Automated Proposal Generation & CRM Update Workflow

This n8n workflow streamlines the process of generating personalized proposals after sales calls, updating the CRM, and preparing follow-up emails. When a sales call is completed, a short form is filled out with client details, pain points, solutions pitched, and pricing. An AI-powered node then creates a tailored proposal copy, which is sent to PandaDoc to generate a professional proposal document. Simultaneously, relevant client and project data such as company name, proposal URL, and quote are automatically updated in ClickUp, which acts as a lightweight CRM. An email draft is also prepared in Gmail, ready to be sent to the client. This workflow automates repetitive tasks, enhances accuracy, and reduces turnaround time, making it ideal for sales teams, consultants, and agencies seeking to efficiently manage proposals and client follow-ups.