AI Proposal Generator for PandaDoc, ClickUp & Gmail - n8n Workflow | Neura Market

    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
    Platform
    n8n
    Category
    Productivity
    Price
    $24.99
    Creator
    QualityWorkflows
    • AI
    • Sales Automation
    • Proposals
    • PandaDoc
    • ClickUp
    • Gmail
    • CRM
    • Productivity
    • Business Development
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    How to import this workflow into n8n

    1. 1Purchase or download the workflow to get the n8n workflow JSON file.
    2. 2In your n8n instance, open Workflows and choose "Import from File" (or paste the JSON with Ctrl+V on the canvas).
    3. 3Open each node marked with a credential warning and connect your own accounts and API keys.
    4. 4Run the workflow once manually to verify the data flow, then toggle it to Active.

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