Proposal Generation & Delivery Automation
Turn post-call inputs into a proposal draft with review before delivery.
The problem
Preparing proposals manually repeats formatting and follow-up work and can produce inconsistent documents.
My contribution
Connected post-call form inputs to validated proposal generation, a document template, PDF export and an Airtable approval flow. Approved proposals proceed to delivery; rejected drafts return with review notes.
How it works
- Post-call input
- Validate fields
- Generate draft
- Create document
- Human approval
- Delivery and tracking
Explanatory workflow illustration · not a product screenshot.
Engineering decisions
Kept approval separate from generation, validated required inputs, tracked proposal states and added reminders for pending reviews.
Outcome & current status
Turn post-call inputs into a proposal draft with review before delivery.
An anonymised account of the workflow built. No current deployment, client adoption or measured business results are claimed.