Content CreationIntermediate✓ Release process: run on a live n8n instance

ProposalForge: Intake to Branded Proposal Doc

ProposalForge: Intake to Branded Proposal Doc ships as a ready-to-import n8n automation package: load the bundled workflow JSON, connect the credentials listed on this page, and activate it on self-hosted n8n or n8n Cloud.

Turn a discovery-call intake into a scoped, branded proposal — AI-drafted, delivered as an editable Google Doc, and emailed for review in minutes.

Turn a discovery-call intake into a scoped proposal while the lead is still hot
Let GPT-4o-mini draft every section — summary, scope, deliverables, timeline, and investment
Deliver each proposal as an editable, branded Google Doc your client can open in one click
Get the full draft emailed to you for a quick review before it ever reaches the client
Track every proposal in a Google Sheets pipeline with an automatic follow-up date
Replace $19–$49/user/mo proposal SaaS with a workflow you own outright

OpenAIGoogle DocsGmailGoogle Sheets

n8n.io / workflow / proposal-factory

One-time

$15

~10 min

setup time

Setup Service — optional live install and test. Choose your tier at checkout (not tied to this template's price).

Instant download after payment

Refund as per the Refund Policy for downloadable templates.

Email Support · 24h SLA

Lifetime updates

APIs required

OpenAIGoogle DocsGmailGoogle Sheets

Already purchased?

Download ProposalForge: Intake to Branded Proposal Doc

Paste the license key from your receipt. It must match this template.

How it works

Workflow summary

One workflow handles everything end-to-end.

1A discovery-call intake form or webhook submits the client's name, company, problem, requested services, budget, and timeline
2AI drafts a scoped, sectioned proposal — executive summary, situation, scope of work, deliverables, timeline, and investment
3Assembles the AI draft and your company branding into a clean, ready-to-send proposal document
4Creates an editable Google Doc containing the finished proposal
5Emails the proposal to you for a final review before it reaches the client
6Logs the client, proposal link, and a suggested follow-up date to your Google Sheets pipeline

Why this exists

Every proposal starts from a blank page or a stale copy, while proposal SaaS charges $19–$49/user/mo just for template-merge functionality.

“'A proposal generation agent is one of three workflows agencies typically charge thousands to set up.'”

Source: r/agency proposal-pain thread + AI Automation Society

Deliverables

What's included with your purchase

Every checkout includes the same practical package so you are never hunting for missing files mid-setup.

01Workflow JSON exports ready to import into your n8n workspace (self-hosted or n8n Cloud).
02Step-by-step guide that walks credential creation, node-by-node checks, and activation.
03Credential checklist for OpenAI, Google Docs, Gmail, Google Sheets. Email support@n8ntemplatestore.com if you get stuck — replies within 24 hours (SLA).
04Perpetual (lifetime) use license Your one-time purchase includes an ongoing right to use this template package on n8n instances you control for your own automation — not for resale or public redistribution of the files as a product. Terms & conditions.
05We keep the copyright Workflow JSON, guides, screenshots, and bundled assets stay our copyrighted works (or our licensors'). Payment grants the limited license in our Terms only — it does not transfer ownership.

Need a second opinion before buying? Compare the full catalog, browse more Content Creation templates, see how n8n compares to Zapier and Make, or read the support policies.

Setup

Three steps to a running n8n automation

Import the workflow into n8n

Paste your API keys into the credentials panel

Press ‘activate’ — you’ll get your first report tomorrow morning

Support

Need help setting up this n8n template?

Beginner-friendly guidance is included. Our support team will help you if you get stuck — email support@n8ntemplatestore.com or visit support.

Email support

Replies within 24 hours (SLA)

Contact

Setup Service4 tiers — your choice

Optional live session — we install, configure, and test on a screen share. Add Setup Serviceat checkout and pick any tier; pricing is not tied to this template's list price.

Book setup

FAQ

About this template

How long does it take to set up ProposalForge: Intake to Branded Proposal Doc?

Most people finish in minutes following the guide. If you’ve never used n8n before, budget an hour — the first workflow is always the slowest.

What if I get stuck?

Email support@n8ntemplatestore.com. Free basic support is included with every purchase, and you’ll get a reply from our team within 24 hours. If setup needs more than email, we can schedule a call.

Do I need to pay for OpenAI?

API costs are separate and go directly to the provider — typically a few dollars a month at most for a solo business. Full breakdown is in the setup guide.

Can I customize the workflow?

Yes, completely. You own the .json — edit nodes, swap in your own prompts, re-wire the logic. Our support team can help you plan customizations over email.

What if it doesn’t work for me?

Refunds are issued only as described in our Refund Policy (https://n8ntemplatestore.com/refund-policy). Or add Setup Service at checkout for a live install and test session — pick any tier you prefer.