Industrial Automation
Align controls scope, rollout phases, and commercial approval
Automation proposals involve phased delivery, mixed pricing models, and multiple approvers. IntoPact helps teams run these deals in one coordinated workflow.
The challenge
Sound familiar?
Phased delivery is hard to communicate
Design, commissioning, and support phases are often split across decks and spreadsheets, leaving buyers unclear on sequence and ownership.
Commercial review is slow and fragmented
Procurement asks for changes, engineering updates scope, and finance revises payment assumptions in separate channels.
Post-proposal silence kills velocity
After proposal send, teams lose visibility into who reviewed what and where objections are stalling progress.
Capabilities
What changes when the workflow is connected
Structured deal rooms for automation projects
Present delivery timeline, action plan, pricing, and technical documentation in a single buyer workspace.
Buyer-visible pricing structure
Combine project milestones, recurring services, and selectable options with clear totals and billing context.
Mutual action plans for close execution
Track buyer and seller milestones in one shared checklist to keep implementation and approval tasks moving.
Acceptance and handoff continuity
Capture final buyer acceptance in-platform, then carry accepted terms forward when contract or invoicing is needed.
Example workflow
A systems integrator closes a plant modernization project
- 1
Integrator launches a deal room with phased scope and delivery timeline
- 2
Buyer operations team reviews technical sections while procurement reviews pricing and terms
- 3
Both sides use the mutual action plan to track approvals and dependencies
- 4
Commercial updates are reflected live, avoiding attachment version drift
- 5
Buyer signs off on the selected option and accepts in the deal room
- 6
Team proceeds with a clean accepted record for delivery and billing follow-through
Start with the deals you have already written off.
Pick three that went quiet after the proposal, open a deal room for each, and see who comes back. Fourteen days, no process change, no card.