📄 Proposal Contract Conversion Automation with AI

Taskade Genesis turns a won proposal into a contract draft the moment you mark it accepted — agents extract scope, pricing, and terms from the proposal record and produce a formatted contract document ready for review in under a minute. ## What Is Proposal Contract Conversion Automation? It's the bridge between winning a deal and formalizing it. When a proposal status changes to Accepted, the automation pulls the agreed scope, payment terms, and deliverables from the proposal record and populates your contract template — eliminating the double-entry that causes errors and delays. ## Why Use Proposal Contract Conversion Automation? Every minute between "yes" and "signed" is risk. Instant conversion closes that window. - Zero double-entry: Scope, pricing, and client details flow directly from the proposal to the contract — no copy-paste. - Template anchoring: Agents use your approved contract template to ensure legal language is always current. - Relationship linking: The contract record links back to the original proposal via the Relationship field for a clean audit trail. - E-signature ready: Export or share the contract via connected tools in your 100+ integration library. - Status automation: Contract sent → update proposal to "In Signature"; contract signed → update to "Closed Won." ## Who Should Use Proposal Contract Conversion Automation? - Freelancers who manually retype proposal details into contract templates for every client. - Agencies closing multiple deals per week and needing contracts within hours. - Consultants who want a consistent, legally vetted contract derived from approved proposal terms. - SaaS sales teams converting trial proposals into annual subscription contracts. - Staffing agencies converting placement proposals into candidate assignment agreements. ## How To Use Proposal Contract Conversion Automation? 1. Clone the template from /automate and upload your contract template. 2. Map the proposal fields (scope, rate, timeline) to the corresponding contract placeholders. 3. Set the trigger: proposal status → Accepted → generate contract draft. 4. Review the pre-filled contract in