AI workspace for IT services presales teams.Turn Discovery Into a Signed SOW.
Docsbench AI agents read your discovery notes, call transcripts, and the client’s environment, define the scope, and build the proposal, SOW, effort workbook, and executive deck, then work through the client’s redlines.
- Scope no one argues about later
- Every hour tied to a deliverable
- Redlines turned around fast
Every Deal You’ve Scoped. One Workspace.
Bring discovery notes, call transcripts, client inventories, and existing contracts together with your past SOWs, methodology, service catalog, estimating sheets, and rate card. Docsbench’s agents read all of it, so every new deal starts from the scope and pricing lessons of the last one.
Sort Every Request Into Scope.
Docsbench reads the discovery calls and documents and sorts every client request into in scope, optional, excluded, client dependency, or open question, keeping the client’s own words beside each. Scope gaps surface before the SOW goes out, not after the project starts.
Migrate 1,100 mailboxes
In scopePhase 2Retire on-premises file servers
OptionalReplace branch firewalls
ExcludedGrant admin access to the tenant
Client dependency
Price Every Deliverable to Its Effort.
Docsbench builds the effort model from your estimating sheet and rate card, ties every deliverable to its hours and acceptance criteria, and checks the SOW against the workbook. Deliverables with no hours, and hours with no deliverable, are flagged before the price goes to the client.
| Deliverable | Arch | Eng | PM | Acceptance |
|---|---|---|---|---|
| Tenant design | 40 | 24 | Signed off | |
| Mailbox migration | 16 | 180 | 40 | All live |
| File server cutover | 8 | 96 | 24 | Read-only |
| End-user training | — | — | — | 4 sessions |
| Total | 428 h | $71,900 | ||
End-user training: in SOW, no effort
Work Through the Redlines.
The client defers a phase. Procurement tightens acceptance. Legal moves a responsibility to you. Tell Docsbench which redlines you accept, and it updates the SOW, the effort workbook, and the deck, and flags any change that breaks an agreed assumption.
The client reviews each deliverable within 105 business days of submission.
Risk: shorter reviews need named client approvers
Built for Every Deal You Bring In.
Project SOWs, managed services, enterprise RFPs, and the security reviews in front of them. Choose the work you want to see.
Define the Project Before It Starts.
“Write the SOW for the data platform migration from these discovery notes, with deliverables, acceptance criteria, and client responsibilities.”
“Build the effort model by phase and role from our estimating sheet, and show fixed-fee and time-and-materials pricing.”
“Check the SOW against the effort model, and list any deliverable without hours or hours without a deliverable.”
Protect your margin with a scope that says exactly what you’ll deliver and what you won’t.
4 phases · 2,180 hours
$348,000 fixed fee or T&M
Timeline
Live in 16 weeks.
Fairbanks Outdoor · Data platform migration
3. Deliverables and acceptance
| Deliverable | Acceptance criteria | |
|---|---|---|
| D1 | Source system inventory | Client confirms all 38 sources |
| D2 | Target data model | Signed off by data owner |
| D3 | Migrated warehouse tables | Row counts reconcile to source |
| D4 | Runbook and handover | Ops runs one cycle unaided |
- Word.docx
Statement of Work. Deliverables, acceptance criteria, assumptions, exclusions, and client responsibilities.
- Excel.xlsx
Effort and Pricing Workbook. Hours by phase and role, priced as fixed fee or time and materials.
- PowerPoint.pptx
Proposal Summary Deck. The approach, timeline, and investment for the decision meeting.
Editable Word documents. Excel workbooks. PowerPoint decks, with editable charts. Open the files, check the work, and keep refining.
Presales Sets the Scope. Docsbench Builds It.
Does it work with our CRM, PSA, and quoting tools?
Bring exports and documents from your CRM, PSA, and quoting tools, along with your templates and rate card. Docsbench works with the files you upload, alongside the tools you already use.
Will it use our standard terms and SOW template?
Yes. Upload your SOW templates, standard assumptions, and terms. Docsbench builds each SOW in your format and keeps your standard language unless you tell it otherwise.
Can the delivery team review what was sold?
Yes. Docsbench prepares a handoff brief from the final SOW, listing every commitment, assumption, dependency, and acceptance criterion the delivery team inherits.
Who decides the scope and the price?
You do. Solutions architects own the approach, account leads decide what to accept, and your pricing rules set the fee. Docsbench prepares and revises the work under your direction.
Close More Deals Without Burning Out Presales.
Spend less time turning call notes into scope, rebuilding effort models, and working through redlines line by line. Give your solutions team the capacity to scope more deals and scope them well.
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