Writing client proposals was easting up so much of my time.
I'd spend hours customising each one, only to go back and forth with clients on revisions before the project even started.
So of course, I built another workflow to automate the proposal creation process and its saved me tons of time!
Here's what I did:
- Created a dynamic proposal template in Pandadoc.
- Set it up so client details and project specifics auto-fill based on a Typeform questionnaire.
- Created a workflow to auto-send the proposal to clients for review, electronic signature and payment.
.. And now I can generate customised proposals in minutes. I'm sure this will help anyone that struggles with proposals. If you're curious how I did it, happy to share.