How to generate instant proposals while you're on a sales call

8d ago in Lobby

Hi all—I've been struggling with generating proposals while on the sales call so thaat everything is quick and smooth and I know a lot of people here have been too. I spent some time working through it last week, and here’s a simple way I solved it for less than $50/m:

1. Sign up to typeform, pandadoc and make.com.

2. Create a form where you can fill in all the details you need for your proposals such as the cost etc. After that you'll need to create a proposal template in pandadoc.

3. The last step is to go onto make.com and all you'll need to do is connect the typform to pandado and pandadoc to your email so that it automatically sends out the proposal to the client on the email immediately after you've filled out the details in your typeform! If anything is unclear, let me know. Hope this helps you 🙏

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