Quote and proposal versioning

Keep one current quote per opportunity, with every discount and approval attached to it.

macOS — coming soonSee the 3 automations
Sales / AUTOMATE.md

When a quote goes out above the discount limit, post the account, the discount, and the approver list, then email the approvers a one-line request.

Ready-made: Discount approval trailer

The job, and what good looks like.

Deals stall on version confusion more often than they stall on price. The buyer is holding last week's quote, the rep is pricing from a spreadsheet, and legal is redlining a third copy. Discounts get approved twice or not at all, and nobody in the room can say which document is final. This workflow keeps one current version per opportunity. It records every quote with its number, date, line items, discount, and approver, and flags the moment a second version goes out while the first is still live. Stale answers and pricing blocks in the proposal library are listed on a schedule with the owner who last touched them. When a non-standard term appears, the workflow names the approver and the deadline instead of leaving it buried in a reply thread. A human still decides which version the buyer receives and signs off every discount. The result is one current quote per deal and an approval trail anyone can read.

When it is handled

  • One current quote per deal
  • Every discount has a named approver
  • No pricing sent from a spreadsheet
  • A readable approval trail

Works with tools like

  • Salesforce CPQ
  • Loopio
  • Clari
  • Stripe

Ready-made automations. Pick the one that fits.

Each one is a plain-language document. Run it as it is, or change the timing, the rules and the tools to match your team.

Discount approval trailer

When a quote goes out above the discount limit, post the account, the discount, and the approver list, then email the approvers a one-line request.

When a quote is sent with a discount above 15%

Quote version chase

When an opportunity has more than one open quote, list the versions with dates and amounts, then email the rep asking which one the buyer has.

When an opportunity has more than one open quote

Stale answer block

Every second Tuesday, list the answer blocks not updated in 12 months, then email the owners a short refresh request.

Every second Tuesday at 10:00am

You stay in charge.
At every step.

It does the legwork. You decide what reaches a customer.

  • Nothing reaches a customer unasked

    Replies and follow-ups wait in your drafts until you send them, or until you pre-approve them.

  • Undo what you don't want

    Every step is recorded, and a file it changed can be put back.

  • Only the CRM and inbox you allow

    Each automation reaches only the apps and folders you connect for it.

Discount approval trailer

Approve before it posts in Slack and sends the email?

ReviewApprove

Before you download.

Where does it run?
On your Mac or Windows computer, in the background. It keeps working after you close its window, and only reaches the folders and apps you connect for each automation.
How does it connect to our CRM and other tools?
Through each app's own connection where it offers one, signed in once by you, or by using the app in a browser the way you would. Each automation gets only the connections you give it, and the tools a page names are examples you can swap for your own.
Does it run when my computer is asleep?
It keeps your computer awake while a job runs and just before a scheduled one. While the computer is closed or off, nothing runs; when it wakes, it checks the inbox, calendar and other sources it watches for anything that arrived meanwhile.
How does my team use it?
Each person who runs automations installs the app. Keep a project in a shared folder, such as Google Drive or a network drive, and teammates can open it and follow every run, while one person owns it and runs it.
Do I need anyone technical to set it up?
No. Download the app, add an automation in plain words, and connect only what that job needs. Nothing runs until you switch it on.

Already have tools for this? Here is the difference.

Your CRM's workflow rules

Updating fields and assigning records the same way every time.

They can't read a call, research a company or write a follow-up that sounds like you.

Flowchart automation tools

Moving data between apps at high volume.

Every exception becomes another branch someone has to build and maintain.

AI chat assistants

Drafting a reply when you ask for one.

Nothing happens until you come back and ask again, and the routine lives in a chat.

AUTOMATE.md

Your routine, written in plain words. It runs on its own, follows your rules, handles the exceptions a flowchart can't, and asks you when it matters. The file stays yours, whichever AI model runs it.

Related workflows.

Proposal assembly checklist

Assemble the pricing, the approved terms, and the proof the buyer asked for into one packet, with each missing piece named before the send.

1 automation

Approval routing for pricing

Send every discount and non-standard term to the named approver with the deal context attached, instead of leaving it in a reply thread for three days.

Write your own

Contract readiness checklist

Check the legal, security, and procurement items against the buyer's own requirements before the first redline goes out.

Write your own

Start with one job.
Make it your own.

macOS — coming soon
  1. 1

    Get the app

    It runs on your computer, next to your files.

  2. 2

    Add the automation

    Paste the instructions into the app, or save them as a file next to your work.

  3. 3

    Try it, then turn it on

    Run it once and check the result. It only runs on its own once you switch it on.

macOS — coming soon