Sales System
Automated Lead → Proposal Flow
Turn incoming leads into branded proposals in minutes, not hours.
Watch 3-Minute Demo
Coming soon - Loom walkthrough
Setup Timeline
2-3 weeks
Complexity
Medium
Integrations
4 tools
What This System Does
Captures leads from your website form or CRM
Automatically qualifies leads based on custom criteria
Generates personalized proposal documents with your branding
Sends proposals via email with tracking and e-signature capability
Notifies your team when proposals are viewed or signed
Tools & Integrations
Airtable
Lead database & tracking
Zapier
Workflow automation
PandaDoc
Proposal generation & e-signatures
Slack
Team notifications
How It Works
1
Lead enters system
Form submission or CRM trigger captures lead data
2
Auto-qualification
System scores lead based on your criteria (budget, need, timeline)
3
Proposal generation
Pre-built template populates with lead-specific information
4
Automated delivery
Proposal sent to lead with tracking enabled
5
Real-time alerts
Team notified of views, comments, and signatures
Perfect For
Service businesses with standardized offerings
Teams spending 5+ hours/week on proposal creation
Companies wanting to respond to leads within 24 hours
Ready to Build Something Similar?
These blueprints show what's possible. We'll work with your existing tech stack and processes to achieve similar results tailored to your business.