Proposal and quote generation
A branded proposal is drafted from the deal in minutes and sent for e-signature.
How it works · Proposal and quote generation
STEP BY STEP
In
HubSpot- Past proposals
Google Sheets
- 1
Trigger01
Deal moves to proposal stage
Stage: Proposal
- 2
Assemble02
Scope and prices filled from the deal
12 pages
- 3
Review03
Owner checks and adjusts
Approved
Human checkpoint
- 4
Sign04
Sent for e-signature
Sent to sign
Out
Google Docs- CRM record
- Follow-up task
How it works
01
The problem
Proposals take days to assemble from old documents and price lists.
Step by step
- 01Trigger. Deal moves to proposal stage.
- 02Assemble. Scope and prices filled from the deal.
- 03Review. Owner checks and adjusts.Human checkpoint
- 04Sign. Sent for e-signature.
Tools and control
02
Connects
- HubSpot
Google Drive- Google Docs
OpenAI
Built on n8n. Equivalent tools can be swapped in.
Human control
A person stays in control at the "Review" step. Everything else runs on rules you agree, with every run logged.
More in Sales and CRM
03
Sales and CRM
Lead capture to CRM
Every enquiry becomes a complete CRM record with an owner and a next step.
See the workflowSales and CRM
Lead enrichment and scoring
New leads arrive enriched and scored, so reps prioritise the best fits first.
See the workflowSales and CRM
AI follow-up drafts
Stalled deals get a timely, personal follow-up drafted for the owner to send.
See the workflow
Next step
What would you like to improve?
Tell us what is taking too much time, what is difficult to manage, or what you would like your systems to do differently. You do not need a technical specification to start.