iiRecord
Agentic AI Atlas · Sales Proposal Management
workflow:sales-proposal-managementa5c.ai
II.
Workflow JSON

workflow:sales-proposal-management

Structured · live

Sales Proposal Management json

Inspect the normalized record payload exactly as the atlas UI reads it.

File · workflows/workflows/workflows-sales-motions.yamlCluster · workflows
Record JSON
{
  "id": "workflow:sales-proposal-management",
  "_kind": "Workflow",
  "_file": "workflows/workflows/workflows-sales-motions.yaml",
  "_cluster": "workflows",
  "attributes": {
    "displayName": "Sales Proposal Management",
    "workflowKind": "operational",
    "triggerType": "event-driven",
    "typicalCadence": "per-opportunity",
    "complexity": "cross-team",
    "description": "Manages the end-to-end proposal creation and approval workflow —\nassembling proposal documents from modular templates matched to deal size\nand product configuration, routing pricing exceptions through deal desk\napproval chains with SLA-bound response times, coordinating legal review\nof custom terms and contract modifications, managing e-signature workflows\nwith tracking and reminder automation, versioning proposals through\nnegotiation rounds with change-tracking, ensuring brand and messaging\ncompliance across all customer-facing materials, and archiving signed\nagreements with metadata for renewal tracking. Produces proposal cycle-time\nanalytics, approval bottleneck reports, and win/loss correlation with\nproposal attributes. Excludes pricing strategy and contract template\ndesign.\n"
  },
  "outgoingEdges": [
    {
      "from": "workflow:sales-proposal-management",
      "to": "role:planner",
      "kind": "involves_role",
      "attributes": {}
    },
    {
      "from": "workflow:sales-proposal-management",
      "to": "role:technical-writer",
      "kind": "involves_role",
      "attributes": {}
    },
    {
      "from": "workflow:sales-proposal-management",
      "to": "role:business-analyst",
      "kind": "involves_role",
      "attributes": {}
    },
    {
      "from": "workflow:sales-proposal-management",
      "to": "skill-area:sales-methodology",
      "kind": "requires_skill_area",
      "attributes": {}
    },
    {
      "from": "workflow:sales-proposal-management",
      "to": "skill-area:revenue-operations",
      "kind": "requires_skill_area",
      "attributes": {}
    },
    {
      "from": "workflow:sales-proposal-management",
      "to": "domain:sales",
      "kind": "applies_to_domain",
      "attributes": {}
    },
    {
      "from": "workflow:sales-proposal-management",
      "to": "domain:operations",
      "kind": "applies_to_domain",
      "attributes": {}
    },
    {
      "from": "workflow:sales-proposal-management",
      "to": "responsibility:vendor-evaluation",
      "kind": "triggers_responsibility",
      "attributes": {}
    },
    {
      "from": "workflow:sales-proposal-management",
      "to": "responsibility:review-architecture-changes",
      "kind": "triggers_responsibility",
      "attributes": {}
    },
    {
      "from": "workflow:sales-proposal-management",
      "to": "org-unit:sales-team",
      "kind": "performed_by_org_unit",
      "attributes": {}
    },
    {
      "from": "workflow:sales-proposal-management",
      "to": "org-unit:legal-team",
      "kind": "performed_by_org_unit",
      "attributes": {}
    },
    {
      "from": "workflow:sales-proposal-management",
      "to": "org-unit:revenue-operations-team",
      "kind": "performed_by_org_unit",
      "attributes": {}
    }
  ],
  "incomingEdges": []
}