AI proposal generator

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Important notice

This workflow is provided as-is. Please review and test before using in production.

1. Workflow Overview

Overview Stop spending hours formatting proposals. This workflow turns a short post call form into a high converting, fully personalized PandaDoc proposal—plus updates your CRM and drafts the follo...

Best for

CRM automation workflows
Multimodal AI automation workflows
intermediate n8n builders looking for reusable templates

Tools used

@n8n/n8n-nodes-langchain.openai, n8n-nodes-base.httprequest, n8n-nodes-base.stickynote, n8n-nodes-base.clickup, n8n-nodes-base.typeformtrigger, n8n-nodes-base.gmail

Source and attribution

This workflow is cataloged by N8N Workflows and links back to its original n8n.io source page by Abdul Mir.

Original n8n.io source

1.1 Workflow description

Title: AI proposal generator
Workflow name: AI proposal generator

Overview

Stop spending hours formatting proposals. This workflow turns a short post-call form into a high-converting, fully-personalized PandaDoc proposal—plus updates your CRM and drafts the follow-up email for you.

After a sales call, just fill out a 3-minute form summarizing key pain points, solutions pitched, and the price. The workflow uses AI to generate polished proposal copy, then builds a PandaDoc draft using dynamic data mapped into the JSON body (which you can fully customize per business). It also updates the lead record in ClickUp with the proposal link, company name, and quote—then creates an email draft in Gmail, ready to send.

Who’s it for

Freelancers and consultants sending service proposals
Agencies closing deals over sales calls
Sales reps who want to automate proposal follow-up
Teams using ClickUp as their lightweight CRM

How it works

After a call, fill out a short form with client details, pitch notes, and price
AI generates professional proposal copy based on form input
Proposal is formatted and sent to PandaDoc via HTTP request
ClickUp lead is updated with:
- Company Name
- Proposal URL
- Quote/price
A Gmail draft is created using the proposal link and a thank-you message

Example use case

> You hop off a call, fill out:
> - Prospect: Shopify agency
> - Pain: No lead gen system
> - Solution: Automated cold outreach
> - Price: $2,500/month
>
> 3 minutes later: PandaDoc proposal is ready, CRM is updated, and your email draft is waiting to be sent.

How to set up

Replace the form with your preferred tool (e.g. Tally, Typeform)
Connect PandaDoc API and structure your proposal template
Customize the JSON body inside the HTTP request to match your business
Link your ClickUp space and custom fields
Connect Gmail (or other email tool) for final follow-up draft

Requirements

Form tool for capturing sales call notes
OpenAI or LLM key for generating proposal copy
PandaDoc API access
ClickUp custom fields set up for lead tracking
Gmail integration

How to customize

Customize your PandaDoc proposal fields in the JSON body of the HTTP node
Replace ClickUp with another CRM like HubSpot or Notion
Adjust AI tone (casual, premium, corporate) for proposal writing
Add Slack or Telegram alerts when the draft is ready
Add PDF generation or auto-send email step

1.2 Logical Blocks

This catalog entry is organized from the workflow JSON. The node-level section below shows the executable blocks available for review before importing the template.

2. Block-by-Block Analysis

Block 1 - Generate Proposal Copy

Type / Role: @n8n/n8n-nodes-langchain.openAi - openAi
Config choices: Version 1.8

Block 2 - Create PandaDoc Proposal

Type / Role: n8n-nodes-base.httpRequest - httpRequest
Config choices: Version 4.2

Block 3 - Sticky Note1

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 4 - ClickUp

Type / Role: n8n-nodes-base.clickUp - clickUp
Config choices: Version 1

Block 5 - Add Company Name

Type / Role: n8n-nodes-base.clickUp - clickUp
Config choices: Version 1

Block 6 - Quote

Type / Role: n8n-nodes-base.clickUp - clickUp
Config choices: Version 1

Block 7 - Proposal URL

Type / Role: n8n-nodes-base.clickUp - clickUp
Config choices: Version 1

Block 8 - Sales Call Form

Type / Role: n8n-nodes-base.typeformTrigger - typeformTrigger
Config choices: Version 1.1

Block 9 - Sticky Note

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 10 - Sticky Note2

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 11 - Create a Draft

Type / Role: n8n-nodes-base.gmail - gmail
Config choices: Version 2.1

Block 12 - Sticky Note3

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 13 - Sticky Note4

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

3. Summary Table

Workflow	AI proposal generator
Complexity	intermediate
Nodes	13
Categories	CRM, Multimodal AI
Author	Abdul Mir
Published	27 Jul 2025

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/6534/6534.json as the source template for this automation.
2. Import the template into n8n

Open n8n, import the downloaded JSON, and review each node before activating the workflow.
3. Configure credentials and variables

Replace placeholder credentials, API keys, webhook URLs, account IDs, and environment-specific values with your own settings.
4. Test with sample data

Run the workflow manually or in a staging workspace, inspect node output, and confirm downstream systems receive the expected data.
5. Activate and monitor

Enable the workflow only after testing, then monitor executions, errors, and rate limits during the first production runs.

5. General Notes & Resources

Review imported nodes carefully before activation. This catalog entry is intended to help you inspect the workflow structure, understand required services, and find related templates faster.

Node names, credentials, schedules, webhook paths, and external service limits may need adjustment for your workspace.

Download workflow JSON Original n8n.io source CRM workflows Multimodal AI workflows

Frequently asked questions

What does AI proposal generator do?

What do I need before importing this workflow?

Review the workflow JSON, configure any required credentials in n8n, and test the automation in a safe workspace before using it in production.

Can I customize this workflow?

Yes. Use the block-by-block analysis and the downloadable JSON to inspect each node, then adjust credentials, prompts, schedules, filters, or destinations for your CRM, Multimodal AI use case.

Abdul Mir

9 workflows

Nodes

@n8n/n8n-nodes-langchain.openai n8n-nodes-base.httprequest n8n-nodes-base.stickynote n8n-nodes-base.clickup n8n-nodes-base.typeformtrigger n8n-nodes-base.gmail

Complexity

intermediate

Published 27 Jul 2025

Likes 0

View on n8n.io Download Workflow

Install path: /data/workflows/6534/6534.json

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AI proposal generator

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Important notice

1. Workflow Overview

Best for

Tools used

Source and attribution

1.1 Workflow description

Overview

Who’s it for

How it works

Example use case

How to set up

Requirements

How to customize

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - Generate Proposal Copy

Block 2 - Create PandaDoc Proposal

Block 3 - Sticky Note1

Block 4 - ClickUp

Block 5 - Add Company Name

Block 6 - Quote

Block 7 - Proposal URL

Block 8 - Sales Call Form

Block 9 - Sticky Note

Block 10 - Sticky Note2

Block 11 - Create a Draft

Block 12 - Sticky Note3

Block 13 - Sticky Note4

3. Summary Table

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

2. Import the template into n8n

3. Configure credentials and variables

4. Test with sample data

5. Activate and monitor

5. General Notes & Resources

Frequently asked questions