AI Proposal + Contract Automation in n8n (Google Docs + OpenAI) — From Form to Signed Deal

n8n Workflow attached below and in our community classroom

Here’s the workflow:

Step 1: You submit job details through a simple form.

Step 2: OpenAI extracts + infers key details into a structured JSON object (client info, project name, scope, deliverables, exclusions, timeline estimate, pricing, deposit amount, and more).

Step 3: n8n duplicates your Google Docs template so the original stays untouched.

Step 4: The automation replaces every {{variable}} in the doc with the mapped JSON values (reliable, repeatable, and fast).

Step 5: You get a finished proposal you can quickly review, tweak, and send.

This setup is perfect if you constantly create proposals/contracts and want AI to do the heavy lifting—scope drafting, estimates, payment schedule (like 50/50), and all the repetitive template filling.

If you want, the next step is sending the completed doc to a signing tool (like PandaDoc) for signature + deposit collection—so your onboarding is basically push-button.

Youtube video (So sorry about the quality, Loom has been giving me a headache lately):

https://youtu.be/ACSgwveCeaw?si=tQlws28YDW_H_9W5

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