Client Proposal Generator
Workflow Flow
Make
HubSpot
OpenAI
Google Docs
Slack
Gmail
How It Works
When a new deal reaches the proposal stage in the CRM, pull client details, project requirements, and pricing tiers to auto-generate a branded proposal document. AI tailors the executive summary, scope of work, and value propositions based on the client’s industry and deal size, then sends a draft to the sales rep for review.