AI Proposal Generator
Generate professional client proposals in minutes using AI — not hours.
What is this automation?
Sales teams spend 2–4 hours crafting each proposal from scratch. This automation generates a complete, professional proposal in under 5 minutes from a simple brief.
The Problem
Your sales reps spend most of their proposal time formatting, copying, and filling in templates rather than selling. Proposals are inconsistent and sometimes miss key information.
The Solution
Sales rep fills a short deal brief form. AI generates a complete proposal tailored to the prospect — including executive summary, scope, pricing table, and timeline — formatted to your brand template.
Step-by-step workflow
Fill Deal Brief
Sales rep completes a structured form with deal details and client needs.
Pull Client Data
Retrieve client info from HubSpot to personalise the proposal.
Generate with AI
OpenAI creates all proposal sections based on the brief and template.
Format to Template
Inject AI content into branded Google Docs or PDF template.
Internal Review
Send to manager for quick review via Slack.
Send to Client
Deliver proposal with open-tracking link.
Log in CRM
Record proposal sent date and follow-up trigger.
Tools used
What you can expect
Related automations
Want this automation built for you?
We'll set up the entire workflow — integrated with your tools, tested, and ready to go. Typical turnaround: 2–5 business days.