Create an AI-powered proposal builder with PDF & E-sign
Автор: Formaloo
Загружено: 2025-07-10
Просмотров: 366
Tired of rewriting the same proposals over and over? Want to automate your client documentation process?
Join us for a 30-minute live session where we’ll show you how to build a smart proposal builder using Formaloo — complete with auto-filled PDFs, dynamic pricing, and built-in e-signatures.
🔗 Register here: https://www.formaloo.com/webinar/crea...
Perfect for agencies, consultants, and service-based teams who want to speed up sales and eliminate manual work.
In this session, you’ll learn how to:
✨ Auto-generate personalized proposals using AI and logic-based templates
✨ Dynamically pull in client data, service packages, and pricing
✨ Convert form submissions into ready-to-send PDF proposals
✨ Collect digital signatures without external tools
✨ Automate approvals and status tracking across your team
Whether you're managing sales contracts, project quotes, or client agreements, this workflow gives you a professional, automated system — without writing a single line of code.
🗓️ Date: Thursday, July 10
🕘 Time: 10:00 - 10:30 AM EDT
👀 Bonus: All attendees get a free & fully customizable “Proposal Builder with E-sign” template to use right away.
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