The network for creativity
Join 1.25M professional creatives like you
Connect with clients, get discovered, and run your business 100% commission-free
Creatives on Contra have earned over $150M and we are just getting started
Back to feedPost
Just finished building a powerful automation for a client who wanted to speed up the entire post–sales call proposal process — without adding more manual work 🙌
😍 Here’s what I built:
After every sales call, the client simply fills out a short 3-minute form. From there, the system takes over: AI generates clean, professional proposal copy based on the form input. A fully structured PandaDoc draft is created automatically. The lead record in ClickUp gets updated instantly. A ready-to-send email draft is created in Gmail so the client can follow up with one click.
🚀 Results:
- Cut proposal creation time by 90%.
- Increasing in payments by 50% (compared to every previous unpaid invoice).
- Clients got lost by 30% less.
These results are phenomenal—cutting proposal time by 90% while simultaneously increasing payments is the perfect blend of efficiency and revenue!
What was the biggest manual bottleneck you eliminated that drove that initial 90% time cut? Also, how are you ensuring the...
We've worked a lot on prompt engineering for AI. System, role, task, additional information, rules, examples. A lot of work done. Also we're using template from pandadoc so it makes all a little bit easier.
Thanks for your kind words @shamas ali
Amazing
Thank you!!
This workflow is genius! 🚀 The 90% time savings on proposals is insane - N8N + PandaDoc combo is the perfect match here.
Thank you @Rayan Rizon! When client saw how much time it saves him, he was shocked
Looks sweet, Can't believe how much this shares in common with what I am working on. It involves getting back website visitor by drafting email based on their session history like specific product visits. Cheers to saving time with AI!
The network for creativity
Join 1.25M professional creatives like you
Connect with clients, get discovered, and run your business 100% commission-free
Creatives on Contra have earned over $150M and we are just getting started
Trending
maxearnings
The next frontier of payments is live on Contra. How are you maximizing revenue?
micrographics
Micrographics started as utility - barcodes, packaging, instruction labels. How would you use them?
aidesignflow
AI tools are redefining how designer work. What does your workflow look like?
aivideo
AI video tools are moving at warp speed. What tools are you using?
whennotai
As AI accelerates, creative judgment matters more. What part of your work stays human?