AutomationMart
Home/Browse/AI proposal generator
n8n

AI proposal generator

n8nn8n8 modulesv1.0
ShopifyHubSpotGmailSlackNotionTypeformOpenAITelegramClickUp

Overview Stop spending hours formatting proposals. This workflow turns a short post-call form into a high-converting, fully-personalized PandaDoc proposal—plus updates your CRM and drafts the follow-up email for you. After a sales call, just fill out a 3-minute form summarizing key pain points, solutions pitched, and the price. The workflow uses AI to generate polished proposal copy, then builds a PandaDoc draft using dynamic data mapped into the JSON body (which you can fully customize per

At a glance

AI proposal generator is a ready-made n8n workflow you import as a workflow JSON file — no build required. It connects Shopify, HubSpot, Gmail, Slack. It's free to download. Follow the 5-step import below to go live in minutes.

Platform
n8n
Connects
Shopify, HubSpot, Gmail, Slack, Notion, Typeform
Modules
8
Price
Free
Version
v1.0
AI proposal generator workflow diagram

About this workflow

Overview Stop spending hours formatting proposals. This workflow turns a short post-call form into a high-converting, fully-personalized PandaDoc proposal—plus updates your CRM and drafts the follow-up email for you. After a sales call, just fill out a 3-minute form summarizing key pain points, solutions pitched, and the price. The workflow uses AI to generate polished proposal copy, then builds a PandaDoc draft using dynamic data mapped into the JSON body (which you can fully customize per business). It also updates the lead record in ClickUp with the proposal link, company name, and quote—then creates an email draft in Gmail, ready to send. Who’s it for - Freelancers and consultants sending service proposals - Agencies closing deals over sales calls - Sales reps who want to automate proposal follow-up - Teams using ClickUp as their lightweight CRM How it works - After a call, fill out a short form with client details, pitch notes, and price - AI generates professional proposal copy based on form input - Proposal is formatted and sent to PandaDoc via HTTP request - ClickUp lead is updated with: - Company Name - Proposal URL - Quote/price - A Gmail draft is created using the proposal link and a thank-you message Example use case > You hop off a call, fill out: > - Prospect: Shopify agency > - Pain: No lead gen system > - Solution: Automated cold outreach > - Price: $2,500/month > > 3 minutes later: PandaDoc proposal is ready, CRM is updated, and your email draft is waiting to be sent. How to set up 1. Replace the form with your preferred tool (e.g. Tally, Typeform) 2. Connect PandaDoc API and structure your proposal template 3. Customize the JSON body inside the HTTP request to match your business 4. Link your ClickUp space and custom fields 5. Connect Gmail (or other email tool) for final follow-up draft Requirements - Form tool for capturing sales call notes - OpenAI or LLM key for generating proposal copy - PandaDoc API access - ClickUp custom fields set up for lead tracking - Gmail integration How to customize - Customize your PandaDoc proposal fields in the JSON body of the HTTP node - Replace ClickUp with another CRM like HubSpot or Notion - Adjust AI tone (casual, premium, corporate) for proposal writing - Add Slack or Telegram alerts when the draft is ready - Add PDF generation or auto-send email step

n8n

How to import this n8n workflow

  1. 1

    Download the workflow JSON file after purchase.

  2. 2

    Open n8n → click the menu → Import from File.

  3. 3

    Select the downloaded JSON and import.

  4. 4

    Set up credentials for each node that requires them.

  5. 5

    Click Execute Workflow to test, then activate.

Setup guide

Setup guide included

Purchase to unlock the full step-by-step guide

Related N8n workflows

Add new Typeform form submissions to rows in a Coda doc

Every time someone fills out your Typeform form, Make will automatically add a new row to your Coda table.

Free

Generate responses using 2 ChatGPT prompts and send them via a webhook

Automatically generate responses using OpenAI GPT-3 and send them via a custom webhook. Ideal for automating customer support or content delivery.

Free

Simple eval for legal benchmarking

This workflow demonstrates a simple way to run evals on a set of test cases stored in a Google Sheet. The example we are using comes from an info extraction task dataset, where we tested 6 different LLMs on 18 different test cases. You can see our sample data in this spreadsheet here to get started. Once you have this working for our dataset, you can plug in your own test cases matching different LLMs to see how it works with your own data. How it works: - It loads test cases from Google Sheets.

Free

Automate conference travel approvals with Deepseek AI, Gmail and Google Sheets

Introduction Automates overseas conference approval requests to CEO. Generates emails with conference details, flight quotes, accommodation, expense breakdown, and admin procedures. Ensures consistency and saves time. How It Works Manual trigger initiates: fetches exchange rates/conference details, parses flight quotes, uses AI to calculate expenses and generate draft, checks budget, formats messages, merges versions, creates PDF, sends to CEO, logs to tracker. Workflow Template Manu

Free

Enrich B2B Google Maps leads with Apify, Jina AI, GPT-5.2 and Google Sheets

Stop wasting hours manually hunting for business leads. This workflow automates the entire process from scraping Google Maps to extracting contact emails all triggered from your phone via Telegram. What It Does Send a single message to your Telegram bot (Sector; Limit; MapsURL) and the system takes over. It scrapes business data from Google Maps using Apify, generates AI-powered company summaries via OpenAI, hunts for contact emails from business websites using Jina AI, then stores everything ne

Free

Fetch real-time stock quotes to Google Sheets with OpenAI, Octagon and GitHub

Octagon Stock Quote Skill → Google Sheets Automate real-time stock quote enrichment in Google Sheets using n8n, OpenAI, and Octagon Agent. This workflow reads ticker symbols from a spreadsheet, fetches the live stock-quote Skill from GitHub, uses an OpenAI prompt-builder step to generate the best Octagon Agent query, executes the quote request through Octagon, then writes structured market data back into Google Sheets. How this n8n workflow works 1. Fetches the live SKILL.md file from Gi

Free

Create AI-ready vector datasets for LLMs with Bright Data, Gemini & Pinecone

Who this is for? This workflow enables automated, scalable collection of high-quality, AI-ready data from websites using Bright Data’s Web Unlocker, with a focus on preparing that data for LLM training. Leveraging LLM Chains and AI agents, the system formats and extracts key information, then stores the structured embeddings in a Pinecone vector database. This workflow is tailored for:​ - ML Engineers & Researchers building or fine-tuning domain-specific LLMs. - AI Startups needing clean, struct

Free

Automate multi-step onboarding with Google Sheets, Forms and Gmail notifications

This n8n workflow enables teams to automate and standardize multi-step onboarding or messaging workflows using Google Sheets, Forms, Gmail, and dynamic logic powered by Code and Switch nodes. It ensures the right email is sent at the right step, tracks progress in Google Sheets, and handles errors or escalations. --- 🧑‍💼 Who is this for? - HR and PeopleOps teams managing candidate or employee onboarding processes - Customer success or onboarding teams handling structured, step-based journeys

Free

Reviews

No reviews yet

Be the first to buy and share your experience.

Leave a review

Sign in to share your experience with this workflow.

Log in to review
Free
No ratings yet

Create a free account to purchase workflows.

  • JSON blueprint — instant download
  • Setup guide PDF included
  • 5 downloads · valid 30 days
  • Works with n8n

Need help setting this up?

Book a 3-hour live setup session with an Agility consultant.

₹2,499/ session
3 hrs · video call
  • Configure live on Google Meet / Zoom
  • Free follow-up if workflow has defects
  • Platform expert assigned to you
Book installation session
Free