AI Sales Proposal Generator
Generate a fully personalized, professional sales proposal in under 5 minutes — straight from your CRM deal data.
Ready-made n8n template
Contract Send & eSign Automation n8n Workflow
Auto-generate, send, and track contracts from CRM deal data — with reminders until signed.
How this workflow runs
triggerDeal: Contract StageCRM stage change webhook
actionGenerate ContractMerges deal data into template PDF
actionSend for SignatureDocuSign / PandaDoc API call
actionFollow-Up Reminders48hr nudge if unsigned
outputSigned → OnboardSlack alert + onboarding task created
What it does
Contract Send & eSign Automation n8n Workflow overview
Auto-generate, send, and track contracts from CRM deal data — with reminders until signed. The n8n workflow connects DocuSign, PandaDoc, HubSpot through a visible sequence of 5 trigger, processing, and delivery steps. Each step can be inspected and adapted before the automation is activated.
Who it is for
A practical fit for teams with this repeatable process
This template is designed for sales teams, founders, agencies, and consultants that want a documented starting point they can run in their own n8n environment.
How it works
The workflow logic, step by step
- Deal: Contract StageCRM stage change webhook
- Generate ContractMerges deal data into template PDF
- Send for SignatureDocuSign / PandaDoc API call
- Follow-Up Reminders48hr nudge if unsigned
- Signed → OnboardSlack alert + onboarding task created
Connected tools
Integrations
These are the services represented in the current template. Substitute services may require different nodes, credentials, and field mappings.
- DocuSign
- PandaDoc
- HubSpot
- Slack
- n8n
What is built in
Features
- Deal: Contract Stage: CRM stage change webhook
- Generate Contract: Merges deal data into template PDF
- Send for Signature: DocuSign / PandaDoc API call
- Follow-Up Reminders: 48hr nudge if unsigned
- Signed → Onboard: Slack alert + onboarding task created
Before you import
Requirements
Third-party accounts, usage fees, and API access are not included with the template.
- An active n8n instance
- DocuSign account or API credentials
- PandaDoc account or API credentials
- HubSpot account or API credentials
- Slack account or API credentials
- Your own business rules, sample data, and approval criteria
What the buyer receives
A documented, editable n8n workflow package
Template package
- Importable n8n workflow JSON
- Setup documentation
- Recorded video walkthrough
- One bonus workflow
Not included
- Third-party subscriptions or API credits
- Your service credentials
- Custom field mapping unless setup is purchased
- Unsupported claims about business outcomes
FAQ
Questions about this n8n workflow
What is included with the Contract Send & eSign Automation template?
You receive the importable n8n workflow JSON, setup documentation, a video walkthrough, and a bonus workflow. Credentials and paid third-party subscriptions are not included.
Can I edit the workflow after importing it?
Yes. The workflow runs in your n8n account, so you can inspect and change nodes, prompts, schedules, field mappings, and routing rules before activation.
Which integrations does this n8n workflow use?
The current template is designed around DocuSign, PandaDoc, HubSpot, Slack. Equivalent services may require node and field-mapping changes.
Is setup help available?
Yes. The template is available for self-installation, and a done-for-you setup option starts at $899. Final setup scope depends on your accounts and customization needs.
Choose your route
Get the template or request installation
Self-install the workflow for $79, or request a scoped setup from $899 on your own accounts.