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Back to AI proposal generator

Set Up: AI proposal generator

After sales calls, fill out a short form with client details and pricing. AI generates polished proposal copy that gets formatted into PandaDoc, updates your ClickUp lead records with proposal links, and creates ready-to-send Gmail drafts.

What This Automation Does
1

Fill out post-call form

Submit client details, pain points, proposed solutions, and pricing through a Typeform after your sales call.

2

Generate AI proposal copy

OpenAI processes form data to create professional, personalized proposal content tailored to the prospect's needs.

3

Create PandaDoc proposal

AI-generated content is formatted and sent to PandaDoc via API to create a professional proposal document.

4

Update ClickUp lead record

Lead record gets updated with company name, proposal URL, and quote amount for easy tracking.

5

Draft follow-up email

Gmail draft is created with proposal link and thank-you message, ready for you to review and send.

Prerequisites

  • Typeform account for collecting post-call data
  • OpenAI API key for content generation
  • PandaDoc API access and proposal template
  • ClickUp workspace with custom fields configured
  • Gmail account with API access

Services Used

Open AiClickUpTypeform TriggerGmail

Services with alternatives — you can swap them in the next step.