Case Study — 2023

ProposalForge

An intelligent proposal generator using GPT-4 to automate sales proposals, reducing creation time by 70% and enabling 3x more client outreach.

$24,500e-signatureCRM DataGPT-4
Time saved70%
Outreach3x
Generation<5 min
React.jsNode.jsMongoDBOpenAI APIDocker

The Problem

Sales teams spent 4-6 hours creating each proposal. Client data scattered across CRM, emails, and notes. Manual pricing led to costly errors. Only 5-8 proposals per week.

The Solution

AI-powered proposal automation with CRM integration and smart pricing.

01

AI-Powered Generation

GPT-4 creates tailored proposals in under 5 minutes based on client industry and needs

02

Dynamic Templates

Professional, brand-consistent templates with smart conditional sections and variable injection

03

CRM Integration

Auto-pull client data from HubSpot, Salesforce, and Pipedrive with bi-directional sync

04

Smart Pricing Engine

Automated pricing with volume discounts, custom rules, and approval workflows

05

3x Client Outreach

Teams now sending 20+ proposals per week instead of 5-8

Pipeline

Generation Flow

CRM DataClient profilesDeal historyRequirementsHubSpot APITemplate EngineSection selectionVariable injectionBrand stylingHandlebarsGPT-4 ContentContext analysisIndustry-specific copyValue propositionsCall-to-actionOpenAI APIPricingProduct catalogDiscount rulesTax calculationRules EngineOutputPDF exportWeb linkE-signaturePuppeteer

CRM Sync

Bi-directional sync with HubSpot, Salesforce, Pipedrive

Version Control

Track all revisions and compare changes over time

E-Signature

DocuSign integration with signing status tracking

Analytics

View tracking and engagement metrics per proposal

Architecture

System Design

FRONTENDReact.js 18Redux Toolkit • TailwindSlate.js EditorRich text editingTemplate BuilderDrag & drop sectionsBACKENDNode.js APIExpress • TypeScriptAI ServiceContent genDoc ServicePDF exportPricing ServiceRules engine • DiscountsDATAMongoDB AtlasProposals • TemplatesRedis CacheSessions • Rate limitingS3 + CloudFrontPDFs • Assets • CDNEXTERNALOpenAI APIGPT-4 TurboHubSpot / SalesforceCRM IntegrationDocuSignE-SignaturesSlackNotifications

Microservices

Decoupled AI, Document, and Pricing services for scalability

Docker Compose

Containerized deployment with Nginx reverse proxy

Multi-CRM

HubSpot, Salesforce, and Pipedrive integrations

Real-time Sync

Bi-directional CRM sync with webhook support

Data Model

MongoDB
Schema

Document-based schema optimized for flexible proposal structures with embedded analytics and version history.

5

Core collections

Embedded

Analytics & versions

organizations

_id, name, branding, crmConfig, subscription

proposals

_id, orgId, templateId, client, content, pricing, status, analytics[]

templates

_id, orgId, name, sections[], variables[], styling

products

_id, orgId, name, price, discountRules[]

analytics

_id, proposalId, event, viewDuration, deviceInfo, timestamp

Features

Built for
sales teams

01

GPT-4 powered content tailored to client industry and needs

02

Dynamic templates with conditional sections and smart variables

03

Multi-CRM integration (HubSpot, Salesforce, Pipedrive)

04

Smart pricing engine with discount rules and approval workflows

05

DocuSign e-signature integration with status tracking

06

Real-time analytics with view tracking and engagement metrics

Impact

Reducing proposal creation from 4-6 hours to under 5 minutes, enabling 3x more client outreach and 100% pricing accuracy.

Get in Touch

Let's build
something great

Get in TouchView Portfolio