This Automated Proposal System Generates $21K/Month
Imagine being able to send a polished, professional proposal to a potential client before you even hang up the phone. Sounds too good to be true? It’s not. In this article, I’ll show you how to build a simple yet powerful automated proposal system using Make.com that can dramatically boost your sales and streamline your workflow.
The Power of Quick Proposals
When selling high-ticket items or services, having a well-crafted proposal can make or break a deal. However, many businesses get stuck in what I call “proposal hell” — spending hours hunched over a computer, trying to perfect every detail instead of focusing on what really matters: talking to prospects and closing deals.
That’s where this automated system comes in. By leveraging the power of Make.com (formerly Integromat), you can create a streamlined process that generates beautiful, customized proposals in minutes, not hours.
How It Works
Here’s a quick overview of the system:
- Use a Typeform to gather essential information during or right after a sales call
- Trigger a Make.com scenario to process the data
- Generate a customized proposal using PandaDoc
- Automatically send the proposal to the client
Let’s break down each step in more detail.
Step 1: Create a Typeform
Start by creating a simple Typeform with fields for:
- Client information (name, email, company)
- Problem statement
- Proposed solution
- Project timeline
- Pricing
This form should be quick and easy to fill out during or immediately after a sales call.
Step 2: Set Up PandaDoc Template
Next, create a proposal template in PandaDoc. Include sections for:
- Client information
- Problem statement
- Proposed solution
- Timeline
- Pricing
- Terms and conditions
Use PandaDoc’s dynamic fields to allow for easy customization later.
Step 3: Build the Make.com Scenario
Now, let’s create the automation that ties everything together:
- Use the Typeform module to trigger the scenario when a new response is submitted
- Add a “List Responses” module to retrieve the form data
- Use the PandaDoc “Create Document from Template” module to generate the proposal
- Configure the module to map the Typeform data to the appropriate fields in your PandaDoc template
- Add a “Send Document” module to automatically email the proposal to the client
Step 4: Enhance with AI (Optional)
To take your proposals to the next level, consider integrating AI using OpenAI’s GPT models:
- Add an OpenAI module after the Typeform trigger
- Use the client’s problem statement as input to generate more detailed context or additional solution ideas
- Parse the AI-generated content and include it in your PandaDoc template
The Results
By implementing this system, you can:
- Send proposals within minutes of ending a sales call
- Increase your close rate by striking while the iron is hot
- Free up time to focus on high-value activities like client acquisition
- Ensure consistency and professionalism in all your proposals
Getting Started
Ready to build your own automated proposal system? Sign up for a free Make.com account using this link to get started. Make.com offers a generous free tier that’s perfect for testing out this workflow.
If you need help setting up your automated proposal system or want to explore other ways to streamline your business processes, visit Alacran Labs for expert assistance.
With this powerful automation in place, you’ll be well on your way to boosting your sales and reclaiming valuable time. Happy automating!
