Details

Sales Proposal Builder automates the proposal pipeline from CRM lookup to delivered PDF. It pulls deal context, line items, and contact info from Zoho CRM, drafts the cover letter and statement of work in Google Docs, builds a matching pitch deck in Google Slides, runs pricing and discount math in Google Sheets, generates branded charts, and manipulates logos and stock imagery to keep every proposal on-brand. A writing-quality pass scrubs the final copy, the document is exported to PDF and saved to a client folder in Google Drive, and the proposal goes out by Gmail with the deal stage updated in Zoho CRM. When the client accepts, an invoice can be drafted in Zoho Books in one move.