Generate branded PDF price proposals and email them automatically

A form request pulls your pricing sheet, builds a branded proposal, converts it to PDF, and emails it out.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig>"prospect submits proposal request"]:::trig s0["look up pricing and discount tier"]:::task s1["build branded proposal document"]:::task s2["convert document to PDF"]:::task s3["email PDF to requester and team"]:::svc trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 out[/"branded PDF proposal delivered by email"/]:::out pay{{"faster professional proposals without errors"}}:::pay s3 --> 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 serviceResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
Document Processing & OCRAPI & Webhook Integration
Connects
Microsoft ExcelOutlookGmail
Featured in

The problem it solves

Putting together a pricing proposal means digging through a spreadsheet, calculating the right discount tier, and formatting everything to look professional before you can send it. Doing this by hand for every prospect slows down your sales process and invites mistakes.

Who it fits

A sales or operations team that sends pricing proposals to prospects regularly.

How it works

  1. A form submits the prospect's details and chosen services
  2. The system looks up current pricing and applies the right discount tier
  3. A branded proposal document is built with totals calculated
  4. The document is converted into a print-ready PDF
  5. The PDF is emailed to the requester and your team automatically
What you get

Proposals that go out looking sharp and professional

Every pricing request turns into a branded, professional proposal that's converted to PDF and emailed automatically.

What you get

A branded PDF pricing proposal delivered by email.

What you need

A Microsoft Excel file in OneDrive or SharePoint, a document conversion service, and an Outlook or Gmail account.

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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