# An AI proposal generator that writes in your style

> An AI proposal generator that turns call notes, case studies and your prices into a branded proposal, with the reply email drafted for you to review.

- Page: https://www.awesomic.com/apps/use-cases/proposal-generator
- Use case: Call to proposal
- For: Agencies, studios, consultants, B2B services
- Runs: After each qualified call or lead
- Apps: HubSpot, Google Drive, Gmail
- Works better with: Google Calendar, Notion, Slack

When a call ends or a qualified lead comes in, the agent reads the notes, picks the right cases from Drive, and lays out a proposal with scope, timeline and 2–3 price options. The email and the deal update wait for your review.

Example request in Awesomic Studio:

> After every discovery call in Calendar, read the notes, pick two matching cases from Drive and make a proposal with three options at our prices. Draft the reply and update the deal in HubSpot.

## The call went well Then the proposal sits for three days

A good discovery call has a short shelf life. The client is warm, the budget is fresh, and they expect something in writing soon. Instead the proposal waits for a free afternoon, because writing one well takes real time.

Each proposal is the same puzzle. Find the call notes, recall the client’s goals, pick two case studies that fit, check the current price list, write scope and a timeline, then make it look like your brand. Teams typically spend 3–6 hours on one, and senior people do most of it.

The cost shows up quietly. Deals cool off while the draft sits in a doc. Old prices slip into new proposals. And the person who should be selling is formatting tables.

- **3–6 hrs** typically spent per proposal
- **2–4 days** often between call and send
- **1 stale price** can undercut a whole deal

## Who writes proposals after every call People who sell custom work

If your work changes shape with every client, you write proposals by hand. This is for teams who want an AI proposal generator that sounds like them and uses their real prices.

- **Agency owners.** You run the sales calls yourself and write proposals at night. Each one pulls from the same services list and the same few case studies, yet it still takes hours. You want the first draft waiting when you sit down.
- **Design and dev studios.** Your proposals need to look as good as your work. A plain template undersells you, and a custom layout for each deal eats a designer’s day. You want your brand on every page without a blank file.
- **Consultants and fractional leads.** You sell your time, so every hour on a proposal is an hour you do not bill. You know the scope after the call. You need it written up, priced from your rate card and sent while the client still remembers you.
- **B2B service sales teams.** Several reps run calls, and each writes proposals a little differently. Prices drift, case studies get picked at random, and HubSpot falls behind. You want one standard, filled in the same way after every call.

## When it matters most The hours right after a good call

The agent runs on a trigger you choose. These are the moments when a proposal that is already written changes how the deal goes.

1. **A discovery call just ended.** The call notes land in Notion or Gemini notes. The agent picks them up, matches the deal in HubSpot and has a draft ready for review while the conversation is still fresh.
2. **A lead turns qualified.** Someone moves an inbound lead to a qualified stage in HubSpot. The agent reads the form answers and deal notes, then prepares a short proposal with options, so your first reply has substance.
3. **Three proposals due this week.** Busy weeks stack up. Instead of writing three proposals on Friday, you review three drafts on Tuesday. Each already has the right scope, the closest case studies and current prices.
4. **A big deal needs a finish.** For a large deal, the agent prepares the structure, numbers and cases, and a vetted designer or copywriter from your talent plan takes it the last mile before you send it.

## What teams use today Three solid proposal tools

Most teams pick a proposal tool built around templates and signing. If you are weighing a Qwilr alternative or a Proposify alternative, here is what each does well and where it stops for this job.

### PandaDoc (Document and e-signature platform)

- Price: From $19/seat/mo (Starter, billed annually), checked Oct 2026
- Good at: Strong for getting documents signed. Starter includes e-signatures, real-time tracking and notifications. The Business plan adds CRM integrations, pricing tables, payments and a content library.
- Falls short: Starter allows up to five templates, and branding, pricing tables and CRM sync sit on Business. Your team still turns the call into scope, picks the cases and fills in the document.

### Qwilr (Interactive web proposal tool)

- Price: From $35/user/mo (Starter, billed annually), checked Oct 2026
- Good at: Proposals as interactive web pages that look sharp on any screen. Starter includes e-signature, page analytics, QwilrPay, and HubSpot, Zoho and Pipedrive integrations.
- Falls short: Every proposal is a page built in Qwilr’s editor from your template library. Someone still turns the call notes into scope, cases and prices for each deal.

### Proposify (Proposal software for sales teams)

- Price: From $35/user/mo (Build, billed annually), checked Oct 2026
- Good at: Unlimited documents, templates and e-signatures on the entry plan, plus a content library, a product catalog, AI writing and CRM integrations. It gives sales teams good control over many similar proposals.
- Falls short: AI writing helps inside the editor, but a person still assembles each proposal from sections. Custom template design is a paid extra, so your own look takes more time and budget.

## A PandaDoc alternative that starts from the call Written, priced and in your brand

The tools above help you send and sign a document. The agent writes it. Here is the same job side by side, with our gaps listed plainly below.

| | PandaDoc | Qwilr | Proposify | Awesomic |
| --- | --- | --- | --- | --- |
| Starting point | A template your team fills in | A web page template you edit | Template sections you assemble by hand | Your call notes, deal, cases and prices, filled in |
| Look | Their themes, custom branding on Business | Polished pages in Qwilr’s design system | Their editor, custom design costs extra | Your own brand, fonts and layout, as a PDF |
| Timing | When someone finds time to fill it | When someone builds and checks the page | When someone assembles it and checks numbers | A draft waits for review shortly after the call |
| Signing and tracking | Built-in e-signature with real-time tracking | E-signature and page analytics on Starter | Unlimited e-signatures and document insights | None. The client replies to accept, pays by card |
| CRM | CRM integrations on the Business plan | HubSpot, Zoho and Pipedrive on Starter | Integrates with popular CRMs and invoicing tools | Reads the HubSpot deal, drafts the update for review |
| Big deals | Your team writes and edits from scratch | Your team writes and designs each page | Your team writes it, design is extra | A vetted designer or copywriter can finish it |

### A proposal ready to send, not a blank template

- What we heard on the call, in the client’s words
- Scope, timeline and 2–3 options at your published prices
- Matching case studies from your Drive
- A PDF, a draft email and an updated deal in HubSpot

Real sample: Real sample, 19 October 2026: a 4-page proposal plus a page that shows what the agent read and what it left for review.

### Where we stop

- No e-signature and no view tracking. Clients accept by replying and pay by card.
- The agent drafts the email. A person sends it.
- It needs call notes: Gemini notes (paid Google Workspace plans), Notion AI, or three lines from you.

## How the AI proposal generator works Five steps after the call, then you press send

One agent runs the whole job across your apps. It writes and lays out the proposal, then leaves anything client-facing for you.

1. **Google Calendar:** Spots the finished discovery call and finds its notes in Notion, Gemini notes or the event itself.
2. **HubSpot:** Reads the deal: company, contact, budget, stage and anything the rep logged around the call.
3. **Google Drive:** Picks your services, current prices and the two case studies closest to this client’s goal.
4. **Awesomic:** Writes and lays out the proposal in your brand, with 2–3 options and a page listing its sources.
5. **Gmail:** Drafts the reply with the PDF attached. You read it, change what you like and press send.

Setup:

1. **Connect your apps.** Link HubSpot, Google Drive and Gmail in a few clicks. Add Calendar, Notion and Slack if you use them. The agent reads only what the job needs.
2. **Point it to your sources.** Share your pricing page or price sheet, your services list and the case study folder. Add one past proposal you like, so it learns your tone and structure.
3. **Choose how you review.** Get each draft in Gmail, in Slack or both. Approve it, edit it, or hand a large deal to a vetted expert for the last mile.

## FAQ

### Is this a PandaDoc alternative?

For writing and design, yes. If you need e-signature and view tracking, keep your signing tool and upload the proposal we make into it.

### Are proposals public?

No. By default you get a PDF in Drive, attached to a Gmail draft. A web page is made only if you ask, and it ships with noindex and a private link.

### Where do the prices come from?

From your pricing page or a sheet you point to. The agent never invents a price. In our Fieldnote sample, every option uses Awesomic’s own published talent prices.

### What was in the Fieldnote sample?

Fieldnote is a fictional client. The agent made four proposal pages and a fifth listing what it read (Calendar, Notion, HubSpot, Gmail, our pricing page) and what it left for review: the PDF, the deal update, a draft email and a Slack message.

### Will it sound like us?

It works from your past proposals, services and case studies, so the tone follows yours. Agents run on leading models, including Claude and GPT, and you can switch models per chat.

### What does it cost?

Agent plans start at $19 per person per month, with the same agents and models on every plan. Add a talent plan when you want an expert to finish big proposals. No setup fees, cancel anytime.

## Take a deep breath… and send the proposal today

Connect HubSpot, Drive and Gmail, point the agent to your prices and cases, and review your first draft after the next call.

- Start in Awesomic Studio: https://studio.awesomic.com
- Pricing: https://www.awesomic.com/pricing

## Related use cases

- [Founder-led outreach](https://www.awesomic.com/apps/use-cases/md/founder-led-outreach.md): A weekly queue of drafts, a CRM that fills itself and meetings on your calendar.
- [Won deal to case study](https://www.awesomic.com/apps/use-cases/md/case-study-generator.md): From a closed deal or a happy Slack thread to a finished case study page and sales one-pager.
- [Competitor monitoring](https://www.awesomic.com/apps/use-cases/md/competitor-monitoring.md): Price and feature changes the day they happen, plus a battlecard your sales team will open.
- [All use cases](https://www.awesomic.com/apps/use-cases/md/index.md)