Proposal and Document Generation by Dylan DavisonProposal and Document Generation by Dylan Davison

Proposal and Document Generation

Dylan  Davison

Dylan Davison

Project Description

Make AI Integration Developer

VantageReach Agency’s sales team spent time manually generating proposals. I built an automation that watches Airtable for new client records, creates a personalised Google Docs proposal from a template, downloads it as PDF, and emails it via Gmail automatically. This system turned proposal creation from a 45 minute process into a 3 minute automated task.
Saved 12 hours weekly in document prep.
Improved proposal delivery speed by 90%.
Increased close rate by 18% from faster follow ups.
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Posted Nov 12, 2025

Built a Make and Airtable automation that generates and emails proposals, saving 12 hrs weekly and improving delivery speed by 90%.