Meet your New AI Sales Engineer : Proposal Generation Agent

Introducing the Proposal Generation Agent—an intelligent n8n workflow that acts as your dedicated Sales Engineer. It takes raw client data, runs the financial math, crafts a persuasive narrative, and delivers a polished Google Doc ready for signature.

And the best part? We are giving the template away for free.

What is the Proposal Generation Agent?

This isn't just a "text generator" that spits out generic ChatGPT paragraphs. This is a structured AI Agent designed to follow a strict sales methodology.

It combines hard logic (math calculations) with soft skills (persuasive writing) to create a comprehensive business case.

How It Works

1. Data Collection: You fill out a simple form with your client’s details, pain points, and pricing variables.
2. Financial Engine: Before the AI writes a single word, the workflow calculates the ROI, Annual Savings, and Break-Even Point. This ensures your proposal is grounded in financial reality, not just fluff.
3. The AI "Brain": The agent analyzes the client’s industry and pain points to write a custom Executive Summary, Strategic Roadmap, and Team Bio section. It strictly adheres to your company's tone.
4. Document Assembly: Finally, it takes a Google Doc Master Template (which you control) and injects the data, creating a new, editable proposal in your Google Drive.

Fully Customizable to Your Methodology

We know that every sales team has a unique flow. Because this is built on n8n, you aren't locked into a rigid software platform.

• Your Structure: We provide a sample Google Doc template to get you started, but you can swap it for your own existing contract or proposal layout.
• Your Math: Adjust the ROI formulas in the workflow to match how you calculate value for your clients.
• Your Brand: The AI is instructed to speak in a professional, value-driven tone, but you can tweak the system prompt to sound as casual or corporate as you like.

How to Use This Template

To help you hit the ground running, we are releasing two assets:

1. The Workflow JSON: The complete n8n backend code.
2. The Master Google Doc: A pre-formatted template with all the necessary placeholders (like {{client_name}} and {{formatted_roi}}) ready to go.

What you need:

• A self-hosted instance of n8n (or n8n Cloud).
• Google Drive & Google Docs credentials.
• An API Key for an intelligent LLM (we recommend OpenAI GPT-4o or Anthropic Claude 3.5 Sonnet).

Need a Tailored Solution?

While this template is a powerful starting point, enterprise sales often require deeper integration.

If you are looking for a tailored package—one that connects directly to your CRM (Salesforce/HubSpot), automatically pulls data from discovery calls, and is fine-tuned to match your exact brand voice and sales methodology—we can help.

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