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Sales Automation

[Automated Proposal Generator]

Generate Tailored Proposals in Seconds, Not Hours

Writing proposals takes hours. Our AI automation cuts that down to seconds. When a new lead comes in, the system instantly generates a tailored proposal based on their needs, industry, and your pricing rules.

Every proposal is professionally formatted, personalized, and ready to send—giving you a competitive edge in response time.

Writing proposals takes hours. Our AI automation cuts that down to seconds. When a new lead comes in, the system instantly generates a tailored proposal based on their needs, industry, and your pricing rules.

Every proposal is professionally formatted, personalized, and ready to send—giving you a competitive edge in response time.

How It Works

How It Works

01

Lead Triggers the System

When a qualified lead enters your CRM or fills out a form:

  • Lead data is captured

  • Project requirements extracted

  • Industry identified

  • Budget signals analyzed

01

Lead Triggers the System

When a qualified lead enters your CRM or fills out a form:

  • Lead data is captured

  • Project requirements extracted

  • Industry identified

  • Budget signals analyzed

02

AI Researches & Analyzes

The system automatically gathers:

  • Company background and size

  • Industry-specific pain points

  • Competitor analysis

  • Relevant case studies from your portfolio

02

AI Researches & Analyzes

The system automatically gathers:

  • Company background and size

  • Industry-specific pain points

  • Competitor analysis

  • Relevant case studies from your portfolio

Proposal Generated

A complete proposal is created including:

  • Executive summary

  • Scope of work

  • Timeline and milestones

  • Pricing breakdown

  • Terms and conditions

Proposal Generated

A complete proposal is created including:

  • Executive summary

  • Scope of work

  • Timeline and milestones

  • Pricing breakdown

  • Terms and conditions

Review & Customize

The proposal is saved in Google Docs for easy editing:

  • Review AI-generated content

  • Adjust pricing if needed

  • Add personal touches

  • Export as PDF

Review & Customize

The proposal is saved in Google Docs for easy editing:

  • Review AI-generated content

  • Adjust pricing if needed

  • Add personal touches

  • Export as PDF

Send & Track

Send directly from the system with tracking:

  • Email delivery confirmation

  • View tracking

  • Follow-up reminders

Close deals faster with instant, professional proposals.

Send & Track

Send directly from the system with tracking:

  • Email delivery confirmation

  • View tracking

  • Follow-up reminders

Close deals faster with instant, professional proposals.

Tools Used

Tools Used

n8n

OpenAI

Google Docs

Notion CRM

n8n

OpenAI

Google Docs

Notion CRM

Ready to Automate Your Proposals?

Stop spending hours on proposals. Respond to leads in minutes with AI-generated documents.

Ready to Automate Your Proposals?

Stop spending hours on proposals. Respond to leads in minutes with AI-generated documents.