Latenode
OpenAI GPT Assistants
Google slides
Google drive
Gmail
PandaDoc

AI-powered business proposal creation with Google Slides & PandaDoc

This workflow automates the creation of personalized business proposals using AI, Google Slides, and PandaDoc. It is triggered by a form submission capturing customer details, then leverages OpenAI to generate a customized proposal.

The proposal is then formatted in Google Slides and delivered to the customer via email and a PandaDoc document for electronic signature and document management. This solution helps businesses quickly produce polished, AI-generated proposals during live sales calls, improving responsiveness and closing rates.

Updated Apr 6, 2026Est. run: 26sEst. cost: $0.0703
How Latenode estimates time and cost

Latenode bills workflow runs in credits: 1 credit = 30 seconds of processing. Minimum charge per run depends on your plan. Plug-and-Play (PnP) AI nodes are billed separately—each PnP token is $1 USD, charged pay-as-you-go at vendor cost plus a small processing fee, with no API keys required.

Full pricing — how credits work →
AI agents & chatbots

Workflow preview

What this template does

  • Automates the creation of personalized business proposals using OpenAI
  • Generates customized proposal content based on customer details from a form
  • Formats the proposal in Google Slides for a professional design and layout
  • Delivers the proposal to the customer via email and a PandaDoc document
  • Improves sales responsiveness and closing rates with AI-powered proposals

How it works

1
Trigger

Capture Customer Details

The workflow is triggered by a form submission that captures the customer's details, such as their name, company, and specific requirements for the business proposal.

2
AI

Generate Personalized Proposal using OpenAI

The customer details from the form are used by the OpenAI language model to generate a customized business proposal tailored to the customer's needs.

3
Logic

Check Proposal Generation

The system checks the status of the proposal generation by OpenAI. If the generation is successful, the workflow proceeds to the next steps.

4
Action

Format Proposal in Google Slides

The generated proposal content is copied and formatted into a professional-looking Google Slides presentation.

5
Action

Store Proposal in Google Drive

The formatted Google Slides presentation is saved to the customer's folder in Google Drive for easy access and sharing.

6
Action

Email Proposal to Customer

A link to the Google Slides presentation is emailed to the customer, providing them with the personalized business proposal.

7
Action

Deliver Proposal in PandaDoc

The proposal is also delivered to the customer as a PandaDoc document, allowing for electronic signature and document management.

Setup guide

1

Add OpenAI credential

1. Go to the Latenode Credentials panel. 2. Add a new credential and select 'OpenAI'. 3. Enter your OpenAI API key.

2

Configure Google Slides node

1. Add a Google Slides node to your workflow. 2. In the node settings, authenticate your Google account by clicking the 'Authenticate' button. 3. Select the Google Drive folder where you want to save the generated proposal slides.

3

Configure Gmail node

1. Add a Gmail node to your workflow. 2. In the node settings, authenticate your Gmail account by clicking the 'Authenticate' button. 3. Set the recipient email address, subject, and email body for sending the proposal.

4

Configure PandaDoc node

1. Add a PandaDoc node to your workflow. 2. In the node settings, authenticate your PandaDoc account by clicking the 'Authenticate' button. 3. Set the recipient email address, proposal title, and other details for the PandaDoc document.

5

Configure form trigger

1. Add a Form Trigger node to your workflow. 2. In the node settings, configure the form fields to capture the customer's name, email, company, website, problem, solution, scope, cost, and timeline.

Requirements

OpenAI API key to generate proposal content
Google Cloud Platform project with Google Slides and Gmail APIs enabled
Google Slides template file stored in Google Drive for proposal design
PandaDoc account and API key to create and send electronic proposal documents

FAQ

Common questions about this template

Each run uses credits on your Latenode plan. We charge for processing time (1 credit = 30 seconds). Your actual cost depends on your plan and how long the run takes. See pricing plans for plans and how credits work.
Contact support →

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