Proposal Generation Automation
Turns a short brief into a branded, ready-to-send proposal in minutes.
Overview
Turns a short brief into a branded, ready-to-send proposal in minutes. I built an automation that takes scope and pricing inputs, uses OpenAI to draft tailored sections, and produces a branded PandaDoc proposal ready for signature. Built with Make.com, OpenAI, PandaDoc, this ai automation project was delivered for a client in Canada and designed for reliability, a clean user experience and long-term maintainability — so it keeps delivering value well after launch.
The challenge
An agency spent hours assembling proposals from scratch for every new lead.
What I built
I built an automation that takes scope and pricing inputs, uses OpenAI to draft tailored sections, and produces a branded PandaDoc proposal ready for signature.
Key features
- End-to-end workflow automation
- AI-powered steps for the smart work
- Error handling, retries and alerting
- Integrations with your existing tools
- Human-in-the-loop approvals where needed
- Full logging and an audit trail
The results
- Proposals produced in minutes, not hours
- Consistent, on-brand documents
- Faster turnaround wins more deals
This is an example of my ai automation work. Need something similar? Start a project →
My delivery process
Discovery
We start by understanding the goal, the users and the constraints — no jargon, just a clear picture of what success looks like.
Plan & design
A clear scope, architecture and milestone plan, so you know exactly what's being built and when.
Build & iterate
Development in reviewable increments with regular updates, so you see working software early and often.
Launch & support
Testing, deployment and ongoing support, so it keeps running smoothly long after go-live.
Proposal Generation Automation — FAQ
Can you build a proposal generation automation for my business?
Yes. I build custom ai automation solutions like this proposal generation automation, using Make.com, OpenAI, PandaDoc and tailored to your exact workflow, timeline and budget. Send me your requirements and I'll reply with a clear plan and quote.
How much does a project like this cost?
It depends on scope. After a short discovery call I provide a clear, fixed quote and milestone plan before any work begins — no surprises. Smaller builds start low; larger platforms are quoted per milestone.
How long does it take to build?
A focused MVP can take a few weeks, while a larger ai automation build runs in milestones over a couple of months. You'll see working software early and often, not just at the end.
What technology do you use, and will I own it?
This project uses Make.com, OpenAI, PandaDoc. I pick the right stack for each project, and you own 100% of the code and infrastructure — delivered in your own repositories and accounts.
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Want something like this built?
Tell me about your project and I'll get back to you within 24 hours. Prefer to chat? Message me on WhatsApp.