II.
Workflow JSON
Structured · liveworkflow:sales-proposal-management
Sales Proposal Management json
Inspect the normalized record payload exactly as the atlas UI reads it.
{
"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": []
}