Automated proposal creation and delivery

Purpose

 1.1. Streamline creation, personalization, approval, and delivery of sales proposals for aircraft manufacturing deals.
 1.2. Reduce manual entry and errors, ensure compliance with standards, and accelerate deal cycles.
 1.3. Track proposal status, engage stakeholders, and enable efficient follow-ups.
 1.4. Integrate CRM, document generation, e-sign, and delivery channels.

Trigger Conditions

 2.1. New sales opportunity or lead is registered in CRM.
 2.2. Request for quote (RFQ) or proposal received via email or web form.
 2.3. Sales stage is updated to “Proposal Needed” in pipeline.
 2.4. Manual trigger by account manager for priority clients.

Platform Variants

 3.1. Salesforce
  • Object Trigger: Opportunity stage change.
  • Process Builder / Flow: Auto-initiate proposal doc creation, send to DocGen.

 3.2. HubSpot
  • Workflow Automation: “Deal enters Proposal stage” triggers document generation and email workflow.

 3.3. Microsoft Dynamics 365
  • Power Automate: Flow triggered by lead or opportunity, generates Word/PDF, routes for approval.

 3.4. PandaDoc
  • API: /documents endpoint — auto-generate and send proposals with merge fields.

 3.5. DocuSign
  • Envelope Creation API: Auto-send proposal for e-signature post-approval.

 3.6. Adobe Acrobat Sign
  • Automated Workflow API: Send ready-made proposals to signer list.

 3.7. Google Docs
  • Apps Script: Automated template fill from CRM, saved as PDF, delivered via Gmail API.

 3.8. Zapier
  • Multi-step Zap: Connect CRM > Doc creation > Email send > Log status.

 3.9. Make (Integromat)
  • Scenario: Trigger on CRM change, automate doc generation, route for signatures.

 3.10. Freshsales
  • Workflow Automation: Deal stage triggers document template autofill and dispatch.

 3.11. Pipedrive
  • Smart Docs Integration: Deal stage triggers auto-proposal generation.

 3.12. Monday.com
  • Automations: New opportunity triggers item creation, then sends proposal via email.

 3.13. Slack
  • Workflow Steps: Notify internal stakeholders for proposal review/approval.

 3.14. SendGrid
  • Mail Send API: Dispatch proposals as dynamic attachments.

 3.15. Outlook 365
  • Power Automate/Graph API: Auto-email proposal files from shared mailbox.

 3.16. AWS Lambda
  • Serverless Doc Generation: Triggered on CRM webhook, pushes PDFs to S3.

 3.17. Google Drive
  • API: Store generated proposals in shared folders, control permissions.

 3.18. Trello
  • Butler Automation: Card move triggers checklist for each proposal workflow step.

 3.19. Notion
  • API Integration: Create/update database upon proposal creation to track metrics.

 3.20. Asana
  • Rules: Task auto-generates when proposal is sent, assigns follow-up.

 3.21. Zoho CRM
  • Blueprint: Deal enters proposal stage, initiates auto-document creation, logs status.

 3.22. SharePoint
  • Automated Workflow: Store and control document distribution; alerts for new proposals.

Benefits

 4.1. Drastic time reduction in proposal cycles, enabling faster deal closure.
 4.2. Reduced error rates, improved compliance, and templated consistency.
 4.3. Transparent tracking and escalation for unresponsive prospects.
 4.4. Seamless integration across sales, legal, and delivery departments.
 4.5. Enhanced customer experience with swift, personalized, and professional communications.