Hi all—this workflow will change how clients see proposals 180°, and I know a lot of people here could use that boost.
I spent some time working through it last week, and here’s a simple way I solved it using AI:
- Use an AI tool (like ChatGPT or your preferred AI) to draft proposal content based on client info.
- Export the draft into Google Slides for visually appealing presentations or PandaDocs for formal, trackable proposals.
- Set up a simple workflow that auto-fills client data and generates a ready-to-send proposal in minutes.
If anything is unclear, let me know. Hope this helps you 🙏