Projects using PandaDoc

Projects using PandaDocProjects using PandaDoc

Cover image for Grantify - AI-powered Grant Applications Management

Grantify - AI-powered Grant Applications Management

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Cover image for Just finished building a powerful automation for a client wh...

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.

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Cover image for End-to-End Operational Automation for Artisan Roofing

End-to-End Operational Automation for Artisan Roofing

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Cover image for Automated Proposal Generation Workflow for Coffee Wize

Automated Proposal Generation Workflow for Coffee Wize

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Cover image for Song Genre Classification with Spotify API

Song Genre Classification with Spotify API

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Cover image for AI Proposal Generator Flow (Advanced Edition): An upgraded v...

AI Proposal Generator Flow (Advanced Edition): An upgraded version of the previously released AI Proposal Generator System, this automation takes proposal creation to the next level. It connects Typeform, OpenAI GPT, and PandaDoc to automatically generate detailed, client-ready proposals right after a discovery call submission. The system transforms form responses into a professional document complete with problem analysis, tailored solutions, milestones, and pricing tables — all formatted in PandaDoc and ready to send instantly. Compared to the earlier version, this edition adds structured milestone generation, timeline estimation, and dynamic pricing integration. Perfect for agencies or consultants who want a fully automated, enterprise-grade proposal pipeline that saves hours of manual work and accelerates deal closing.

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Cover image for AI-Generated Proposal

AI-Generated Proposal

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Cover image for AI Proposal Generator System This system automates the entir...

AI Proposal Generator System This system automates the entire proposal creation process with two versions — one using Google Slides and one using PandaDoc. After a client fills out a short intake form, OpenAI generates a personalized proposal, which is automatically created and formatted either in Google Slides (free version) or PandaDoc (paid version). The automation then sends the proposal directly to the client via Gmail, optionally including an invoice. It saves hours of manual work, ensures consistent proposal quality, and provides a scalable way to manage new client requests for any agency or sales team.

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