Proposal Generator

What It Does

Auto-generates customised proposals from templates using deal data from your CRM — complete with client name, project scope, pricing, and terms.

How It Works

1. Trigger: A deal moves to "Proposal" stage in your CRM
2. Step 1: The automation pulls deal details — client name, project scope, budget
3. Step 2: A proposal document is generated from your template with all fields filled in
4. Step 3: The PDF is saved to your drive and a link is sent to you for review
5. Step 4: After your approval, it's emailed to the client automatically

Why It Matters

Creating proposals manually takes 30–60 minutes each. With templates and automation, you can generate a professional proposal in under a minute and send it while the client is still excited.

Who Is This For?

• Agencies and consultancies sending proposals weekly
• Sales teams that need fast turnaround on quotes
• Anyone who copies and pastes client details into proposal docs