Make.com: CRM Deal Update to Proposal Draft

Difficulty: Advanced | Time to implement: 30 min | Saves you: ~3 hrs/week Tools: Make.com + ChatGPT (OpenAI)

This template gives you a Make.com scenario that fires the moment a deal in your CRM moves to the "Proposal" stage, pulls together everything you already know about that deal — the company, the contact, the deal value, and the notes your team logged along the way — and uses ChatGPT to draft a tailored proposal into a Google Doc, then pings you to review and send. Built for owners and small sales teams who lose deals (or days) to the blank-proposal problem: the deal is hot, the proposal is owed, and it sits unwritten because starting from scratch every time is the part everyone dreads.