Turn a quick form into a polished sales proposal in minutes

Fill out a short form during a sales call and get a professional, personalized proposal sent by email.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig>"sales form submitted"]:::trig s0["ai writes proposal sections"]:::task s1["build proposal from template"]:::task s2["email proposal link to prospect"]:::svc trig --> s0 s0 --> s1 s1 --> s2 out[/"personalized proposal sent to prospect"/]:::out pay{{"close deals faster after the call"}}:::pay s2 --> 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
Email AutomationSurvey & FeedbackFile & Cloud Storage
Connects
OpenAIGoogle SlidesGoogle DriveGmailPandaDoc

The problem it solves

You want to send a proposal while a prospect is still excited, right after the call, but writing one from scratch takes hours you don't have between meetings. By the time you finally send it, momentum has cooled and the prospect has moved on.

Who it fits

Best for sales teams, consultants, or agencies who want to close deals faster with same-call proposals.

How it works

  1. Starts when you fill out a short form with the deal details
  2. An AI model writes professional proposal sections from your inputs
  3. Builds a personalized proposal document from a template
  4. Emails the finished proposal link to the prospect automatically
What you get

Proposals that go out while the deal is still warm

You can turn a few call notes into a polished, personalized sales proposal emailed to the prospect right away.

What you get

A professional, personalized proposal ready to send within minutes of a sales call.

What you need

An OpenAI account, a Google account for Google Slides, and optionally a PandaDoc 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

Related automations

Turn sales notes into a ready-to-send proposal deck

Submit the budget, pain points, and timeline from a sales call and get a fully drafted Google Slides proposal back.

Standard

Turn a sales call into a finished proposal in minutes

Fill out a short form after a sales call and get a customized proposal written, sent, and logged automatically.

Advanced

Turn form responses into a custom proposal and send it automatically

Turns a filled-out form into a branded Google Slides proposal and emails it to the prospect automatically.

Standard

Generate a personalized sales proposal after every client call

Turns your sales call notes into a polished, branded proposal and emails it to the client automatically.

Standard
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