Proposal_System_Generates
🥈SilverProposal_System_Generates is an innovative AI tool that streamlines the sales process by automating proposal creation, client approvals, and payment collection, all in a matter of minutes. Enhance your sales efficiency with this comprehensive solution.
910Updated 2mo ago
Intermediate15 minutes to implementsales
Saves ~120 min per use
Quick InstallView Source
claude install PatrykIA/Proposal_System_GeneratesWorks with:
ChatGPT
Overview
About This Skill
Proposal System Generates is a workflow automation tool that streamlines the sales process by connecting Typeform, OpenAI, PandaDoc, and Stripe into a single platform. Clients complete a form with their business details and challenges; the system uses AI to generate tailored proposal content, creates a professional document, and sends it for digital signing. Once signed, clients are automatically directed to Stripe for payment processing. The entire cycle—from initial contact to completed payment—takes minutes, reducing client hesitation and accelerating deal closure for modern sales teams.
How to Use
Set up the workflow in Make, connect your Typeform for client intake, configure OpenAI for content generation, link PandaDoc for document creation and signing, and connect your Stripe account for payments. When a client completes the form, the system automatically generates a proposal, delivers it, collects the signature, and processes payment.
Use Cases
Generate customized sales proposals quickly
Automate client signature collection
Facilitate instant payment processing
Streamline the sales workflow
Best For
AERevOpsGrowth
Tags
Setup & Installation
Quick Install
Terminal
claude install PatrykIA/Proposal_System_GeneratesAlternative Install (Git Clone)
git clone https://github.com/PatrykIA/Proposal_System_GeneratesRequirements
- Claude Code or compatible AI agent
- Works with: ChatGPT
Quick Start Guide
1
Install the Skill
Copy the install command above and run it in your terminal.
2
Open Your AI Agent
Launch Claude Code, Cursor, or your preferred AI coding agent.
3
Try It Out
Use the prompt template or examples below to test the skill.
4
Customize
Adapt the skill to your specific use case and workflow.
Usage Examples
Prompt Template
Generate a comprehensive sales proposal for [COMPANY] in the [INDUSTRY] sector. The proposal should include an executive summary, project scope, deliverables, timeline, pricing, and terms and conditions. Ensure it is tailored to [COMPANY]'s specific needs and highlights our unique value proposition.
Example Output
# Sales Proposal for GreenTech Solutions ## Executive Summary GreenTech Solutions is a leading provider of sustainable energy solutions in the renewable energy sector. This proposal outlines our plan to implement a comprehensive solar energy system for your facility, reducing your carbon footprint and energy costs. ## Project Scope - Site assessment and energy audit - Design and engineering of solar panel system - Procurement and installation of equipment - System integration and testing - Training and handover ## Deliverables - Detailed project plan - Custom-designed solar energy system - Installed and operational solar panels - Training materials and documentation ## Timeline - Week 1-2: Site assessment and energy audit - Week 3-4: System design and engineering - Week 5-8: Procurement and installation - Week 9-10: System integration and testing - Week 11: Training and handover ## Pricing - Initial consultation: $5,000 - System design and engineering: $10,000 - Procurement and installation: $50,000 - System integration and testing: $15,000 - Training and handover: $5,000 - **Total**: $85,000 ## Terms and Conditions - Payment terms: 50% upfront, 50% upon completion - Project duration: 11 weeks - Warranty: 2 years on all equipment and workmanship - Maintenance: Optional annual maintenance contract available We look forward to the opportunity to work with GreenTech Solutions and help you achieve your sustainability goals.
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