Services
Automated proposal generator
Proposals in minutes, not days.
In short
A proposal generator turns what you discuss on the call into a proposal ready to review and send in minutes. You fill in an intake form when you hang up, the system generates the proposal as a web page and PDF inside your CRM and schedules the follow-up reminders. The proposal arrives while the client is still interested.
The problem
Building proposals by hand is slow and you lose momentum with the client.
Who it is for
Service businesses sending several proposals a month.
What is included
- Post-call intake form
- Automated web and PDF proposals
- Proposal pipeline in your CRM
- Follow-up reminders
A good fit if…
- You send several proposals a month and each one takes days to go out.
- You lose clients who, by the time your proposal arrives, have already asked someone else for a quote.
- Your proposals share a structure even though the content changes for each client.
Not a fit if…
- Every proposal is a unique project designed from scratch: the generator helps with structure, not content.
How we do it
- 01
Template
The structure of your proposals: sections, prices, terms and your branding.
- 02
Intake
The form filled in right after the call, with what changes for each client.
- 03
Generation
Proposal as a web page and PDF created in the CRM, ready to review and send.
- 04
Follow-up
A proposal pipeline and scheduled reminders so none goes unanswered.
Timeline
Between 4 and 8 weeks depending on how many proposal variants you have.
Investment
- Discovery
- €1,500 – €15,000
- Implementation
- €5,000 – €25,000
- Monthly retainer
- €1,000 – €5,000/mo
The exact price is confirmed in the free audit, not before.
Real case · Events · Barcelona
Eventos Barcelona: −85% client response time
Challenge
Each proposal took 1 to 3 days to go out. By the time it landed, the client had cooled off or already asked a competitor for a quote.
Solution
We created an intake form filled right after the call, which generates the proposal automatically in GoHighLevel, ready to review and send in minutes, with follow-up reminders scheduled in.
Frequently asked questions
Does the proposal go out without anyone reviewing it?
It comes out ready to review. A person reads and sends it: the system removes the slow part, which is assembling it, not the judgement.
In what format does the client receive it?
As a web page and a PDF, both generated from the same intake form.
How much time does it save?
At Eventos Barcelona each proposal took 1 to 3 days to go out. With the generator it goes out minutes after the call, and client response time dropped by 85%.
How much does it cost?
It depends on scope: discovery starts at €1,500, a full build runs from €5,000 to €25,000, and there is an optional monthly maintenance retainer. The exact price is confirmed after the free audit, not before.
Related guides (in Spanish)
Want to know which system you need?
A free 30-minute automation audit, on GoHighLevel or HubSpot.