Automations for agencies
Document and proposal generator for agencies
New client onboarding means the same twenty emails every time. For agencies that's a common story, and it's what the document generator is for. Creates proposals, letters and contracts from a template using details you already have.
The problems it takes off your list
- New client onboarding means the same twenty emails every time.
- Inbound leads wait while everyone is heads-down on delivery.
- Proposals are copied from the last one and edited by hand.
What it looks like in practice
Say you run a small design studio that runs fixed-scope projects. After a call you pick the record in HubSpot and click one button. A draft document is ready in HubSpot with names, dates and prices filled in and a short custom section drafted for you to check.
How it works for agencies
Step by step, this is what the document generator does with your clients.
- You fill a short form or pick a record in HubSpot.
- The right template is chosen.
- Details are filled in and AI drafts any custom text.
- A finished document is saved to HubSpot.
- You review and send.
Tools it connects to
You keep working in HubSpot and PandaDoc. The document generator sits alongside, built with n8n, Google Docs and OpenAI.
Questions from agencies
Does the document generator work with HubSpot?
Often, yes. Before building the document generator I check your HubSpot account and plan, because some features depend on API access. If there's a gap for your agency setup, you'll know before you pay anything.
What does the document generator cost to run each month?
Setup for the document generator starts at $400 while the launch offer is on, for agencies and everyone else. Tools like OpenAI, Twilio and n8n hosting usually cost $5 to $30 a month, billed to you directly. I'll tell you the exact number before we start.
Can I change how it works later?
Yes. The document generator keeps its messages, timings and rules in settings or a simple sheet you can edit. For bigger changes, such as a new step for your clients, message me and I'll quote it first.
Want this for your agency business?
Tell me how your agency business handles this today. I'll reply with what I'd build, what it costs and how long it takes.
Get this built