Theiagen × Galang AI updates
Quote-to-cash: live flow and the next decisions
August 17, 2026 · Call prep
Theiagen
Client Updates
Live now
What you need
Top priorities
Current Q2C status
The core flow now carries a real opportunity through to draft documents.
Progress based on the Sarah/Greg call: the new steps fit their working pace, while pipeline creation and client sending stay under human control.
Live
Lead intake & CRM
Intake, People/Companies, Qualified Leads, Contracts, and the Quoting handoff are connected.
Live
Quoting form
A prefilled Contract form lets the team check the Customer, choose another, or add a new one.
Drafts only
Quote / SOW files
Simple SOW and Separate SOW + Quote drafts link back to the Contract and Drive folder.
Guardrails live
Email & calendar
Synced and imported records do not automatically open pipeline deals.
Live now
What you need
Top priorities
Document workflow
Keep the working documents. Add one polished final submission.
The first two choices work today. The combined version is the next addition, using Greg’s approved final-submission format.
Live
Simple SOW
Use when scope needs review first.
→
Live
Separate SOW + Quote
Use when the team works through two documents during the deal.
→
Next
Combined SOW + Quote
One editable final-submission document when scope and pricing are ready.
Sarah and Greg need to confirm: the Combined SOW + Quote final format and reuse rule (recommendation: keep an existing SOW and create only the Quote when pricing is ready later); Theiagen email and/or Notion comments instead of Slack; and the document review/approval owner. The Twenty Email + Calendar Setup Guide is ready for their safe connection and test.
Live now
What you need
Top priorities
Top priorities
Finish the document handoff first.
Build the combined final format
One editable Combined SOW + Quote Google Doc in Greg’s format, not a merge of existing files. Test all three document choices without duplicates or overwrites.
DONE WHEN · all three choices work as intendedReplace internal Slack notices
Move Quoting, draft-ready, approval, and procurement follow-up notices to Theiagen email and/or Notion comments. Notices continue to say draft created, not approved to send.
DONE WHEN · recipients and approval owner are explicitThen: use the email/calendar guide to test one connection and confirm which synced records Theiagen wants to retain. T-Metric, billing, and B/C work remain out of scope for now.
01 / 05