How to automatically generate sales proposals in PDF from deal data

As soon as a deal moves to the "proposed" stage in Jestor's sales funnel, the proposal PDF is generated automatically with the customer's data, contact info, value, terms, and validity — with no need to build the document manually for each negotiation.

Why does automatically generating the proposal matter?

Building a sales proposal by hand for each customer — copying name, value, special terms, and deadline — is one of the biggest time sinks for a sales team, especially when proposal volume is high.

How does Jestor generate the proposal automatically?

When the deal reaches the "proposed" stage, the PDF is generated automatically with the information already filled in on the record: contact name and email, total value, special terms, and notes.
The document already ships with an issue date and a default validity period — one month after issuance, in the reference template — and with a space reserved for the customer's signature.
Since the PDF is generated from the same fields used throughout the rest of the process, any change to the deal before resending the proposal can be reflected in a new generation of the document.
The rep can open the PDF directly from the card to review it before sending.

Proposal field	Data source
Contact name and email	Deal record
Value and terms	Deal record
Validity (default: 1 month)	PDF template rule

To configure automatic proposal generation:

Build the PDF Maker block with the deal's fields (contact, value, terms, notes, validity).
Link that block to a stage automation.
Set the automation to trigger as soon as the card enters "proposed."

Why choose Jestor to generate proposals with no manual error?

Since the proposal is born from the same data already in the sales funnel, there's no risk of the document going out with outdated information due to manual copying.

Frequently asked questions

At what point is the proposal generated automatically?

When the deal advances to the "proposed" stage in the funnel.

Is the proposal's validity fixed?

In the reference template it's one month after issuance, but the rule can be adjusted.

Does the proposal include a signature area?

Yes, the PDF already ships with a field reserved for the customer to sign.

Can I regenerate the proposal if something changes in the deal?

Yes, a new generation reflects the record's updated data.

Reference video

Check out the Jestor YouTube channel for more content like this.

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