Power Automate workflow · Sales & CRM

Sales proposal pack: generate, protect and track opens

From a CRM opportunity, assemble a proposal with case studies and pricing into one PDF and share a tracked link.

TriggerManual button in Dynamics 365 / Power Apps, or Teams message action
ConnectorsMicrosoft Dataverse or SharePoint · Word Online (Business) · Adobe PDF Services · SharePoint
CategorySales & CRM

The problem

Proposals are rebuilt from scratch, and sales never know if the customer opened them.

The outcome

Consistent proposals in minutes, shared via a link so you can see views in SharePoint analytics.

Before you start

  • Proposal template and a library of case-study PDFs tagged by industry.

Build it step by step

  1. Generate the core — Populate the proposal template with customer, scope and pricing.
  2. Pick case studies — Get case-study PDFs matching the opportunity industry.
  3. Merge — Merge proposal + case studies + terms into one PDF.
  4. Share — Save to the opportunity folder and create a view-only link.
  5. Follow up — Create a follow-up task in 3 days.

Connector action names are shown as they appear in Power Automate at the time of writing; Microsoft and Adobe occasionally rename actions or add new versions.

Error handling

  • Keep pricing tables in the template, not in pasted images, so numbers stay accurate.

Licensing

  • Word template population is premium; Adobe PDF Services per transaction.

Variations

  • Send the final quote through Acrobat Sign (see the Dynamics 365 quote flow).

Common in: Manufacturing · Logistics