Better Proposals and Make.com offer powerful, quick-win automations for various business processes. Here are five simple, impactful automations to speed up and enhance workflows:

1. Auto-Follow-Up on New Proposals

• Objective: Automatically follow up with clients shortly after a new proposal is sent.
• Workflow:
  • Trigger: Watch Sent Proposals
  • Outcome: Sends a personalized follow-up email to clients.
  • Benefits: Keeps engagement high and reduces time spent manually following up.

2. Notify Team of Proposal Payments

• Objective: Instantly inform the team when a proposal is paid.
• Workflow:
  • Trigger: Watch Paid Proposals
  • Outcome: Sends a message to a designated Slack or email group.
  • Benefits: Improves responsiveness and enables faster project initiation.

3. Track Proposal Engagement

• Objective: Gain insights on client interest based on proposal opens.
• Workflow:
  • Trigger: Watch Opened Proposals
  • Outcome: Logs each proposal opening in a CRM for analysis.
  • Benefits: Helps identify high-interest clients, leading to targeted follow-ups.

4. Store Signed Proposals in Cloud Storage

• Objective: Ensure signed proposals are securely stored.
• Workflow:
  • Trigger: Watch Signed Proposals
  • Outcome: Automatically saves documents to Google Drive or Dropbox.
  • Benefits: Reduces admin time and organizes important documents securely.

5. Generate Proposals Based on CRM Data

• Objective: Create new proposals based on CRM opportunities.
• Workflow:
  • Trigger: New CRM entry creation (e.g., Salesforce or HubSpot)
  • Outcome: Automatically generates a proposal with client-specific details.
  • Benefits: Speeds up proposal generation and ensures accuracy.

These automations not only save time but also streamline client interactions, improving efficiency and response times.