Proposals are a big deal.
Whether you’re pitching a service, scoping out a project, or quoting pricing for a lead — a clean, tailored proposal can make the difference between a closed deal and a cold lead.
But let’s be honest: creating proposals manually? Time-consuming. Repetitive. Error-prone.
With Google Sheets + PostSheet, you can create and send personalized, professional proposals in minutes — no design software, no Word templates, no copy-paste loops.
Here’s how to do it.
Why Automate Proposal Creation?
A great proposal is personalized, well-structured, and fast to deliver. But building each one manually is inefficient, especially when:
- Your pricing, timelines, and deliverables follow a pattern
- You’re working with similar client profiles
- You’re responding to multiple leads at once
Automating this process means you can:
✅ Respond faster to leads
✅ Avoid errors in pricing or client names
✅ Deliver a polished proposal every time
✅ Free up time for follow-up and closing
✅ Scale your outbound or inbound sales process
What Kind of Proposals Can You Automate?
Just about any kind, including:
- 🎯 Project scopes and timelines
- 💼 Freelance service quotes
- 🧾 Pricing breakdowns for SaaS or agency packages
- 🛠️ Implementation or onboarding plans
- 🧘 Workshop or course proposals
- 📦 Bulk order quotes for eCommerce or wholesale
If your proposals follow a repeatable format, this is for you.
Step 1: Build a Spreadsheet with Client + Deal Info
Use Google Sheets to organize details for each proposal. One row per deal or client.
| Client Name | Contact Email | Project Type | Start Date | Price | Deliverables |
| Acme Co. | jane@acme.com | Website Redesign | 2025-04-15 | $8,500 | UI audit, dev, handoff |
| Bolt Tech | mike@bolt.com | Brand Strategy | 2025-04-22 | $6,000 | Brand guide, messaging map |
You can include as many fields as needed — deadline, contact person, billing details, etc.
Step 2: Design Your Proposal Template in PostSheet
In PostSheet, create a PDF proposal template using the fields from your sheet.
It might look like this:
Project Proposal: {{Project Type}} for {{Client Name}}
Start Date: {{Start Date}}
Price: {{Price}}
Deliverables:
{{Deliverables}}
Thank you for considering us for this opportunity. We’re excited to help {{Client Name}} move forward with this project.
Please let us know if you have any questions or would like to adjust the scope.
Best,
[Your Name]
You can add branding, format headers, and style the layout to match your brand. It’ll look like a custom proposal — but generated in seconds.
Step 3: Generate and Send in Bulk
Once your template is ready:
- Start a new document campaign
- Connect your spreadsheet
- Match your spreadsheet fields to the template variables
- Preview each proposal (PostSheet shows each one individually)
- Generate and send as PDFs — either by email or as a batch download
You can include a custom email like:
python
Copy
Hi {{Client Name}},
Attached is your personalized proposal for the {{Project Type}} project. Let me know if you have any questions, or if you’d like to hop on a quick call to review it.
Looking forward to working together!
– [Your Name]
Pro Tips for Better Proposals
- 💰 Include price ranges or tiered packages using spreadsheet logic
- 📝 Add notes or terms with custom columns like Payment Terms or Deadline Flexibility
- 📊 Include charts or performance estimates if applicable
- 🔁 Duplicate templates for different services or client types
- 📥 Track who opens or replies (PostSheet gives you basic email analytics)
Why PostSheet Is Perfect for Proposal Automation
✅ Uses Google Sheets (no new systems to learn)
✅ Clean, repeatable PDF output with brand-friendly formatting
✅ Send 1 or 100 proposals in the same amount of time
✅ Personal messages + personalized files = high response rates
✅ Ideal for freelancers, agencies, sales teams, and consultants
It’s like having a proposal assistant that never gets tired.
Final Thoughts: Look Pro, Close Faster
The faster you send a great-looking proposal, the faster you get a response — and the closer you are to closing the deal.
With PostSheet, you can create personalized proposals that look thoughtful, detailed, and completely custom — in just a few clicks.
Want to try it yourself?
Start creating better proposals with PostSheet →
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