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Fiverr Pro
English
$
USD
I will build a automatic workflow custom proposal generator
David Morgan
About this gig
Stop rebuilding proposals from scratch.
I will create a custom Make.com blueprint that helps turn client details, services, pricing, and project notes into a clean proposal workflow your business can reuse.
This is not just a document template. It is a small automation system designed to remove repetitive proposal work and help you move from inquiry to polished proposal faster.
Depending on your package, your workflow can include form intake, proposal data fields, pricing sections, branded proposal structure, email delivery steps, and clear setup notes so you can import and understand the blueprint.
This is ideal for freelancers, consultants, agencies, contractors, coaches, and service businesses that want a faster way to prepare client proposals without manually rebuilding the same thing every time.
What I can build:
- Make.com scenario blueprint
- Client intake to proposal workflow
- Proposal data fields
- Pricing or package sections
- Email delivery step
- Setup guide and workflow notes
- Clean reusable structure
You bring the business details. I build the proposal machine.
Get to know David Morgan
David Morgan
Digital Solutions Strategist
- FromUnited States
- Member sinceApr 2013
- Last delivery4 years
Languages
English
Digital growth doesn’t happen by chance—it happens with the right strategy and execution. I help businesses and creators build a stronger online presence through smart websites, search visibility, keyword research, simple web apps, and creative digital assets like book covers and graphics. My focus is practical solutions that generate real momentum online. If you're looking for someone who understands both the technical and creative side of digital growth, you're in the right place.
My Portfolio
FAQ
What will I receive with this gig?
You will receive a custom blueprint that you can upload to make.com designed around your proposal workflow, along with notes explaining how the scenario is structured.
Is the Make.com blueprint ready to import?
Yes, the goal is to provide an importable Make.com blueprint, though you may still need to connect your own apps, accounts, API keys, or permissions inside Make.com.
Do I need a paid Make.com account?
Not always. Make.com offers 2 workflows and 1,000 free credits. This can work for even lightweight work. Simple workflows may work on a free Make.com account, but advanced workflows may require paid Make.com features or third-party app access.
Can this work for my type of business?
Yes. This can be customized for freelancers, consultants, agencies, contractors, coaches, local service businesses, and other businesses that send client proposals.
What information do you need from me to build it?
I will need your business details, proposal sections, services, pricing structure, preferred workflow steps, and the apps you want connected through Make.com.
Do you set up and test the automation for me?
This gig focuses on building the Make.com blueprint. Setup, app connections, testing, and troubleshooting can be included depending on the package or added as an extra.
