PROPOSAL GENERATOR
Atlas · System 07
ATLAS
Proposal Generator
SYSTEM 07 / 11
TRACKING SIGNATURES
Cascade Restoration CoLynnwood, WA

From "send me a quote" to signed deal — in one screen.

Pick the scope, hit send, and Atlas turns it into a polished, branded proposal, emails it for e-signature, then tracks every step — sent → viewed → signed — and pings you the second it's closed. Replaces PandaDoc & DocuSign.

1Pick scope + client
2Atlas drafts the proposal
3Client e-signs
// BUILD PROPOSALpick + send
▮ Pick a deal scenario
▮ Client
▮ Scope · 0 selected
▮ Adjust
// LIVE PROPOSALdraft

LILES AUTOMATION

AI Operations for Service Contractors · Lynnwood, WA
Proposal For
Date
Proposal #
Valid Thru

Dear there,

Thanks for the conversation. Below is the scope of work and investment for the automation stack we discussed for your business. Once you sign, build kicks off within 48 hours.

Scope of Work

No products selected yet — toggle scope on in the left panel.

Investment

ItemSetupMonthly

Terms

Engagement: month-to-month, cancel anytime with 30 days notice.
Setup: 50% due at signing, 50% at delivery (typically 5–10 business days).
Monthly: first month billed on delivery, then the 1st of each month.
Ownership: client owns all delivered automations, configs & API keys.
First 30 days — supervised mode: every customer-facing message Atlas drafts is sent to you for one-tap approval while we tune it to your voice. Nothing reaches your customers without your okay in month one.
Guarantee: Pro tier includes a 30-day money-back guarantee on the monthly fee.
Client signature · ·
Eric Liles
Liles Automation · Eric Liles, Founder
Liles Automation · Lynnwood, WA · eric@lilesautomation.com · lilesautomation.com
// TELEMETRYsample data · what you'll track
Sent · MTD
14
proposals out the door
Sign rate
64%
vs ~25% with PDFs by email
Avg time-to-sign
6.4 hr
was 4+ days chasing manually
Value signed
$67k
sample month
▮ This proposal · live track
📨
Generate + send for e-sign
Branded PDF · signature fields embedded
✉️
Delivered to client inbox
Read-receipt tracking armed
👀
Client opened proposal
Viewed from their device
✍️
Signed & executed
Audit trail saved · countersigned
🚀
Build kicked off
Slack channel + 50% Stripe invoice
▮ Recent proposals

Ready to close it?

Build the proposal, then send it for signature — watch it come back signed.

Proposal Generator is System 07 of Atlas

The same AI ops manager runs 10 other jobs — speed-to-lead, follow-ups, missed calls, reviews & more.

See all 10 systems →
Demo · Liles Automation · Your data & connected accounts stay isolated — never co-mingled. Every send is opt-out-safe, validated & logged.