Generate proposal of work with Airtable

Creating a work proposal for future clients can be tedious for micro-business owners and small businesses. It requires a template and filling it out with the correct data.

Today, I will show you how to automatically implement a process to generate proposal of work in PDF using Airtable and Typeflow.us.

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Why should I use Airtable for a proposal of work?

Building a proposal of work system with Airtable is relevant because it streamlines proposal creation, tracking, and collaboration.Here's why:

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- Centralized Repository

Airtable allows you to organize all work proposal details, such as client information, project scope, deliverables, timelines, and budgets, in one place.

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- Customized fields

Tailor Airtable to include fields for specific project needs, such as milestones, payment terms, and approval statuses, making it adaptable for any industry.

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- Dynamic Document Generation

With integrations like Google Docs or Typeflow, you can automatically create polished, customized proposals using data stored in Airtable.

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Setting up the Airtable base

You can use the Airtable base we prepared for you.

This template includes all the necessary fields and structure to manage your reimbursement requests effectively:

• We built a table for proposals, clients, services, projects, financial.
• Integrates all the fields needed to generate the proposal of work properly
• We linked the table between them
• You have an attachment field for the future invoices generated.
• You can also find a button field to generate PDFs.

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Setting Up Typeflow

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You can use this export proposal of work template from Typeflow.us.
It has all the variables to generate a job offer. Of course, feel free to adapt it.

Then, you can map the data between the Airtable fields and the Google Docs variable.
When done, you can import the link to the button field. Now, click the button whenever you want to generate PDFs for a specific user.

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Going further with Airtable Automation

It's also possible to generate PDFs automatically, thanks to automation.

1. Go to automation
2. Select one trigger to run your automation.
3. Select Run a script
4. Past the script from Typeflow (from automation Script).
5. Create a variable named record_id() with the value Airtable Record ID on the left side.
6. Then you can run whatever you want as the next step, like emailing.

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Just try our product by filling this form. You will receive by email a - fake - proposal of work generated by Typeflow based on the data you give.