Automate proposal generation from client form submissions

Automation & No-Code

A no-code workflow to convert client form submissions into polished, branded proposals with automated validation, templating, and delivery.

Who is this for?

Freelancers, agencies, and product teams who handle client inquiries and need repeatable proposal creation.

Before you start

Standard proposal templates, a functioning client form, access to a no-code automation tool, a document/template engine, and basic data governance.

General Process (How it works)

  1. Capture form submission Collect data from a new client form submission and store in a centralized workspace.
  2. Validate and normalize data Validate required fields, ensure formats are consistent, and normalize values.
  3. Map fields to proposal template Map client inputs to proposal sections such as Overview, Scope, Timeline, Pricing, and Terms.
  4. Generate draft proposal Populate a reusable proposal template with the mapped data to create a draft document.
  5. Review and finalize Apply branding, quality checks, and finalize formatting before delivery.
  6. Delivery & storage Deliver the final proposal to the client and archive a copy in the CRM or document system.

Watch out in Free Plans

❌ Advanced branding or SLA features may require a paid plan.
🤔

We are still looking for the perfect solution

Our experts are still analyzing the best tools for this specific task. The database is updated daily.