Instant Proposal Generation

Overview

Automate the generation of client proposals by converting form inputs (budget, goals, scope) into structured, AI-written PDFs that you can send immediately — reducing friction and improving first impression.

Problem

Writing custom proposals for each client takes too much time and often delays deals.

Solution

Automatically turn form responses into well-written, branded PDF proposals using OpenAI.

How It Works

1. Client fills out a proposal request form (e.g., Typeform or Notion)
2. Data is pushed to Airtable
3. OpenAI writes a proposal draft using brand tone and inputs
4. Make.com converts the text into a PDF using a template
5. Proposal is emailed or uploaded to client portal