Ai Proposal Generator - B2B Sales System ( Step By Step )

4d • N8N

✅Free Template : https://ai-bdarija-societiz.notion.site/Proposal-Generator-3459e98d135980acbae6e4862387b6cb?source=copy_link

📌We're going to build a proposal generator that goes from form fill → AI-written proposal content (JSON) → a polished deck in Google Slides.

Then I'll show you the same pattern with a more sophisticated proposal generation platform (PandaDoc) for teams that want e-signatures, pricing tables, and approvals. n8n makes that part a little more complicated (mostly because of the HTTP request structure), but it's important you see it built at least once before we proceed.

💯Why this matters: proposals are repetitive. B2B clients often spend a ton of time and money on these things, and would prefer consistency, speed, and a clean handoff.

This system lets you generate client-ready assets in minutes with minimal manual work.

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Here's what our flow is going to look like when all is said and done:

Trigger: n8n form node capturing "New response."
OpenAI Node: Generate proposal content as strict JSON using what we learned in the last module.
Google Slides Node: "Create presentation from template," map placeholders.
Slack/Email Node: Send notification with the final deck link.

Afterwards, we'll swap Slides for PandaDoc to handle pricing tables and e-signature.

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🫡 PAID Community : https://societiz.com/communities/ai-bdarija/about

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