Streamline your sales process with Discovery Call Form → Send Proposal, an automated system that captures client needs, analyzes responses, and instantly generates a tailored proposal—eliminating manual work and accelerating deal closures.
Key Features:
- Smart Discovery Forms – Collect key client details through AI-enhanced intake forms.
- Automated Proposal Generation – Instantly create customized proposals based on client inputs.
- CRM & Email Integration – Sync with HubSpot, Salesforce, Gmail, and more for seamless follow-ups.
- Pre-Built & Customizable Templates – Ensure professional, branded proposals every time.
- Instant Delivery – Send proposals automatically via email or client portals.
Benefits:
- Saves Time – No more manual proposal writing—AI does the work for you.
- Boosts Conversions – Faster response times mean higher close rates.
- Ensures Accuracy – AI structures proposals based on client needs and preferences.
- Enhances Client Experience – Quick, professional, and tailored proposals build trust.
Turn discovery calls into closed deals effortlessly with Discovery Call Form → Send Proposal—fast, automated, and client-focused!
Product Delivery & Usage
Upon purchase, you will receive a .json file, which serves as the core component for integrating the solution into your existing workflow. This structured data file is designed for seamless compatibility with automation platforms such as Make, n8n, Zapier, or custom API-based systems.
How It Works:
- Import the .json File – Load it into your preferred automation or development environment.
- Automate Workflows – The file contains predefined configurations, enabling automated processes such as data extraction, task management, or AI-driven actions.
- Customization & Execution – Modify settings as needed and deploy the automation to suit your specific requirements.
This ensures a plug-and-play solution that enhances efficiency while allowing flexibility for further customization.
60-day, no-questions-asked money-back guarantee.
