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