Deliverable one is the template set, rebuilt from winning proposals with structure, warranty terms, exclusions, and tone preserved exactly.
AA19 Builds Custom Proposal Generation Systems
AA19 delivers a document engine built from the proposals a company already wins, automated assembly off the job record, e-signature with deposit capture, and view tracking that sets follow-up timing. Scope covers template construction, pricing and photo population, delivery channels, and approval rules above a dollar threshold.
Proposal Generation: scope and deliverables.
Deliverable two is the assembly pipeline: job record, measurements, selections, pricing tiers, financing figures, and photo library populate the document with no retyping.
Deliverable three is the delivery and signal layer, mobile viewing, e-signature, deposit collection, and section-level read tracking feeding the follow-up cadence.
From build to daily operation.
Template the document
Existing winning proposals become the structure, tone, and legal language.
Assemble from data
Job record, pricing, photos, and selections populate automatically.
Deliver and sign
Email and text delivery, mobile-friendly viewing, e-signature and deposit in one flow.
Follow the signal
Views, dwell time, and silence each trigger a different follow-up.
Industries running this system.
- Roofing
Material tiers, warranty terms, and financing sit in one document.
- Remodeling
Selections and allowances present clearly to avoid change order fights.
- Construction
Bid packages assemble with scope exclusions intact.
- Landscaping
Design renderings and phased pricing land together.
- Pool Builders
Phased build schedules and equipment packages read plainly.
- Painting
Color schedules and prep scope get documented up front.
- Insurance
Coverage comparisons render side by side.
- Accounting
Engagement letters and scope of services generate per client type.
Systems that pair with this one.
Other pieces that ship on a first build
Scope drives the number. Systems, trades, and custom pieces are all listed on the pricing page.
Questions owners ask about this.
Can we keep our own template?
The existing proposal becomes the template, structure and language preserved.
Does it handle e-signature?
Signature and deposit collection run inside the same document flow.
Can a person edit before sending?
Drafts hold for review by default, and rules decide what sends without a check.