When a deal reaches the proposal stage, Make gathers the scope notes and discovery-call transcript, and OpenAI drafts a branded proposal with pricing tables in 12 minutes. A partner reviews, clicks once, and it's out for e-signature.
Typical results
25 min
Partner time per proposal
31%
Win rate, up from 22%
3 hrs
Discovery call to proposal sent
Figures reflect typical results for this kind of automation.
The challenge
Every proposal meant a partner blocking three hours to rewrite the same sections — team bios, methodology, pricing tables — around notes scattered between the CRM and call recordings. Proposals went out four days after discovery on average, and more than one warm deal cooled off waiting.
Before and after
Deal stage to proposal sent
−97%Partner time per proposal
−86%Proposal win rate
+41%The automation
We built a Make scenario that watches the CRM for deals entering the proposal stage. It pulls the scope notes, the discovery-call transcript and the agency's rate card, and OpenAI drafts a fully branded proposal — scoped phases, timelines and pricing tables included — in about 12 minutes. The draft lands with a partner for review, and one click sends the approved version out for e-signature and logs it back to the deal.
How it works
- 01
Deal moves stage
A CRM deal entering the proposal stage triggers the Make scenario.
- 02
Context gathered
Scope notes, the discovery-call transcript and the agency rate card are pulled together automatically.
- 03
AI drafts
OpenAI writes the branded proposal — scoped phases, timelines and pricing tables — in about 12 minutes.
- 04
Partner reviews
The draft lands with a partner, who edits in minutes instead of writing for hours.
- 05
One click to signature
The approved proposal goes out for e-signature and logs itself back to the deal.
Starts from
- CRM scope notes
- Discovery-call transcript
Delivers
- Branded proposal draft
- Partner review alert
- One-click e-signature
The impact
Proposals that took four days now go out within three hours of the discovery call, with partners spending 25 minutes reviewing instead of three hours writing. Win rate climbed from 22% to 31% — prospects sign while the conversation is still fresh in their minds.
Questions about this automation
What information does OpenAI use to draft the proposal?
It works from the scope notes in the CRM deal, the discovery-call transcript, the agency's rate card and a library of approved sections such as methodology, team bios and terms. The model fills a fixed proposal template, so layout, branding and legal wording stay the same while scope, phases and pricing change per deal.
Does anything go out without a person checking it?
No. Every draft goes to a partner for review first, with the source notes linked beside it. The partner edits the scope, timelines or pricing as needed, and the proposal goes out for e-signature only after one approval click. Unapproved drafts stay internal and are never sent to the prospect.
Which CRM and e-signature tools can it work with?
Any CRM with an API, such as HubSpot or Pipedrive, can trigger the flow from a deal stage, and the signed status can be written back to the same deal. Common e-signature tools like DocuSign are supported. It is a multi-step build, usually rolled out in stages, starting with a single proposal template.