n8nfrom $1,450
Inbound lead router and enricher
Every inbound lead lands enriched, scored, assigned, and acknowledged inside ninety seconds, whichever channel it arrived through.
MakeSales and lead flow
Quote and proposal generator
A qualified opportunity produces a branded, priced, e-signature ready proposal in about four minutes instead of ninety.
Starting price$1,150fixed against a written scope
Build window4 to 6 daysfrom access and answers
Hours returned16 a monthconservative end of the range
Payback2 monthsat $38 an hour loaded
The problem
Why this exists
Proposals are assembled by copying last month's, changing the name, forgetting to change one number, and hoping nobody notices. Sometimes somebody notices.
Trigger
Deal moves to Proposal stage with the scoping fields complete.
The build
What it does, in order
- 01
Validate the inputs
The deal cannot advance without scope, term, and pricing inputs present. Missing fields stop the run and tell the rep exactly what is missing.
- 02
Select the modules
Scope items pull priced blocks from the product catalog, so pricing comes from one place and cannot drift per rep.
- 03
Apply the rules
Volume tiers, term discounts, and approval thresholds applied automatically. Anything past the discount ceiling routes to approval before rendering.
- 04
Render
Branded document produced from a template, with the client's own terminology and the agreed scope in plain language.
- 05
Send for signature
E-signature envelope created and sent, with the CRM deal updated and a reminder ladder scheduled.
- 06
Track and notify
Opened, viewed, and signed events push back to the deal and ping the owner.
The guard rails
What stops it doing damage
This is the part that separates an automation that runs for years from one that quietly corrupts your data for a month.
- Pricing lives in one catalog, never in the template, so a price change cannot be half applied
- Discounts past threshold hard block on approval rather than warning and continuing
- Every rendered proposal is versioned and archived against the deal for dispute resolution
Honest limits
When this is the wrong automation
Every deal is genuinely bespoke and priced from a conversation. Templating genuinely custom work produces documents that read as generic.
Related builds
Others on this platform or solving this problem
Zapierfrom $450
Form to CRM with instant follow up
Website form submissions become CRM contacts, tasks, and an acknowledgement email in under a minute, with no lost submissions.
Zapierfrom $650
Meeting to CRM note and follow up
Every external meeting produces a CRM note, a next step, and a drafted follow up email before the rep has left the call.
Want this one built?
Send the form and we come back within 24 hours with a fixed price, a scope, and a date.