CRM to professional PDF Proposals with Gmail, Drive & Slack notifications

About This Workflow

What This Workflow Does

This automation workflow streamlines the proposal creation process by automatically generating beautifully designed PDF proposals from CRM data or form submissions. It integrates with Gmail, Google Drive, and Slack to deliver the proposals via email and notify team members. The workflow significantly reduces the time and effort required to create professional-looking proposals.

Who Should Use This

This workflow is ideal for businesses and professionals who frequently need to create proposals, such as sales teams, marketing agencies, and consultants. It can also be useful for companies that rely heavily on proposal-based sales or client onboarding processes.

Key Features

• Automatically generates PDF proposals from CRM data or form submissions
• Integrates with Gmail for email delivery of proposals
• Stores proposals in Google Drive for easy access and organization
• Sends notifications to team members via Slack

How to Get Started

To use this workflow, simply import it into your n8n account and customize it to fit your specific needs. Configure the workflow by connecting it to your CRM, Google Drive, and Slack accounts, and adjust the proposal template to match your brand's design.