Proposal & ContractsPurpose
1.2. Ensure proposal consistency, speed, and reduced manual entry errors.
1.3. Automates inclusion of scope, timelines, pricing, compliance checklists, and contract terms based on CRM field mapping.
1.4. Centralizes proposal tracking, version control, e-signature, and follow-up automation for contractors in the sports court sector.
Trigger Conditions
2.2. Automatedly on addition of new customer opportunity meeting pre-set eligibility.
2.3. Manual trigger option from CRM ‘Generate Proposal’ action button.
2.4. API webhook for third-party apps or external lead forms.
Platform Variants
• Feature/Setting: Flow Builder with Send Custom Notification; configure to automate proposal doc generation and notification.
• API: /services/data/vXX.X/actions/custom/flow/Proposal_Generation
3.2. HubSpot
• Feature/Setting: Workflow automation configured to trigger “Create Proposal” action.
• API: /crm/v3/objects/deals/trigger-proposal
3.3. Zoho CRM
• Feature/Setting: Blueprint automation, custom function to invoke proposal module.
• API: /crm/v2/functions/Proposal_Generation/actions/execute
3.4. Pipedrive
• Feature/Setting: Workflow automation to auto-send opportunity data to proposal tool.
• API: /api/v1/deals/{id}/proposals
3.5. Microsoft Dynamics 365
• Feature/Setting: Power Automate flow linked to “Proposal Required” field.
• API: /api/data/v9.1/opportunities({OpportunityId})/GenerateProposal
3.6. Monday.com
• Feature/Setting: Automation recipes to generate contract doc as item status changes.
• API: /v2/mutation { create_proposal }
3.7. Airtable
• Feature/Setting: Airtable Automations with script action for document merge and email.
• API: /v0/bases/{baseId}/automateProposal
3.8. Google Sheets + Apps Script
• Feature/Setting: Apps Script to automate doc merging and sharing via email triggers.
• API: google.script.run.generateProposal()
3.9. PandaDoc
• Feature/Setting: Document creation API; automate prefilling proposal data from CRM.
• API: /public/v1/documents/{documentId}/send
3.10. Adobe Sign
• Feature/Setting: Automated contract send via e-signature API once proposal draft is ready.
• API: /api/rest/v6/agreements
3.11. DocuSign
• Feature/Setting: Envelope API for digital proposal and contract automation with e-sign.
• API: /v2.1/accounts/{accountId}/envelopes
3.12. Proposify
• Feature/Setting: Automation Workflow; pull CRM fields to generate templates.
• API: /v1/proposals
3.13. Qwilr
• Feature/Setting: API to automate proposal creation from customer records.
• API: /api/proposals
3.14. HelloSign
• Feature/Setting: Template-based document automation for e-signature.
• API: /v3/signature_request/send_with_template
3.15. Freshsales
• Feature/Setting: Workflow automation to send deal data to document module.
• API: /crm/sales/api/deals/generate-proposal
3.16. Copper CRM
• Feature/Setting: Workflow automator triggers proposal doc on stage update.
• API: /v1/opportunities/{id}/proposals
3.17. ClickUp
• Feature/Setting: Automation to generate and attach proposal PDF to relevant tasks.
• API: /api/v2/docs/proposal
3.18. Smartsheet
• Feature/Setting: Automated document merge and email workflow.
• API: /2.0/sheets/{sheetId}/automateProposal
3.19. Typeform
• Feature/Setting: Webhook automation sends filled form output as proposal trigger.
• API: /forms/{formId}/responses/webhook
3.20. Jotform
• Feature/Setting: Post-submission automation invokes proposal generation APIs.
• API: /form/{formID}/submission/automateProposal
Benefits
4.2. Automation ensures formatting consistency, accuracy, and brand compliance.
4.3. Automatedly reduces turnaround time for clients—quicker response, more wins.
4.4. Automator enables reliable tracking, notifications, and audit trails.
4.5. Minimizes manual data handling, reducing error risk and freeing resources for high-value work.
4.6. Automated contract creation and e-sign securely streamline “quote to cash” lifecycle.