Pricing & Proposal Builder
Proposals are where deals quietly leak margin. Wrong tier. An old discount that shouldn't survive deal-desk. A term that contradicts whatever was approved in CPQ last cycle. The fixes are mechanical, and the cost of getting them wrong is real ARR.
The problem
Reps build proposals in slides, copy pricing from a spreadsheet that may or may not be the current version, and routinely send the wrong tier or term. The cost shows up two ways. Lost cycles fixing errors mid-deal, and quiet margin leak when an unauthorised discount makes it past the approval step.
How DataChi runs it
DataCHI reads the deal context from Salesforce or HubSpot, applies the active pricing-rule set, generates the proposal in your brand template, and triggers approval routing the moment a discount or term crosses a configured threshold. Multi-currency, multi-region, version-controlled. The deck that gets sent is the deck that got approved.
What's included
- CRM-driven proposal generation from current deal context
- Brand-template enforcement on every output
- Pricing-rule and discount-policy compliance checks
- Approval routing keyed to discount, term, and ACV thresholds
- Multi-currency, multi-region pricing logic
- Version control with analytics on which decks actually convert
Who it's for
AEs, sales operations, and CROs at companies running tiered or custom pricing with approval workflows.
Outcomes
- Proposal turnaround in minutes, not days
- Discount creep stops at the approval threshold instead of in the close-out call
- Audit trail per sent proposal — list price, applied discount, approver, version
- AE cycles freed up because revisions don't bounce back from deal desk
Ready to run Pricing & Proposal Builder with DataChi?
See the playbook in action with your data, your stack, and your team.
Book a 20-minute demo