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
Dynamic Personalization
Seamless Approvals
Error Reduction
ONECLICK ACHIEVEMENTS
Trusted by startups and Fortune 500 companies
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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
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GPT-4 immediately produces custom proposals when you need them. Uses set patterns to follow regulations. Creates content that matches clients’ needs.
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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.
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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.
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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
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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.
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.
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
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
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
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
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
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
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.
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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.
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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.
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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
Manufacturing Industries
E-Commerce Industry
Fintech Industry
HealthCare Industry
Education & E-Learning
Real Estate
Sports and Fitness
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.