Clear integration of GPT-4 with key tools for enhanced functionality

Turn discovery call forms into polished, personalized proposals in seconds. This workflow captures prospect information via Typeform, uses GPT-4 to write compelling proposal content, and automatically creates professional PandaDoc documents with pricing tables.

Who is this for?

Freelancers, consultants, agencies, and service businesses who want to:

• Stop spending hours writing proposals manually
• Respond to prospects faster with professional documents
• Maintain consistent proposal quality at scale

What problem does it solve?

Writing proposals is time-consuming and inconsistent. This workflow automates the entire process—from form submission to ready-to-send document—while keeping your proposals personalized and professional.

How it works

1. Prospect fills out your Typeform discovery questionnaire
2. Workflow validates required fields (email, company name)
3. AI automatically selects the right template based on budget and project complexity
4. GPT-4 writes personalized proposal content tailored to the prospect's challenges
5. GPT-4 generates realistic project milestones
6. PandaDoc creates a professional document with pricing table
7. You receive a Slack notification with a direct link to review

Template selection logic

The workflow intelligently routes to the appropriate template:

• Quick Quote → Budget under $2,500 AND simple project
• Standard Proposal → Budget $2,500+ OR complex project

What you get

• Personalized proposal content written by GPT-4
• Challenge summary that shows you understand their pain points
• Specific benefits with metrics (time savings, cost savings)
• 4-phase project timeline with realistic milestones
• Professional PandaDoc document with pricing table
• Slack notifications for successes and errors

Setup time: 15-20 minutes

Setup steps

1. Add your OpenAI API credential (select in the 3 GPT nodes)
2. Add your Typeform API credential
3. Add your PandaDoc API credential (HTTP Header Auth with your API key)
4. Create a Typeform with discovery questions (see below)
5. Create 2 PandaDoc templates (Quick Quote + Standard Proposal)
6. Update the Config node with your company info and template IDs
7. Add your Slack webhook URL to the Config node

Typeform questions needed

Your discovery form should include these fields:

• What's your company name?
• What industry are you in?
• What's your biggest operational challenge?
• What would the ideal solution look like?
• What tools/platforms do you currently use?
• How complex is this project? (Simple / Moderate / Complex)
• What's your estimated budget? (Under $1,500 / $1,500-$2,500 / $2,500-$5,000 / $5,000-$10,000 / $10,000+)
• First name
• Last name
• Email address

PandaDoc template tokens

Your PandaDoc templates should include these placeholder tokens:

• Client.Company, Client.FirstName, Client.LastName
• Client.ChallengeSummary
• Project.Total, Project.Deposit
• Project.TimeSavings, Project.CostSavings
• Timeline.Phase1-4, Timeline.Phase1Date-4Date
• Impact.Bullet1-3
• Proposal.ExpiryDate, Document.Date

Requirements

• OpenAI API account (~$0.05-0.15 per proposal)
• Typeform account (free tier works)
• PandaDoc account (API access required)
• Slack workspace (for notifications)

Good to know

• Processing time: 15-30 seconds per proposal
• All errors are caught and sent to Slack so you can follow up manually
• The Config node centralizes all settings—easy to customize
• GPT prompts are editable to match your writing style
• Budget threshold is adjustable (default: $2,500)
• Quick Quote proposals expire in 7 days, Standard in 14 days