🌟 Description

Proposal System Generates is an innovative tool designed for modern sales teams that want to quickly and effectively close deals with clients. With our solution, you can move from the initial conversation to a signed contract and completed payment within minutes—all without leaving a single platform! Our system integrates with leading platforms to automate the entire process, from creating a proposal to securing client approval.

🚀 Key Features

• Elegant Client Form: Using a beautifully designed form created with Typeform, you collect essential client information such as name, email, company details, and the challenges they face.
• Automated Content Generation: Thanks to integration with advanced artificial intelligence (powered by OpenAI), our tool transforms client data into professionally crafted descriptions of their problems and proposed solutions, perfectly tailored to their business.
• Document Creation and Delivery: The Make platform connects with PandaDoc to instantly generate an elegant document that is automatically sent to the client. No need for manual proposal creation—everything is handled seamlessly.
• Instant Deal Closure: The client receives the document for review, signs it digitally using PandaDoc, and is then redirected to the Stripe payment system to finalize the transaction. The entire process can be completed within minutes of the first contact, reducing the risk of client hesitation.

🔧 Platforms Used

• Make: Workflow automation that connects all elements of the process into a single cohesive tool.
• Typeform: A sleek and intuitive form for collecting essential client information.
• PandaDoc: Automated creation, delivery, and signing of professional documents.
• Stripe: An integrated payment platform that enables quick and secure payment processing after the contract is signed.
• OpenAI: Advanced AI that generates detailed and persuasive content, tailored to the specific needs and challenges of each client.

🎯 How It Works

1. Form Completion: The client enters their details and describes the challenges their company faces. The form is easy to use and aesthetically designed to ensure the best user experience.
2. Content Generation by AI: After submitting the form, our advanced AI (powered by OpenAI) automatically generates a detailed description of the problem and proposed solution, perfectly tailored to the client’s industry.
3. Document Creation and Delivery: Using Make and PandaDoc, a professional document is created and automatically sent to the client’s email. The document includes all the proposal details, prepared in a way that will impress any client.
4. Signing and Payment: The client reviews the document, signs it digitally, and is then redirected to Stripe to instantly finalize the payment. The entire sales closing process is lightning-fast, minimizing the risk of the client changing their mind.

Contributions:

If you have an idea to improve this project, open an issue or submit a pull request. All suggestions and improvements are welcome.

Authors and Contributions:

Main Author: Patryk Rogowski

We welcome external contributions. Please report issues and submit pull requests.