Stop Scoping Deals
That Won't Close
For Professional Services Teams
SourceWizard generates and maintains accurate technical scoping documentation from your sales calls — saving your most valuable solutions resources from burning hours on deals that vanish.
Works with Salesforce, HubSpot, Jira, SharePoint, Google Workspace, NetSuite, and more
The Problem
Your most expensive resources are managing documentation instead of designing solutions.
Hundreds of hours
burned monthly.
$100/hr engineers spending 3–10 hours scoping deals that never close. A third say no — but you don’t know that ahead of time.
Maintaining documentation driftFast go/no-go
signal.
You’re forced to deeply scope before knowing if the deal is real. You want to spend zero minutes on work until it’s signed.
Pre-sales efficiencyThe estimate gap
eats margin.
Fixed-fee model means the gap between your estimate and reality is where margin disappears. Wrong scope = the risk is entirely on you.
Quoting accuracyThe Solution
Fully scoped personalized documentation for each customer — autonomously.
Auto-Generate
Docs.
Proposals, Design Documents, RFPs, SOWs, BRDs, and scoping docs drafted from your call transcripts — using your own templates and formatting.
Evolve with
the deal.
Documents update incrementally after every meeting — matching calls to deals automatically across your CRM.
Built-In Estimation
and sync.
Effort estimates, entity resolution, and inline chat editing — review, correct, approve, sync to CRM and other tools.
What Teams Are Saying
“I want to get to the juicy deals faster — the ones where we actually get paid. SourceWizard gets me a rough-shot scope before I've even opened a doc.”
“Long sales cycles, requirements shifting constantly. By the time we write the docs, half of what was discussed is buried. Something that tracks every call and drafts from all of it — that's making sure nothing falls through the cracks on a half-million-dollar deal.”
How It Works
Live in Five minutes.
Connect your tools
Link meeting transcripts (Teams/Zoom) and your CRM (Salesforce/HubSpot). One-time, 30-minute setup.
Agents activate after every call
After each call, SourceWizard auto-generates or updates scoping docs using your internal templates. Ready in 5 minutes.
Review, edit, approve
Chat-edit inline, approve, and sync to Salesforce/OneDrive. Documents evolve across calls until scope is complete.
ZERO-SETUP ONBOARDING
We Do The Work So You Don't Have To
Most AI tools ask you to build prompts, configure workflows, and babysit outputs. SourceWizard agents are self-learning — they observe your calls, understand your CRM, and start producing artifacts without any manual setup. Your team stays in the tools they already use.
- No configuration, no prompt engineering — agents learn from your existing process
- Works inside your CRM and meeting tools — no swivel chair, no new interface
- Auto-drafts SOWs and BRDs from call transcripts, updates Salesforce fields, and sends reminder emails before meetings with your delivery team's open questions
CONTINUOUS LEARNING
Living Documents That Never Fall Behind
Every call, every update, every decision — captured and threaded together. SourceWizard maintains a knowledge graph across your projects so documents stay in sync, templates learn your format, and nothing falls through the cracks.
- Automatic updates from new conversations — documents evolve as projects evolve
- Knowledge graph connects requirements, decisions, and artifacts across calls — resolving duplicate and outdated versions automatically
- Custom templates that learn your format, your terminology, and your branding — and get better over time
ENTERPRISE SECURITY
Your Data Stays In The Box
System integrators and professional services firms handle sensitive client data. SourceWizard agents operate within strict permission sandboxes — they only access what you authorize, audit everything they touch, and meet the procurement requirements your IT team demands.
- Agent permission sandboxing — every action scoped and auditable
- Enterprise SSO, role-based access control, and data residency controls
- Designed for organizations with strict IT governance and procurement processes
Frequently Asked Questions
SourceWizard is built for professional services teams doing fixed-fee scoping across 3+ sales calls per deal, juggling dozens of deals a month with $100/hr resources tied up in pre-sales. If your engineers are writing SOWs instead of delivering — you’re the target.
Every document gets human-in-the-loop review before anything goes out. The agent learns from your corrections and past blessed SOWs, so accuracy compounds over time. You stay in control — the agent does the drafting.
Internal tools require engineering time to maintain and rarely keep up with evolving needs. SourceWizard is continuously improving, purpose-built for professional services, and eliminates 50% of the pre-sales work your team is doing manually.
30-minute setup call. Templates configured in the first week. You’ll be live on real deals within days — not months.
Stop Rediscovering What Sales Already Learned
See how SourceWizard bridges the gap between sales and delivery, recovering hours lost to manual handoffs — in a 15-minute demo.
Book a Demo