Turn CRM deal data into a branded PDF proposal automatically

The system builds a professional PDF proposal from your deal data, emails it to the client, and alerts your sales team.

How the work actually flows

It branches. Every path runs.

Pattern: Sequence (1) ยท Parallel Split (2)

flowchart TD trig>"new deal or form submitted"]:::trig s0["check required proposal details"]:::task s1["build branded itemized proposal"]:::svc s2[("convert to pdf and save")]:::store trig --> s0 s0 --> s1 s1 --> s2 gx{"+ who needs to be notified"}:::gate s2 --> gx p00["send pdf to client"]:::task gx -->|"email client"| p00 p10["post slack alert to team"]:::task gx -->|"alert sales team"| p10 p00 --> out p10 --> out out[/"branded pdf delivered and logged"/]:::out pay{{"consistent proposals without manual formatting"}}:::pay out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepAn outside serviceA record or sheetEvery pathResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
CRM & Sales PipelineEmail AutomationMessaging & NotificationsDocument Processing & OCRAPI & Webhook IntegrationFile & Cloud Storage
Connects
GmailGoogle DriveSlack
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The problem it solves

Putting together a proposal means copying deal details into a document, formatting it so it looks professional, and remembering to save and send it. That process eats up time you could spend on the next deal, and small formatting mistakes make you look less polished.

Who it fits

A sales team or agency that sends custom proposals to clients regularly.

How it works

  1. A new deal or form submission triggers the workflow
  2. The system checks that all required proposal details are present
  3. It builds a branded, itemized proposal with your logo and pricing
  4. The proposal is converted to a PDF and saved to Google Drive
  5. The client receives it by email while your team gets a Slack alert
What you get

Proposals ready to send without formatting fuss

Your clients receive a polished, branded proposal built from your deal details, while your sales team gets notified right away.

What you get

A branded PDF proposal, delivered to the client and logged for your team.

What you need

A Gmail account, a Google Drive account, and a Slack workspace.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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