Section 20 · Sales Rep Work Elimination / Zero-Entry CRM
20.19Proposal data pre-fill
Built — needs DMA's data- No.
- 20.19
- DMA's reference
- Decision Book p.40
- 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.40
Pre-fill the proposal with what's already known about the prospect.
Why it matters to DMA: Reps shouldn't retype what the CRM and the calls already say.
In our words, from DMA's Product Decision Book v3, page 40.
How we do it
- "Draft proposal" on an account fills itself from the account record: the company, the contact, locations, the needs as dated facts with quotes, the services that fit.
- The rep only picks the package (or lets the AI choose from the notes) and, if needed, a discount.
- It needs DMA's real rate card and proposal template to go live; today's prices come from a sample rate card, and every screen says so.
The flow
It plays on its own while it's on screen; hover or use the controls to pause or step through.
Opened
Draft proposal on Northside Dental.
- Person
- Stored data
- Screen
Where the data goes
The same six stages on every page. Nothing reaches Nutshell except through the write gate.
- 1Account record
Source
The account record.
- 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 draft and what it used.
- 4AI
Claude models, only through DMA's own gateway
No AI model is involved: rules decide.
- 5Write gate
The only way back into Nutshell: checked, approved when needed, sent once
Nothing is written to Nutshell.
- 6Nutshell
The system of record
Nutshell is not changed.
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 |
|---|---|---|
| ai.proposals | Proposal drafts: priced only from the approved rate card, with the facts they used and their checks. | 36 |
| ai.extracted_facts | Facts the AI found, each with the exact quote it came from and a confidence. | 15 |
How the tables connect (3)
| Column | Points to | Kept by |
|---|---|---|
| ai.proposals.supersedes_id | ai.proposals | The database (foreign key) |
| ai.proposals.approval_id | ctrl.approvals | The database (foreign key) |
| ai.extracted_facts.prompt_id | agent.prompts | The application (by id) |
Worked example
Synthetic demo data: every name, business and number is made up.
What fills itself (sample data).
Northside Dental Group
- Contact
- Dana Ortiz
- Locations
- 3
- Needs
- New patient calls down across all three offices; reporting was hard to use (from the notes)
In the running POC
Draft a proposal from an account (sample prices).sample data
- 1The package: the AI can pick it from the notes.
- 2The discount: up to 10% is approved, above goes to Josh.
- 3Sample prices, until DMA sets its real rate card.
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.