Turn discovery call forms into ready-to-send proposals with AI

A prospect's form answers are turned into a personalized, priced proposal document automatically.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4) · Simple Merge (5)

flowchart TD trig>"prospect submits discovery form"]:::trig s0["check required fields filled"]:::task s1["ai selects proposal template"]:::svc s2["ai writes personalized content"]:::svc s3["proposal document created"]:::svc s4["team notified in slack"]:::svc trig --> s0 s0 --> s1 s2 --> s3 s3 --> s4 gx{"× budget and complexity level"}:::gate s1 --> gx p00["use simple template"]:::task gx -->|"simple deal"| p00 p10["use complex template"]:::task gx -->|"complex deal"| p10 jn{"○ template selected"}:::gate p00 --> jn p10 --> jn jn --> s2 out[/"priced proposal ready to send"/]:::out pay{{"faster response after sales calls"}}:::pay s4 --> out 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 serviceOne path onlyPaths rejoinResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
General Automation
Connects
TypeformOpenAIPandaDocSlack

The problem it solves

You spend hours writing proposals after every discovery call, and the quality depends on how much time you have that day. Prospects wait while you piece together pricing, timelines, and a pitch that sounds personal. The slower you respond, the more likely they are to go with someone else.

Who it fits

Freelancers, consultants, agencies, and service businesses that send proposals after sales calls.

How it works

  1. A prospect submits your discovery call form
  2. The system checks that required details like email and company are filled in
  3. AI picks the right proposal template based on budget and complexity
  4. AI writes personalized proposal content and a project timeline
  5. A priced proposal document is created and your team is notified in Slack
What you get

Proposals that go out the same day

Every discovery call turns into a personalized, priced proposal draft your team can review and send without starting from scratch.

What you get

A ready-to-send, personalized proposal document with pricing and a project timeline.

What you need

A Typeform account, an OpenAI API key, a PandaDoc account, and Slack.

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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