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📈 Sales Automation

Accelerate your sales cycle with automated lead capture, proposal generation, and contract workflows that help you close deals faster.

Overview​

FlowLogik's Sales Automation vertical eliminates manual tasks in your sales process, allowing your team to focus on building relationships and closing deals instead of paperwork.

Key Capabilities​

Lead Capture & Enrichment​

  • Multi-channel capture - Web forms, emails, LinkedIn, events
  • Auto-enrichment - Add company data, social profiles, contact info
  • Lead scoring - AI scores leads based on fit and intent
  • Deduplication - Automatically merge duplicate leads
  • Assignment - Route leads to the right sales rep
  • CRM sync - Push qualified leads to Salesforce, HubSpot, etc.

Proposal & Quote Generation​

  • Template library - Pre-built proposal templates
  • Dynamic content - Auto-populate from CRM data
  • Pricing tables - Configure products, pricing, discounts
  • E-signature - Send for signature via DocuSign, HelloSign
  • Version tracking - Track proposal versions and changes
  • Analytics - See which proposals get opened and signed

Contract Management​

  • Contract generation - Create contracts from templates
  • Clause library - Reusable contract clauses
  • Redlining - Track changes and versions
  • Approval workflows - Route for legal/finance approval
  • E-signature - Digital signature workflows
  • Contract repository - Centralized contract storage
  • Renewal tracking - Track contract renewals and expirations

Sales Document Processing​

  • Business card scanning - Capture contact info from cards
  • Signed contract extraction - Extract data from signed contracts
  • Order form processing - Process customer order forms
  • PO extraction - Extract data from customer POs

Pipeline Automation​

  • Stage progression - Auto-advance deals based on activities
  • Follow-up reminders - Never miss a follow-up
  • Activity logging - Auto-log emails, calls, meetings
  • Task creation - Create tasks based on deal stage
  • Forecasting - AI-powered revenue forecasting

Integrations​

CRM Systems​

  • Salesforce - Full sync of leads, contacts, opportunities, activities
  • HubSpot - Complete CRM integration
  • Pipedrive - Deal pipeline sync
  • Zoho CRM - Leads, deals, contacts
  • Microsoft Dynamics 365 - Sales module integration
  • Freshsales - CRM and pipeline management

E-Signature Platforms​

  • DocuSign - Send and track signatures
  • HelloSign - Simple signature workflows
  • Adobe Sign - Enterprise signature solution
  • PandaDoc - Document + signature solution

Communication Tools​

  • Gmail - Email integration and tracking
  • Outlook - Email sync and scheduling
  • Slack - Deal notifications and updates
  • Microsoft Teams - Collaboration and alerts
  • Zoom - Meeting scheduling and recording

Proposal Tools​

  • PandaDoc - Proposal and contract management
  • Proposify - Proposal software integration
  • Qwilr - Interactive proposals
  • Better Proposals - Proposal creation

CPQ (Configure, Price, Quote)​

  • Salesforce CPQ - Advanced quoting
  • Oracle CPQ - Enterprise CPQ
  • SAP CPQ - Complex pricing and quotes

Common Workflows​

Lead-to-Opportunity Workflow​

  1. Capture - Lead comes from website form, LinkedIn, email
  2. Enrich - AI adds company info, employee count, revenue
  3. Score - Lead scored based on fit and behavior
  4. Route - Assigned to appropriate sales rep
  5. Qualify - Rep qualifies lead via call/email
  6. Convert - Create opportunity in CRM
  7. Nurture - Automated email sequences
  8. Close - Convert to customer

Proposal Creation & Approval​

  1. Request - Sales rep initiates proposal request
  2. Auto-populate - Pull data from CRM (company, contacts, products)
  3. Customize - Rep customizes content and pricing
  4. Review - Sales manager reviews pricing/terms
  5. Approve - Manager approves or requests changes
  6. Send - Proposal sent to customer with tracking
  7. Sign - Customer reviews and signs electronically
  8. Close - Deal marked as won in CRM

Contract Workflow​

  1. Generate - Create contract from approved proposal
  2. Customize - Add custom clauses if needed
  3. Internal review - Route to legal/finance for review
  4. Approve - Legal approves or requests changes
  5. Send - Send to customer for signature
  6. Negotiate - Track redlines and versions
  7. Sign - Both parties sign electronically
  8. Execute - Fully executed contract stored
  9. Alert - Notify relevant teams (finance, delivery, CS)
  10. Track - Monitor renewal dates

Quote-to-Cash Acceleration​

  1. Configure - Build quote with products and pricing
  2. Price - Apply discounts and approvals
  3. Quote - Generate professional quote
  4. Approve - Discount approvals if needed
  5. Send - Deliver to customer
  6. Sign - Customer accepts and signs
  7. Order - Create order in ERP/accounting
  8. Fulfill - Trigger fulfillment process
  9. Invoice - Generate and send invoice
  10. Cash - Track payment and revenue recognition

Features​

AI-Powered Features​

  • Lead scoring - Predict likelihood to close
  • Next best action - Recommend actions to advance deals
  • Win probability - Calculate deal win probability
  • Deal insights - Identify risks and opportunities
  • Email generation - AI-generated follow-up emails

Document Features​

  • Template management - Centralized template library
  • Dynamic content - Conditional content based on data
  • Version control - Track all document versions
  • Collaboration - Multi-user editing and comments
  • Brand consistency - Enforce brand guidelines

Approval Workflows​

  • Multi-level approvals - Chain approvals with conditions
  • Parallel approvals - Multiple approvers simultaneously
  • Escalation - Auto-escalate if not approved in time
  • Mobile approvals - Approve from anywhere
  • Audit trail - Complete approval history

Analytics & Reporting​

  • Pipeline metrics - Stage velocity, conversion rates
  • Win/loss analysis - Why deals are won or lost
  • Proposal analytics - View rates, time to sign
  • Rep performance - Individual and team metrics
  • Revenue forecasting - Predictive revenue forecasts
  • Activity tracking - Calls, emails, meetings logged

Getting Started​

Step 1: Connect Your CRM​

Integrate with Salesforce, HubSpot, or your CRM of choice.

Step 2: Set Up Lead Capture​

Configure web forms, email forwarding, or API integrations.

Step 3: Create Templates​

Build proposal and contract templates with your branding.

Step 4: Configure Workflows​

Set up lead routing, scoring, and approval workflows.

Step 5: Launch​

Start capturing leads and generating proposals automatically.

Best Practices​

Lead Management​

  • Fast response - Contact leads within 5 minutes
  • Lead scoring - Focus on high-quality leads first
  • Consistent follow-up - Use automated sequences
  • Data quality - Keep CRM data clean and updated
  • Track everything - Log all activities in CRM

Proposal Best Practices​

  • Personalization - Customize each proposal
  • Clear pricing - Make pricing easy to understand
  • Strong CTAs - Clear next steps
  • Mobile-friendly - Ensure proposals work on mobile
  • Track engagement - See when prospects view proposals

Contract Management​

  • Standard templates - Use approved templates
  • Version control - Always track changes
  • E-signature - Use electronic signatures for speed
  • Centralized storage - Store all contracts in one place
  • Renewal alerts - Set up automatic renewal reminders

Pipeline Management​

  • Regular reviews - Review pipeline weekly
  • Stage criteria - Define clear stage progression criteria
  • Deal hygiene - Keep deals updated and accurate
  • Focus on velocity - Measure and improve stage velocity
  • Forecast accuracy - Maintain 90%+ forecast accuracy

Use Cases by Industry​

B2B SaaS​

  • High-velocity inbound lead processing
  • Self-service pricing and quotes
  • Contract automation for faster onboarding

Professional Services​

  • RFP response automation
  • SOW and contract generation
  • Project kickoff automation

Manufacturing​

  • Quote generation with BOM
  • Distributor order processing
  • Contract manufacturing agreements

Financial Services​

  • Client onboarding automation
  • Proposal generation for services
  • Compliance documentation

Pricing​

Sales Automation is available on Professional plans and above:

  • Professional - Basic sales automation + 1,000 proposals/year
  • Business - Advanced workflows + 5,000 proposals/year
  • Enterprise - Custom workflows + unlimited proposals

View full pricing →

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