This article discusses how to create an automated proposal system using Make.com to improve sales and workflow efficiency. The system involves using Typeform to gather information, triggering Make.com scenarios, generating proposals with PandaDoc, and automatically sending them to clients. The process is detailed step by step, including creating Typeform fields, setting up PandaDoc templates, building Make.com scenarios, and enhancing proposals with AI. The benefits of this system include sending proposals quickly, increasing close rates, freeing up time for high-value activities, and ensuring consistency in proposals. Readers are encouraged to sign up for a free Make.com account to implement this workflow and seek assistance from Alacran Labs if needed. By leveraging this automation, businesses can streamline their proposal process and focus on growing their sales effectively.
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Source link: https://everyday-ai.medium.com/this-automated-proposal-system-generates-21k-month-d540513380dd?source=rss——ai-5
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Alacran Labs AI’s Automated Proposal System Generates $21K/Month #automation
Preeti
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