AI Sales Proposal & Contract Automation Engine

🔥 What This Automation Does

This system automates sales proposals, contract generation, approvals, e-signatures, and archiving using AI.

Designed for agencies, SaaS companies, and consultancies closing high-value deals.

Core Capabilities

• Deal detection from CRM

• AI-generated proposals based on deal data

• Automated approval workflows

• E-signature integration

• Contract storage and indexing

• Deal status tracking

• Revenue reporting triggers

This replaces manual sales ops and proposal teams.

✔ What’s Included

✔ n8n JSON Workflow(s)

• Deal ingestion workflows

• AI proposal generation pipelines

• Approval and signature workflows

• Contract storage automation

• Reporting workflows

✔ Setup Documentation (PDF)

• CRM integration guide

• Proposal template customization

• Approval chain configuration

• Legal review setup

✔ Architecture Diagram

• Deal → proposal → approval → signature flow

• AI decision points

✔ Environment Variables List

• CRM API keys

• AI service credentials

• E-signature platform keys

• Storage service tokens

✔ Support Disclaimer

Generated contracts must be reviewed by legal professionals before use.

✔ Refund Policy

90-day, no-questions-asked refund.