sample prices until DMA's own rate card is approved.
Dashboard · Accounts, Draft proposal (sample prices). Captured from the running POC on September 25, 2026; synthetic data.
See it live
Opens the exact screen in the running POC, in a new tab.
| Open | Where | What to try |
|---|---|---|
| Accounts | DMA AI dashboard | Open an account and use "Draft proposal". |
Status
Built — needs DMA's data. This capability runs in the POC today. It needs DMA's own content or data to go live; no code change is needed for that.