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Proposal Draft Generator

Example prompt: "When a HubSpot deal moves to Proposal, pull the deal notes and create a first-draft proposal in Google Docs using our template, then send the rep a Slack link to review."

The Problem

The moment a deal becomes real — the prospect asks for a proposal — is also the moment the rep is most likely to stall. Opening the proposal template, re-reading the discovery call notes, pulling the right pricing tier, and writing the first pass takes 30-60 minutes. Most reps will copy a proposal from the previous deal and forget to change half of it, which is worse than starting from scratch. Deals lose momentum in the gap between "send me something" and actually sending something.

How GloriaMundo Solves It

We build a workflow that triggers when a CRM deal moves to the Proposal stage. An integration step reads the full deal record — company, contact, deal amount, product interest, close date — plus any logged activity notes and recent emails. An LLM step summarises the key points that any good proposal should reflect: the prospect's pain, the solution they said they needed, the commercial shape of the deal. A second integration step copies a proposal template in Google Docs and inserts the populated sections: a tailored cover paragraph, a scope statement, suggested pricing, and a project timeline. The rep gets a Slack message with the draft link and a reminder of the fields that still need human judgement (e.g., custom terms, references). Glass Box preview shows the generated proposal before it is created, so the rep can adjust phrasing before the first version lands in the shared drive.

Example Workflow Steps

  1. Trigger (webhook): Fires when a HubSpot deal stage changes to Proposal.
  2. Step 1 (integration): Read the deal record, associated contacts, and recent activity notes from HubSpot.
  3. Step 2 (LLM): Extract the proposal-relevant signals — stated pain, scope requested, commercial preferences, decision timeline.
  4. Step 3 (integration): Copy the proposal template document in Google Docs into a new file named for the deal.
  5. Step 4 (LLM): Generate the proposal sections (cover, scope, pricing rationale, timeline) using the extracted signals.
  6. Step 5 (integration): Insert the generated sections into the copied Google Doc.
  7. Step 6 (integration): Send the deal owner a Slack message with the doc link and a checklist of fields that still need their judgement.

Integrations Used

  • HubSpot — source of deal data, contacts, and activity history
  • Google Docs — target for the copied template and inserted proposal sections
  • Slack — notification channel with draft link for the rep

Who This Is For

Account executives and sales managers at services, agency, or B2B software companies where every proposal is a bespoke document but most proposals share a common spine. Especially useful when deal values are high enough to justify care but volume is high enough that 60-minute first drafts are eating into selling time.

Time & Cost Saved

A first-pass proposal from a blank template takes 30-60 minutes. This workflow reduces that to a focused review and polish — around 10-15 minutes — and the rep starts from a draft that already reflects the discovery notes. For a rep who sends 2-3 proposals a week, that is 1-2 hours of selling time returned weekly. The more subtle benefit is proposal consistency: every first draft now pulls from the same template and the same deal data, reducing the "copied the last proposal and forgot to rename the client" class of mistakes. The workflow uses integration and LLM steps; credit usage per proposal is modest.