Proposal Generation Automation for SaaS

n8n workflows pull client and deal data from your CRM, generate proposals from approved templates, route for internal approval if needed, and deliver polished documents for signature. For saas specifically, we integrate with Intercom, Segment, Mixpanel to create a seamless automation pipeline.

Most saas clients see 400-600% in first year return on investment within the first year, saving 10-20 hours/week per week on manual tasks.

Templates with placeholders are populated automatically with client data, pricing, and custom sections based on deal type.

Yes, pricing can calculate automatically based on products, quantities, discounts, and custom rules.

I build behavior-based onboarding workflows that adapt to each user. If a trial user hasn't completed key activation steps, they receive targeted nudges. If they're power users, they get fast-tracked to conversion. By connecting product analytics to your email/in-app messaging, every communication becomes relevant. Clients typically see 20-40% improvement in trial-to-paid conversion.

I create health score systems that combine product usage, support tickets, billing status, and engagement metrics. When a customer's score drops below thresholds, automated workflows trigger—escalation to customer success, personalized outreach, special offers, or executive touches. The key is catching at-risk customers while there's still time to save them.