Operations
Automated Proposal Generator
Auto-generate customized Google Doc proposals immediately after a lead form is submitted.
The Challenge
Drafting custom proposals is a bottleneck that delays the sales cycle.
The Solution
A system that takes form data and injects it into a Google Doc template, generating a drafted proposal in seconds.
The Impact
- ✦
Sales cycle reduced by 48 hours; consistent branding across all client documents.
Project Details
client
Sales Team
service
Automation
sector
B2B Sales
year
2024
Tools Used
n8n Google Workspace