A set of 8 markdown files (.md) with a full description and code for each module, ready to run and adapt. Includes example configs, a JSON file with use cases, and a Dockerfile.

Lead2Proposal: a commercial proposal generator with calculations, PDF, and CRM integration

Name: Lead2Proposal: a commercial proposal generator with calculations, PDF, and CRM integration
Brand: Fizoni
Price: 29 USD
Availability: InStock

Version 1.0.0 Updated: 2026-09-13 Quality: 82/100

A web application that, based on client data (niche, budget, objectives), generates a personalized proposal with cost estimates, timelines, and case studies, creates a PDF, and sends it to the client with integration into HubSpot/Pipedrive/Airtable.

📁 What is inside (ZIP, 9 files)

01_lead_capture.md
02_proposal_generator.md
03_pricing_calculator.md
04_pdf_exporter.md
05_crm_integration.md
06_email_sender.md
07_admin_panel.md
08_deployment_guide.md
README.md

Problem

Micro-agencies spend hours creating proposals manually: they need to gather client data, select case studies, calculate pricing, format a PDF, and send it. General-purpose LLMs don't know your case study database, can't create PDFs, and aren't integrated with your CRM. As a result, deals close slowly and personalization suffers.

Solution

Lead2Proposal automates the entire process: a lead capture form with validation and saving to SQLite, text generation via OpenAI with variable substitution and case selection from JSON, cost and timeline calculation using flexible formulas, creation of a branded PDF, sending an email with an attachment and tracking, and CRM integration to create a deal and attach the PDF. The admin panel lets you manage templates, cases, and settings, as well as view conversion statistics.

More details

Lead2Proposal is a ready-to-use web application for micro-agencies that automates the entire process of creating and sending commercial proposals. You enter the client's data: niche, budget, list of tasks, contacts — and the system, based on an LLM, generates the proposal text, automatically selects relevant case studies from your database, calculates the cost and timeline taking into account complexity and discounts, generates a PDF with your branding, and sends it to the client by email. At the same time, a deal is created in the CRM (HubSpot, Pipedrive, or Airtable) with the PDF attached. Unlike general-purpose chatbots, Lead2Proposal works with your case study database (a JSON file), your templates for different niches, your calculation formulas, and your CRM. You get not abstract text, but a ready-made document that can be sent to the client right away. All the logic is transparent and configurable through the admin panel: you can change templates, add case studies, adjust formulas, and configure the CRM field mapping. The application is built on Python (Flask/FastAPI) with a local SQLite database for storing leads and proposal history. Text generation uses the OpenAI API (GPT-4 or GPT-3.5 model). The PDF is created via WeasyPrint or PDFKit. Email sending is configured via SMTP or SendGrid with the ability to track opens. CRM integration is implemented through webhooks and APIs, with support for HubSpot, Pipedrive, and Airtable. The admin panel provides full control: management of templates, case studies, CRM and email settings, viewing the history of generated proposals, and conversion statistics. You can see which proposals were sent, opened, and accepted, and you can improve the process based on the data. Deployment is as simple as possible: detailed instructions, a Dockerfile, and example configs let you launch the application locally or in the cloud (Heroku, Vercel) in just a few minutes. All dependencies are listed, and environment variables are described. The product is delivered as a set of markdown files with a full description of each module, ready to use and adapt to your needs.

Features

Lead capture form with validation, saving to SQLite, and sending a webhook to CRM
Generating proposal text via the OpenAI API using templates for different niches and variable substitution
Automatic selection of relevant cases from a database (JSON file)
Calculating cost and timelines based on budget, tasks, and complexity, taking into account discounts and options
Generating a PDF with branded style (logo, colors) via WeasyPrint or PDFKit
Sending email with an attached PDF via SMTP or SendGrid with open tracking
Integration with HubSpot, Pipedrive, or Airtable: creating a deal, attaching the PDF, updating the status
Admin web interface for managing templates, cases, CRM settings, and email
Viewing the history of generated proposals and conversion statistics
Detailed deployment instructions with a Dockerfile and example configs

What you get

01_lead_capture.md — lead capture module: form, validation, SQLite, webhook to CRM
02_proposal_generator.md — generating proposal text via LLM, templates, variable substitution, case selection
03_pricing_calculator.md — cost and timeline calculation, flexible formulas, discounts, options
04_pdf_exporter.md — PDF generation with branded style, download and auto-send
05_crm_integration.md — integration with HubSpot, Pipedrive, Airtable: creating a deal, attaching PDF, field mapping
06_email_sender.md — sending email with PDF via SMTP or SendGrid, templates, personalization, tracking
07_admin_panel.md — admin web interface: managing templates, cases, settings, proposal history, statistics
08_deployment_guide.md — deployment instructions: dependencies, environment variables, Dockerfile, configs for Heroku/Vercel

Installation guide

1. Install Python 3.9+ and the dependencies from requirements.txt (Flask/FastAPI, OpenAI, WeasyPrint/PDFKit, SQLAlchemy, requests, etc.). 2. Configure the environment variables: OPENAI_API_KEY, SMTP/SendGrid, CRM API keys, SECRET_KEY. 3. Fill in the JSON file with case studies and configure the templates in the admin panel. 4. Run the application locally (python app.py) or via Docker (docker build -t lead2proposal . && docker run -p 5000:5000 lead2proposal). 5. For the cloud, use the instructions from 08_deployment_guide.md (Heroku/Vercel). 6. Open the admin panel, configure the CRM field mapping and email templates. 7. Test proposal generation on a test lead.

Requirements

Python 3.9+, an OpenAI account with an API key, a CRM account (HubSpot, Pipedrive, or Airtable) with API access, an SMTP server or SendGrid account, installed libraries: Flask/FastAPI, SQLAlchemy, requests, WeasyPrint or PDFKit, openai, python-dotenv. For Docker: Docker and Docker Compose (optional).

Options and pricing

Choose the level that suits you:

Basic — $17 · The main set of product files.
Standard — $29 · Full set + implementation guide.
Extended — $46 · Everything from Standard + extended materials and updates.

📦 Bundle Sales Bundle — the complete toolkit for the sales department

Three sales solutions: a quote generator with calculations and CRM (Lead2Proposal), a web quote generator (AI Proposal Webapp), and a quote builder for agencies. It covers the entire journey: lead → quote → deal.

$87 $61 save $26

Frequently asked questions

What is included?

In what format will I receive the files?

After payment you get a secure link and a ZIP archive with all materials. The link is shown on the order page and available via the Telegram bot.

How long is the download link valid?

The link is active for 24 hours, up to 5 downloads.

Do I need special skills?

The product is designed for entrepreneurs and specialists. A step-by-step guide is included; no programming skills required.

Can I get a refund?

For refunds, contact support: [email protected].