Proposal Automation Systems

What is it?

This system instantly transforms your sales call notes into polished, branded, and persuasive (pain points focused) proposals—no more starting from scratch, copying, or formatting manually. Just professional, tailored documents delivered in seconds.

Why it matters

• Speed wins deals: Send detailed, highly personalized proposals within minutes (instead of hours) after your call—while your solution is still top-of-mind.
• No more wasted time Start with 90% of the work done—make any quick fix after before sending.
• Use your custom template: Pick your preferred proposal format—PDF, Google Slides, PandaDoc, etc.

How it works

1. Input notes: Upload your sales notes (I recommend with a custom form submission, like TypeForm)
2. Automated generation: AI instantly crafts personalized proposal copy tailored to your chosen template.
3. Manual Polishing: With 90% of the work done, you have full control to fine-tune and perfect the proposal before sending it out.