Proposal Pilot

by Revenue Loopself serveSetup: 2-4 hours0 downloads

Reads customer requirements from HubSpot and retrieves matching pricing rows and past proposal sections from connected data sources. Produces a structured proposal draft with quote line items ready for review. Routes the draft to the assigned sales engineer via Slack notification before finalization. Requires n8n v1.30+, an OpenAI API key, and HubSpot connected via OAuth.

Included assets

proposal-generation-n8n.n8n.json - import into n8n Settings -> Import
field-mapping-guide.md - maps HubSpot fields to proposal template variables
environment-variables.md - all required API keys and webhook URLs
qa-checklist.md - 10-point pre-launch checklist
sample-requirements.csv - test customer requirements dataset

Capabilities

document-extractionapproval-routingproposal-drafting

Setup requirements

n8n v1.30+ (self-hosted or n8n Cloud Starter plan)
OpenAI API key (GPT-4o-mini - used for proposal section assembly)
HubSpot account with CRM API access (Starter plan or higher)
Google Drive folder containing pricing tables and approved proposal templates
Slack workspace with incoming webhook URL for draft notifications

Support includes

Email setup guide with step-by-step screenshots

Implementation context

Target use case

Proposal and Quote Generation

real estate30-50% reduction in proposal creation time

Package contents

v1.0.0

n8n Workflow JSON
workflow json · 8 KB
Import via n8n → Settings → Import Workflow
Step-by-Step Setup Guide
document · 5 KB
Complete installation and configuration walkthrough
Environment Variables Guide
document · 2 KB
Step-by-step guide for configuring required API keys and credentials
QA Checklist
document · 2 KB
Review checklist for validating the automation before go-live
Field Mapping Guide
document · 2 KB
Guide for mapping your data fields to workflow nodes
sample-requirements.csv
other · 1 KB

Proposal Pilot

Included assets

Capabilities

Setup requirements

Support includes

Implementation context

Proposal and Quote Generation

Package contents

Browse automation packs that are ready to buy

Proposal Pilot

Included assets

Capabilities

Setup requirements

Support includes

Implementation context

Proposal and Quote Generation

Package contents

Browse automation packs that are ready to buy