• August 10, 2023

Automated & Free Way to Send Proposals to Clients

Automated & Free Way to Send Proposals to Clients

Automated & Free Way to Send Proposals to Clients

Automated & Free Way to Send Proposals to Clients 1024 517 Flow Systems

In today’s fast-paced business environment, efficiency is key. Sending proposals to clients is a crucial part of any service-based business, but it can be time-consuming and tedious. Thankfully, automation has come to the rescue, providing a streamlined and free way to send proposals to clients.

In this post, we’ll explore how to leverage automation to send proposals effortlessly, saving time and enhancing professionalism.

The Need for Automation in Sending Proposals

The process of creating and sending proposals to clients is a fundamental aspect of many businesses. However, it can be a time-consuming and error-prone task when done manually. Automation in sending proposals is not just a trend; it’s a necessity for modern businesses. Here’s why:


  • Manual Process: Crafting individual proposals for each client can take hours, if not days. From gathering information to formatting and sending, the manual process is labor-intensive.
  • Automated Process: Automation allows for the creation of templates and the use of client data to generate proposals in minutes. The time saved can be redirected to more valuable tasks, such as client engagement and strategy development.

Consistency and Professionalism

  • Manual Inconsistencies: Manually created proposals can lead to inconsistencies in formatting, branding, and information. These inconsistencies can appear unprofessional.
  • Automated Uniformity: Automation ensures that every proposal maintains a consistent look and feel, reflecting the brand’s professionalism. Templates can be standardized, and information can be auto-filled, ensuring uniformity.

Tracking and Analytics

  • Lack of Insight: Without automation, tracking the status of a proposal can be challenging. Did the client open it? How much time did they spend on it? These questions remain unanswered.
  • Automated Tracking: Automation tools provide insights into how clients interact with proposals. You can see when a proposal is opened, which sections are read, and more. This data can be invaluable for follow-ups and understanding client needs.


  • Limited Growth: Manually creating proposals puts a cap on how many proposals a business can send. It becomes a bottleneck as the business grows.
  • Automated Growth: Automation allows for scalability. Whether you’re sending ten proposals or a thousand, the process remains efficient, allowing your business to grow without hindrance.

Error Reduction

  • Human Errors: Manual proposal creation is prone to errors, from typos to incorrect pricing. These mistakes can lead to misunderstandings and lost opportunities.
  • Automated Accuracy: Automation minimizes human error by using predefined templates and pulling data from reliable sources. This accuracy builds trust with clients and avoids costly mistakes.

Environmental Considerations

  • Paper Waste: Traditional proposals often involve printing and mailing, contributing to paper waste.
  • Digital Efficiency: Automated proposals are typically sent digitally, reducing the environmental impact and aligning with modern sustainability practices.

How to Automate Proposal Sending for Free

Automating the process of sending proposals doesn’t have to be expensive. Several free or freemium tools can be combined to create a seamless and efficient proposal automation system. Here’s a step-by-step guide:

Step 1: Choose the Right Tools

  • Zapier: A popular automation platform that connects various apps and services. It can be used to trigger proposal sending based on specific events or conditions.
  • Integromat (formerly Make.com): Similar to Zapier, Integromat offers a visual way to connect different tools and automate workflows, including proposal sending.
  • ActiveCampaign: A customer experience automation platform that can be used to manage client information and automate proposal sending through email marketing.
  • Dubsado: A business management solution that includes features for creating and automating proposals.
  • Airtable: A flexible database tool that can be used to store client information and integrate with other tools for proposal automation.

Step 2: Create a Template

  • Design in Dubsado: Utilize Dubsado’s proposal creation features to design a professional and customizable template.
  • Store in Airtable: Save templates and client information in Airtable for easy access and integration with other tools.

Step 3: Integrate with Your CRM

  • Use ActiveCampaign: Integrate ActiveCampaign with your CRM to pull client information automatically, ensuring that each proposal is personalized.
  • Connect with Zapier or Integromat: Use Zapier or Integromat to create workflows that connect your CRM, Airtable, and proposal sending tools.

Step 4: Set Triggers

  • Define in Zapier/Integromat: Set triggers in Zapier or Integromat for when a proposal should be sent. For example, a trigger could be set when a lead reaches a certain stage in your sales funnel.
  • Utilize ActiveCampaign’s Automation: Use ActiveCampaign’s automation features to send proposals based on client interactions or behaviors.

Step 5: Monitor and Follow Up

  • Track with Dubsado: Use Dubsado’s tracking features to monitor client engagement with the proposal and follow up accordingly.
  • Analyze with Integromat: Integromat can provide analytics on the automation process, helping you understand where improvements can be made.


Automating the process of sending proposals to clients is a game-changer for businesses of all sizes.

It not only saves time but also enhances the professionalism and consistency of your proposals. By utilizing free tools and following the steps outlined above, you can transform your proposal process and focus on what truly matters – growing your business.

Are you looking to automate your proposal process? Explore Flow Systems for comprehensive SEO, Automation, and Marketing Services. Also try JotPro, an AI Writing and Generation Tool that can assist you in creating professional proposals.

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