🌟 Instant AI-Powered Sales Proposals: Generate and Send Custom Proposals in Minutes
🚀 Overview
This automation transforms your sales process by eliminating the manual work of creating proposals. Instantly generate a beautiful, AI-written, and personalized sales proposal in PandaDoc and email it to your client the moment you finish your call. This workflow is your secret weapon to close deals faster and impress prospects with incredible speed and professionalism.
😩 The Problem
You've just finished a fantastic sales call. The prospect is excited and ready to move forward. But now comes the part you dread: spending the next two hours manually writing a proposal. You're hunting for old templates, copying and pasting text, struggling to remember key details, and wrestling with formatting. This tedious process is a major bottleneck. Every hour you spend creating a proposal is an hour you're not selling, and the delay risks losing the deal's momentum and the client's excitement.
✨ The Solution
This workflow acts as your dedicated assistant, handling the entire proposal process for you. Here’s how it works:
- Log the Call: Immediately after your meeting, you open a simple form and enter the key details: the client's problem, the solution you discussed, the project scope, and the cost.
- AI Drafts the Proposal: The moment you hit submit, the automation sends this information to an AI assistant (GPT-4o), which instantly crafts a complete, professional, and highly persuasive proposal.
- Create & Send: The workflow then takes this AI-generated content and automatically creates a formal document in PandaDoc using your branded template. Finally, it sends a personalized email to your new prospect, letting them know their proposal is ready for review.
From sales call to proposal-in-hand in under five minutes. It's the ultimate way to maintain momentum and show your clients how efficient you are.
⚙️ Simple Setup
This workflow is a pre-built blueprint, designed to be up and running in minutes!
- 1. Upload: Simply upload the provided JSON file into your n8n instance.
- 2. Connect: Connect your app credentials (e.g., your OpenAI, PandaDoc, and Gmail account). The workflow will show you exactly where.
- 3. Activate: Turn the workflow on, and it's ready to go! Let your new automated employee get to work.