A proposal or contract is prepared by copying the last Word document and changing the details, and a mistake in a name or an amount is noticed only at the client. Copilot prepares a draft from your templates and the HubSpot or Dynamics 365 Sales record, a lawyer or manager approves, and the client signs through DocuSign.
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A manager at a professional services firm usually starts a new proposal from an old one: opens the previous client's Word document and changes the name, number, address, list of services and prices, even though all the details are already in the HubSpot or Dynamics 365 Sales record. That is how the old client's name ends up on page three of a new proposal, along with an outdated clause the lawyer no longer uses or a service description that changed six months ago. A draft contract is slower still, because someone has to check which template version is current, and the signed contract comes back as a scanned email attachment and sits in a folder the CRM knows nothing about.
The account manager opens the client record in HubSpot, Pipedrive or Dynamics 365 Sales, picks a service bundle, and Copilot in Word prepares a proposal or contract draft from your approved templates in SharePoint: company details from the CRM record, service descriptions from the current catalogue, prices from the price list, terms by service type and client segment. Copilot marks which terms the account manager may change and which require a lawyer or manager. In Outlook, Copilot prepares a cover email based on earlier correspondence with the client. The lawyer or manager receives the document in Teams for review with the changes marked and approves it, and only the approved document goes to the client from the account manager's Outlook. Contracts are sent for signature through DocuSign, and the signed document with its signature certificate is attached automatically to the client record in the CRM and the deal is marked as won. We deploy Microsoft 365 Copilot and Copilot Studio in your tenant: templates and documents stay in your Microsoft 365 environment and are not used to train the model, and we integrate with HubSpot, Pipedrive and DocuSign through an API, file export or an email flow, depending on your plan.
Four steps from input to a record in your system, with human approval wherever there is risk.
The account manager opens the client record in HubSpot, Pipedrive or Dynamics 365 Sales and picks the type of proposal or contract and the service bundle. Copilot pulls the company details, contacts, the history of earlier proposals and the client segment, which determines the terms.
Copilot in Word assembles the document from the approved template in SharePoint: service descriptions from the catalogue, prices from the price list, terms by service type. Editable and locked terms are marked differently so the account manager can see their limits.
The document with changes marked goes to a lawyer or manager through a Teams approval flow. The approved document returns to the account manager, Copilot in Outlook prepares a cover email, the account manager sends it, and the contract goes out for signature through DocuSign. The signed document is attached to the CRM record.
If a client asks for a term that is not in the template, Copilot flags it and the document always goes to a lawyer. You update the templates and the catalogue in SharePoint, and outdated versions are no longer used. We review which parts account managers change most often and suggest improvements to the templates.
Proposal and contract templates, the service catalogue and the price list organised in SharePoint with version control and a clear owner.
Microsoft 365 Copilot in Word and Outlook, connected to HubSpot, Pipedrive or Dynamics 365 Sales through Copilot Studio or a Power Platform connector.
Approval by a lawyer or manager in Teams with changes and deadlines marked and a log of who approved and when, then sending for signature through DocuSign.
Training account managers to work with Copilot and the templates, attaching signed contracts to the CRM record, support through the first month and improving the templates based on real proposals.
Copilot in Word and Outlook + HubSpot, Pipedrive or Dynamics 365 Sales data + DocuSign signing. We choose the integration method with the CRM and e-signature after checking your plans. For more on this service and its limits, see the service page.
No. Copilot assembles the document from your approved templates in SharePoint and clearly marks which terms are locked. Any deviation from the template is seen by a lawyer or manager at approval, and the document goes to the client and to DocuSign only after approval.
Yes. HubSpot and Pipedrive have public APIs, through which Copilot Studio pulls company details and attaches the signed document. The Dynamics 365 Sales integration is the simplest, because it runs in the same Microsoft 365 tenant. We connect DocuSign through its API, and if your plan has no API, we use an email flow. We choose the integration method after a check at the start of the project.
Account managers who prepare documents need a Microsoft 365 Copilot licence, and the CRM connection needs Copilot Studio or a Power Platform connector, depending on your CRM. We choose the best bundle by number of users at the start of the project, and we can administer your Microsoft 365 tenant.
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