AI Proposal Generator for Rapid Scaling

    Creating proposals by hand takes more time and causes teams to have to repeat boring tasks. With n8n’s AI, tailored proposals are created within minutes. It reduces errors, allows for bigger output and helps close more deals.

    • Instant Proposal Drafting

      Instant Proposal Drafting

    • Dynamic Personalization

      Dynamic Personalization

    • Seamless Approvals

      Seamless Approvals

    • Error Reduction

      Error Reduction

    ONECLICK ACHIEVEMENTS

    Trusted by startups and Fortune 500 companies 

    LAYTRIP
    Elicit Research & Insights Inc.
    TLR TRAVEL TERMINUS PRIVATE LIMITED
    TerraMar
    MODUS OPUS LLC
    OUTFITTER.SERVICES

    Features

    AI-Driven Proposal Generation Features

    It allows for automatic creation, a personal touch and sending of each proposal. The software generates high-converting proposals very quickly and without errors. AI enables companies to deliver brand-aligned, tailored content with ease. It allows sales teams to focus on making sales rather than spending time writing.        

    Proposal Drafting

    Client Personalization

    Approval Workflow

    Auto-Delivery

    AI Proposal Drafting

    GPT-4 immediately produces custom proposals when you need them. Uses set patterns to follow regulations. Creates content that matches clients’ needs.        

    AI Client Personalization

    Takes information from Salesforce or HubSpot to stay relevant. Details client names and their previous memories with the agency. Lifts the impact and chances of conversion for proposals.     

    AI Approval Workflow

    Drafts are shared with the manager using either Slack or email for review. If changes are required, they go back through the process. Lets you complete the last parts of the process easily.   

     

    AI Auto-Delivery

    Creates a PDF from the proposal and sends it to your clients. Let you sign documents online using DocuSign. Information about logs is entered automatically in CRM.   

     

    Admin

    Backend Tools for Proposal Automation

    The admin dashboard makes managing AI assisted proposal tasks very efficient. It features simple tools for tracking, combining and ongoing optimisation. As a result, the process is simple and adaptable for busy sales teams. Managers can keep up to date with very little effort.         

    Proposal Dashboard

    System Integration

    Custom Alerts

    AI Proposal Dashboard

    Keeping track of how your proposal is advancing through each process. Presents information on proposal production and how often they are closed. Makes it possible to update workflows quickly.       

    AI System Integration

    You can connect Pipefy easily to Pipedrive, Google Docs or Notion. Custom connections can be made using Slack. Helps move data from one application to another smoothly.          

    AI Custom Alerts

    Teams are notified by Custom Alerts if there are approvals pending or if there are errors in delivery. Can be set up to meet the sales team’s needs. Informs users about key happenings.  

    Ready to Transform Your Proposal Drafting Process?

    AI agents draft and personalise proposals, reduce errors, maintain brand consistency, and accelerate deal closures, so your team can focus on winning, not paperwork.

    Our Process

    AI Proposal Automation by OneClick IT Consultancy  

    OneClick provides AI-based proposals and backs them with the practical help of experts. We make your process smoother, from planning to completing the development. We help create effective automation systems by following your needs. Make your sales grow by using a customised AI agent for sales proposals.

    What We Assure To Provide

    • Timely Delivery

    • Top-Notch Development

    • Well-Trained Professionals

    • Best Technology Practices

    Consultation

    Consultation

    Assess your current proposal process and check for activities that can be automated. We use workflows to spot where they are not working well. We team up to learn about your requirements.

    Requirement Gathering

    Requirement Gathering

    It is important to agree on your proposal templates, your CRM system and the methods of integrating them. We document the movement of data and what each system needs. This allows you to meet your sales targets.

    Platform Design & Development

    Platform Design & Development

    We set up unique AI workflows for our clients with n8n. The design has been completed for drafting and sending out the contract. It is designed with reliability and ease in mind.

    Testing & Deployment

    Testing & Deployment

    We test different workflows to check their efficiency and launch them only after the testing is done. All data is reviewed to make sure it is accurate. You can easily add the system to your daily activities.

    Ongoing Support

    Ongoing Support

    Updates and growth are made possible with continued support. We take care of things to suit new requirements. We ensure your system is maintained at its peak performance and up to date.

    Technical expertise

    Technical expertise

    Backend Architecture

    • Monolethic
    • Microservices
    • Serverless

    Frontend Architecture

    • Micro Frontend

    Database

    • MySQL
    • PostgreSQL
    • MongoDB
    • Microsoft SQL Server
    • DynamoDB

    ORM

    • Sequelize
    • TypeORM
    • Mongoose

    API

    • SOAP
    • REST
    • GraphQL

    Caching

    Project Management tools

    • Jira
    • ClickUp
    • Asana

    Deployment Automation

    • Jenkins
    • GitLab CI/CD
    • AWS CodePipeline
    • GitHub Actions

    Server Types

    • Virtual Private Cloud
    • Dedicated cloud server
    • Serverless

    Tools

    • NPM
    • Swagger
    • Postman
    • PM2
    • Socket.IO
    • Axios
    • Docker

    Version Control

    • GitHub
    • GitLab

    Security

    • Helmet
    • JWT
    • Express Rate Limit
    • AWS Secret Manager

    Unit Testing Tools

    • Jest
    • Mocha

    Application Performance Monitoring

    • Sentry
    • New Relic

    Server Monitoring

    • Grafana
    • Prometheus
    • AWS CloudWatch

    Webservers

    • Apache
    • Nginx
    • IIS

    Cloud Servers

    • AWS
    • Azure
    • GCP

    Cloud Services

    • AWS EC2
    • AWS Lambda
    • AWS S3
    • AWS RDS
    • AWS Elastic Beanstalk
    • AWS ECS
    • AWS Elastic Load Balancing
    • AWS API Gateway

    CDN

    • Cloudflare
    • Azure CDN
    • AWS CloudFront

    Thirdparty Services

    • SendGrid
    • Google Maps
    • Whatsapp Business API
    • Mapbox
    • ElasticSearch

    Payment Gateways

    • Stripe
    • Authorize.net
    • Spreedly
    • Razorpay
    • PayPal
    • Checkout.com

    Crypto Payment Gateways

    • Bitpay
    • CoinPayments
    • NOWPayments
    • CoinGate

    NPM packages

    • Moment
    • Nodemailer
    • Yup
    • Bcrypt
    • Eslint
    • Async
    • Minify
    • Linter
    • Sharp
    • Bluebird

    AI development tools

    • Github CoPilot
    • AmazonQ
    • ChatGPT
    • GeminiAI

    Travel Insurance

    • AIG Travel Guard
    • Generali Global Assistance
    • Allianz Travel Insurance
    • AXA Assistance

    AI and Proposal System Integration

    OneClick’s Expertise in AI Proposal Automation

    The proposal process, from drafting to delivery, is automated by AI across all platforms. Integrations make it easier to scale and simplify how things are done at work. It makes it easy to create instant, custom proposals for clients. Use technology to stay competitive when handling request for proposals.

    AI and CRM+AI and  CRM Systems Itegrations

    AI + CRM Systems

    AI + CRM Systems allows us to instantly get data from HubSpot or Pipedrive. Proposal statuses are updated automatically in your CRM. Makes it possible to to track clients and schedule follow-ups more easily.    

    AI and Knowledge base+AI and  Delivery Systems Integration

    AI + Delivery Systems

    Projects are sent out by emailing PDFs or DocuSign forms for clients to sign. Takes advantage of Notion for safeguarding your tasks. Simplifies the steps after delivery.      

    AI with telephony+AI and Content Generation Integration

    AI + Content Generation

    Involve GPT-4 in writing initial proposals that fit with the company’s identity. Uses information from clients for a better experience. Secures that the tone is correct and that everything is legal.      

    Get Your Free Consultation Today!

    Unlock the power of AI Proposal Automation with OneClick. Contact us now!

    Industries

    Industries We Serve

    Travel & Hospitality

    Travel & Hospitality

    Manufacturing  Industries

    Manufacturing Industries

    E-Commerce  Industry

    E-Commerce Industry

    Fintech Industry

    Fintech Industry

    HealthCare Industry

    HealthCare Industry

    Education & E-Learning

    Education & E-Learning

    Real Estate

    Real Estate

    Sports and Fitness

    Sports and Fitness

    Automotive Industry

    Automotive Industry

    Automotive Industry

    Automotive Industry

    FAQs

    HAVING QUESTIONS?

    The AI independently outlines solutions for unsolved cases. With your templates in place, the work is done automatically.

     

       

      

    Multiple proposals can be processed by the group at the same time. You can use it even with very high amounts of data.

     

       

     

      

    No, anyone can use n8n without having to write code. You do not need to be a coder to set up the app.