Turn Google Forms enquiries into tailored proposals
Rebuilding a proposal deck for every lead is slow. Put the client’s company, project type, budget and goals into a Google Slides proposal automatically. Export it as an editable PowerPoint for your team and a PDF for the client, and add service slides only when they’re relevant.
+ 2 more slide(s)
See it in action
A lead fills in an enquiry form and gets a tailored proposal deck, with an SEO slide added only when it was ticked.
Watch on YouTube →How to automate proposals from Google Forms
Four steps, all inside Google Workspace. Output: PowerPoint (.pptx), PDF.
Build the form
Copy the ready-made form, or create a Google Form with questions like these. The question titles become your placeholders.
| Question title | Type | Example answer |
|---|---|---|
| Your Name | Short answer | Sofia Martinez |
| Company | Short answer | Greenleaf Organics |
| Short answer (email) | sofia@greenleaf.example | |
| Project Type | Dropdown | New website |
| Budget | Multiple choice | $5k–$15k |
| Add-ons | Checkboxes | SEO package, Monthly maintenance |
| Goals | Paragraph | Launch an online store before the holiday season. |
Design the Google Slides template
Start from our Google Slides template (make a copy) or the .pptx, or use your own. Type a placeholder wherever an answer should appear. It must match the question title exactly, in double braces. Built-ins such as {{_date}} and {{_responseId}} work too.
Connect it in AutoDoc
Open the form → Add-ons → AutoDoc. Pick the template and a Drive folder, choose PowerPoint (.pptx), PDF, and set the file name pattern:
Proposal - {{Company}}Result: Proposal - Greenleaf Organics.pptx
Add a conditional document (optional)
Conditions support AND / OR groups and 13 operators, including equals, contains, exists, matches regex, > and >=.
Submit, and it’s delivered
Every new response creates the document in seconds, then emails it:
Tips for proposals
- Use the contains operator for checkbox questions, for example Add-ons contains “SEO package”.
- Long paragraph answers (like Goals) work fine. Give them a wide text box.
- Email the lead and your sales list together with “Email to list of emails”.
Who uses this
Frequently asked questions
Can I edit the proposal before sending?
Yes. Email only your sales list first, then forward after review, or output a Google Slides copy to edit.
Does it work with checkboxes?
Yes. Use contains / does not contain in conditions.
Can I include case studies per industry?
Yes. Add one slide template per industry with its own condition.