AI Sales Proposal Generator4 nodes
AI Sales Proposal Generator
Turn a short post-call form into a structured, customer-ready proposal draft and email it to the rep for review.
Workflow at a glance
The full canvas, before you import it
Click any node to see its config.
#Sales#Proposal#Document#Email#AI#CRM
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4 nodes · Free & source-available
AI Sales Proposal Generator
Stop hand-building proposals after every call. Fill in a short post-call form and this template drafts a structured proposal — summary, scope, pricing, and next steps — then emails the draft to the rep for review before it goes out.
What this workflow does
- proposalInput captures client, pain points, recommended solution, price, and timeline
- generateProposal writes a clean proposal with summary, scope, pricing, and next steps
- emailDraftToRep sends the draft to the rep for review
- proposalResult returns the proposal text for a doc or CRM
Use cases
- Fast first-draft proposals after discovery calls
- Consistent structure and tone across the sales team
- Feeding a proposal into a doc or e-signature step
Setup
Connect an LLM credential in generateProposal and an email credential in emailDraftToRep. Adjust the proposal structure in the system prompt. Keep a rep in the loop to confirm scope and pricing before sending to the client.
How to import this template
- 1Click Import → Copy JSON on this page.
- 2Open your Heym and navigate to a workflow canvas.
- 3PressCmd+V/Ctrl+V— nodes appear instantly.
- 4Add your API keys in the node config panels and click Run.
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