Documents

Proposals, SOWs, and contracts

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Start a document

Pick the situation, then the client. The situation decides which documents get assembled.

Scenario

New client

First engagement

Proposal + SOW + MSA

Renewal

New term, same client

SOW only

Amendment

Change mid-term

SOW only

MSA only

Legal framework

MSA (+ Exhibit A)

Client & contact HubSpot

Document Draft

▦ Structured · from HubSpot · client

▦ Structured · document dates & term

Agreement date

Valid through (proposal only, auto +30 days)

Term (months)

Start (defaults to Agreement date)

End (auto from Start + Term)

✦ AI · brief -- describe this engagement, the AI writes the proposal

Context the AI will use: ✓ HubSpot notes ✓ Rate card ✓ Your voice (voice-and-tone)

✦ AI-generated · narrative -- editable

✦ generated from your brief ↻ regenerate

✦

Apply Shorter Warmer

▦ Structured · pricing · annual + totals auto-calc

Line item Cadence Amount 1st-yr

+ Add line item

Monthly recurring--

One-time--

First-year total--

▦ Structured · client signer

Review the rendered PDF before sending.

Routed through DocuSeal at sign.adpharos.com. You sign first, then the client.

On completion, n8n updates the HubSpot deal, files the signed PDF, and creates 60/30/15-day renewal tasks automatically.