My client gets a proposal 5 minutes after our call ends. Here's the exact workflow.
Hi all I've been struggling with sending proposals on time, and I know a lot of you have too. You finish a discovery call, the client is excited, and then you spend 2 hours writing a proposal from scratch, formatting it, attaching it, sending it manually. By the time it lands in their inbox the energy is gone. They moved on. I spent some time last week building a simple automation for this, and it now sends professional proposals 100% automatically for less than $10/m: 1. Fill a simple form after every sales call Just enter the client name, service, and price into a Tally form (free). That's your only manual step. Everything else is automatic. 2. n8n catches the form submission instantly The Tally trigger in n8n fires the moment you hit submit. No delay. No checking. 3. n8n generates the proposal using AI A GPT-4 node takes the client name, service and price and writes a clean, professional proposal automatically. Personalized every time. 4. The proposal gets converted into a PDF n8n sends the text to a free PDF generation API. A clean, ready-to-send document no formatting needed from you. 5. Gmail sends it to the client automatically The PDF lands in the client's inbox with a personalized email within 5 minutes of your call ending. While your competitor is still opening Word. 6. Google Sheets logs everything Client name, service, price, date sent all logged automatically. You always know where every proposal stands. Total cost: Tally (free) + n8n cloud (~$8/m) + PDF API (free tier) Set it up once. It runs forever. I used to spend 2 hours per proposal. Now it takes me 2 minutes to fill a form and the rest is done. If anything is unclear drop a comment, happy to help 🙏