Proposal generator
Turns a short form about a prospect into a written proposal in Google Slides, saved to Drive and emailed out.
What it does
After a sales call, you fill in a short form with the prospect's details and needs. AI writes the proposal copy, drops it into your Google Slides template, saves the finished proposal to Google Drive and writes a covering email. A version for PandaDoc is also included.
Trigger
A form is submitted after a sales call.
Steps
- The form captures the prospect, their problem and your proposed solution.
- AI writes proposal copy in your tone.
- The copy replaces placeholders in a Google Slides template.
- The proposal is saved to Google Drive.
- AI writes a covering email and it is sent through Gmail.
Tools
- n8n
- n8n Form
- OpenAI
- Google Slides
- Google Drive
- Gmail
- PandaDoc (optional)
Who it suits
Consultancies, agencies and service firms that send similar proposals after every sales call.
Want this set up for your business?
It starts with the £450 Payback Check: one process timed and scored, a written report and a fixed quote.
Get your score
£450 Payback Check. Credited if you book a build within 30 days.