Sales reps generate a polished, branded proposal directly from deal data, turning a day-long task into a few minutes of review.
Typical results
Minutes
From deal data to branded proposal
1 day
Of manual work eliminated per quote
Near 0
Pricing errors once live
100%
Of quotes priced from the live list
Figures reflect typical results for this kind of automation.
The challenge
Building each proposal meant copying numbers into a template by hand, which was slow and error-prone. Delays in sending quotes were costing the firm deals.
Before and after
Quote turnaround time
−97%Pricing errors per month
−100%Proposals sent per week
2.3×The automation
We built a Make flow that pulls deal details and the current price list, assembles a branded PDF proposal from a template, and presents it to the rep for a quick check before sending to the client.
How it works
- 01
Rep triggers the quote
One click on the CRM deal starts the flow — no template hunting.
- 02
Data pulled live
Deal details and the current price list are fetched automatically.
- 03
Branded PDF assembled
The proposal builds itself from the firm's template, numbers already in place.
- 04
Quick human check
The rep reviews a finished document in minutes instead of building one for a day.
- 05
Sent to the client
The polished proposal goes out while the conversation is still warm.
Starts from
- Deal details
- Price list
Delivers
- Branded PDF
- Send to client
The impact
Quotes that once took a full day are now ready in minutes, pricing errors have largely disappeared, and faster turnaround has helped close more deals.
Questions about this automation
Where does the proposal pull its numbers from?
Deal details such as the buyer's company, the selected services and quantities come from the CRM deal. Prices come from the current price list, kept in a spreadsheet or in the CRM itself. Both are read live when the rep clicks, so every proposal uses the latest prices instead of numbers copied from an old quote.
Can the proposal template match the firm's own branding?
Yes. The template is built from the firm's existing proposal, with its logo, fonts, standard terms and section order. Fields such as the recipient's name, line items, totals and validity date are filled automatically. The finished PDF is attached to the CRM deal, so there is always a record of what was sent.
Does a rep still review the proposal before it goes out?
Yes. The flow prepares the document, and the rep opens it for a quick check, edits anything unusual and then sends it from the usual email account. Simple automations like this are usually live within days, once the template and the price list are in place.