Instantly Auto-Send Client Proposals - Automation

✨ Auto-Send Proposals from Client Form Submissions

Stop writing and sending proposals manually. With this automation, you just share a form — and your client gets a personalized proposal instantly.

When someone fills out your intake form, the system automatically generates a tailored Google Docs proposal and emails it to the client, while logging the info in Notion for your records.

✅ Works for multiple services (like SEO, websites, audits, etc.)

✅ You’ll Get:

• PDF setup guide (easy to follow)
• Pre-built Make.com automation blueprint
• Jotform form template
• Notion client tracker template

📌 Requirements:

• Gmail
• Notion (Pro plan required for full integration)

🎯 Perfect For:

• Freelancers
• Agencies
• Digital nomads
• Service businesses
• Anyone tired of rewriting proposals manually

🕒 Setup Time: ~37 minutes

Skill Needed: None. If you can use Notion, you can use this.

🪄 What It Does:

• Collects client info through a form
• Automatically generates a proposal in Google Docs
• Sends the proposal by Gmail
• Logs client data in Notion
• All personalized and fully automatic

Ready to stop copy-pasting and start automating?