Automate Your Request for Proposal Process – Complete Step-by-Step Guide

Turn client requests into polished proposals automatically.

This 30+ page guide shows you how to build a fully automated quote system using Jotform, MailerLite, and OttoKit. The workflow captures client requests, generates a professional PDF proposal, stores it in Google Drive, and emails it straight to your client — no manual work required.

You’ll get:
✅ Step-by-step instructions for every tool (Jotform → MailerLite → OttoKit → Docs → PDF → Email)
✅ My tested ChatGPT prompts for generating cost estimates and proposal content
✅ A pre-formatted Google Docs proposal template
✅ The exact OttoKit workflow export I use
✅ Troubleshooting tips, deliverability advice, and testing scripts
✅ An example finished proposal PDF

By the end, you’ll have a professional, repeatable system that saves you hours and impresses your clients.