AI Proposal Generator for PandaDoc, ClickUp & Gmail
Automates personalized sales proposals from post-call forms using AI, creates PandaDoc drafts, updates ClickUp CRM, and drafts follow-up Gmail emails.
This workflow transforms a quick post-call form into a professional, personalized PandaDoc proposal. After summarizing key details like pain points, solutions, and pricing, AI generates polished copy. It then sends a formatted HTTP request to PandaDoc to create a draft proposal using dynamic JSON data tailored to your business.
Next, it updates your ClickUp lead record with essential info: company name, proposal URL, and quote details, keeping your lightweight CRM current. Finally, a thank-you email draft is created in Gmail with the proposal link, ready for immediate sending.
Ideal for freelancers, agencies, and sales teams, it saves hours on manual formatting and follow-ups. Example: Post-call input for a Shopify agency lead gen service at $2,500/month yields a ready proposal, updated CRM, and email draft in minutes. Setup involves linking your form tool, PandaDoc API, and templates.
New buyers can create an account from the cart to unlock a controlled $10 first-purchase credit on eligible orders of $25+.
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How to import this workflow into n8n
- 1Purchase or download the workflow to get the n8n workflow JSON file.
- 2In your n8n instance, open Workflows and choose "Import from File" (or paste the JSON with Ctrl+V on the canvas).
- 3Open each node marked with a credential warning and connect your own accounts and API keys.
- 4Run the workflow once manually to verify the data flow, then toggle it to Active.
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