AI Proposal Generator
Automated Proposal System – Close Deals Without the Busywork
Tired of spending hours writing proposals after every discovery call?
This plug-and-play automation system helps you go from raw client notes → polished proposal → signed deal in under 5 minutes—no design work, no Google Docs, no copy-pasting.
Perfect for:
- Marketing & sales consultants
- Coaches and freelancers
- Service-based agencies
- Anyone closing high-ticket offers
🚀 What’s Inside:
✅ Make.com Automation Blueprint (Visual Workflow + JSON)
✅ AI Prompts for OpenAI – Generate project summaries & timelines automatically
✅ Typeform Setup Guide – Capture client info live on your calls
✅ Pandadoc Template Structure – Auto-fill proposals with zero effort
✅ Step-by-Step Build Guide – From setup to launch (no-code friendly)
✅ Bonus: Client walkthrough video + tips to scale
💡 What It Does:
- Auto-generates proposals from discovery call notes
- Writes project timelines and deliverables using AI
- Fills your proposal template in Pandadoc—ready to send
- Eliminates 90% of manual proposal work
⚙️ Tools You’ll Need:
📈 Who This Is For:
You’re booking calls, closing clients, but wasting too much time writing proposals.
This workflow gives you leverage—so you can scale your time, impress clients, and close deals faster.
🧠 Built by an automation strategist who uses this system to send proposals while still on the Zoom call.
Download it. Copy it. Launch it.
No more proposal hell.