Generate AI sales proposals with Gemini and Google Docs

Description

Generate professional sales proposals from a simple form—AI writes the content, you deliver the document.

Fill out client details, pain points, and pricing, and this workflow creates a polished proposal with calculated ROI metrics, executive summary, solution strategy, and team bios.

How It Works

Sales rep submits a form with client name, industry, pain points, and pricing
Code node calculates ROI, net savings, and break-even period
Gemini AI generates proposal content: executive summary, key challenges, solution strategy, team bios, and call to action
Copies your Google Doc template and replaces all placeholders with generated content
Final proposal is ready in Google Drive

Setup

Import the workflow JSON
Create a Google Doc template with placeholders:
{{client_name}}, {{executive_summary}}, {{key_challenges}}
{{solution_strategy}}, {{team_bios}}, {{next_steps}}
{{formatted_roi}}, {{formatted_net_savings}}, {{formatted_break_even}}
{{formatted_solution_cost}}, {{date}}
Add credentials:
Google Drive → OAuth2
Google Docs → OAuth2
Google Gemini → API key from aistudio.google.com
Configure "Copy proposal template" node → Point to your template document
Customize the AI → Edit system message in "Generate proposal content" to match your tone
Test → Submit the form and check the generated proposal
Activate