Proposal generation from templates

Offorte builds sales proposals from reusable templates. A Beam agent reads deal details such as contact, scope, and pricing, then populates the matching template following your approved content and discount rules. It writes a draft proposal ready to go out and links it to the deal. Proposals that involve nonstandard pricing, custom terms, or discounts beyond your threshold route to a manager for sign-off before sending. The agent prepares the routine, on-catalog proposals you have authorized and holds anything that needs a pricing or legal judgment for a person to approve.

Proposal view and engagement signals

Offorte shows when a recipient opens and reads a proposal. A Beam agent reads these view events and applies your rules to update the deal, notify the rep, and time a follow-up. It writes engagement signals onto the record so sales knows what to prioritize. Proposals viewed many times without a decision, or opened by unexpected recipients, route to the owning rep who decides how to respond. The agent handles the standard nudges and status updates you approved while leaving the read of buyer intent to a person.

Acceptance and signature handling

Offorte records when a proposal is accepted or signed. A Beam agent reads the acceptance event, applies your rules to advance the deal, and writes the signed status and terms back to your pipeline so downstream steps begin. It can notify finance or operations to start fulfillment. Acceptances with altered terms, partial agreement, or signatures from someone outside the approved signer route to a person who confirms validity before the deal proceeds. The agent closes out the clean acceptances you authorized and escalates anything that changes the agreed deal.