AI-Powered Proposal Generator System
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Streamline your sales process and close deals faster with an automated AI proposal generation system. Instantly convert sales call insights into professional, client-ready proposals.
About This Workflow
Introducing the AI Proposal Generator System, a powerful n8n workflow designed to revolutionize your sales cycle. This system automates the creation of compelling proposals, transforming crucial sales call data into polished, professional documents in mere seconds. It begins by capturing essential deal information through a quick sales call form, ensuring no detail is missed. This structured data then fuels an advanced AI engine (leveraging GPT-4 with example-based training) to generate over 20 professional proposal sections, maintaining a consistent tone and formatting. Finally, the system seamlessly integrates with Google Slides for a free, instant document generation and distribution, or offers a premium PandaDoc path for enhanced features like payment integration and e-signatures. This workflow is engineered for speed, quality, and efficiency, allowing you to send proposals before your competitors even schedule a follow-up.
Key Features
- Instant Proposal Generation: Create full proposals during live sales calls in under 30 seconds.
- Intelligent AI Content Creation: Leverages GPT-4 for professional, well-structured proposal content.
- Flexible Document Output: Choose between free Google Slides or premium PandaDoc integration.
- Seamless Data Capture: User-friendly form for capturing critical sales call information.
- Automated Distribution: Effortlessly send proposals via email with the option for e-signatures and payments.
How To Use
- Set up the Sales Call Form: Configure the initial sticky note (or a dedicated form node) to capture essential client and project details (Company, Problem, Solution, Scope, Timeline, Budget).
- Configure OpenAI Node: Connect the sales call data to the OpenAI node. Ensure your GPT-4 model is set up and your prompts are optimized for generating specific proposal sections.
- Select Document Path:
- Google Slides: Configure the Google Slides node to use a pre-designed template. Map the AI-generated content from the OpenAI node to the corresponding text fields within your Google Slides template.
- PandaDoc (Premium): Set up the HTTP Request node to integrate with the PandaDoc API. Define the proposal structure and content mapping using the data from the OpenAI node.
- Configure Email Sending: Connect the document generation node (Google Slides or PandaDoc) to a Gmail node. Customize the email subject and body to include the generated proposal link or document.
- Testing and Refinement: Thoroughly test the workflow with various sales call inputs. Refine your AI prompts and template mappings to ensure optimal proposal quality and accuracy.
Apps Used
Workflow JSON
{
"id": "db469118-0eef-440f-bbd6-6f343f3ba5f0",
"name": "AI-Powered Proposal Generator System",
"nodes": 17,
"category": "Sales",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
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ID: db469118-0eef...
About the Author
Crypto_Watcher
Web3 Developer
Automated trading bots and blockchain monitoring workflows.
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