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Proposal generator

A filled-in deal produces a branded proposal ready to send.

Sales team, about 16 hours back a month

Fixed price
$577
Live in
8 working days
Hours back a month
~16
Runs on
n8n, HubSpot, Google Workspace

The problem

Proposals are copied from the last one, and old client names slip through.

How one run moves

  1. 1.The deal reaches the proposal stage

  2. 2.Scope and pricing are pulled from the deal

  3. 3.The proposal is assembled from your template

  4. 4.It is sent for e-signature and tracked

Proposal generator

$577

One payment. Nothing billed hourly.

  • Proposal template wired to your fields
  • Built and tested in your own accounts
  • Written runbook and a recorded walkthrough
  • Error alerts routed to your team
  • 30 days of fixes after go-live

Where it is running

A paid-media agency with 60 retainer clients

Read the case study

4 hrs

from signature to ready workspace

0

missed setup steps in two quarters

$18k

first-month revenue pulled forward