Proposal Generator
From messy meeting notes, generate a professional proposal: exec summary, problem statement, approach, deliverables, timeline, and pricing.
What You Will Get
You just had a great discovery call. You scribbled notes on paper, typed half-sentences into a doc, and maybe recorded a voice memo. Now you need to turn all of that into a professional proposal before the prospect's enthusiasm cools. But proposal writing is slow. Formatting the document, writing the exec summary, making sure the scope matches what you discussed, getting the pricing table right — it easily takes 2-3 hours per proposal.
The Proposal Generator takes your raw meeting notes, voice memos, or brain dumps and turns them into a structured, professional proposal. It uses the summarize skill to extract the key points, then builds out each section: executive summary, problem statement, proposed approach, deliverables, timeline, and pricing. It matches the language the prospect used in the meeting so the proposal feels tailored, not templated.
Send your notes to your agent on WhatsApp, Telegram, or Slack within minutes of hanging up the call. You get back a complete proposal draft in 5-15 minutes. Edit the parts that need your personal touch, and send it while the conversation is still fresh. Faster proposals win more deals — it is that simple.
Setup Steps
Get your Proposal Generator running in about 10 minutes.
Share Your Proposal Template
Message your agent and share an example of a proposal you have sent before. Highlight the sections you always include: exec summary, problem statement, approach, deliverables, timeline, pricing, and terms. Your agent will use this as the structural blueprint for every future proposal.
Set Your Company Context
Give your agent a brief on your company: what you do, your key differentiators, common service packages, and standard pricing tiers. This background information gets woven into every proposal so you do not have to repeat it each time.
Enable the Summarize Skill
Make sure the summarize skill is active. This lets your agent extract structured information from messy notes, voice transcriptions, and scattered bullet points. It identifies the prospect's pain points, stated goals, and specific requirements.
Send Your First Set of Meeting Notes
After your next call, dump everything into a message to your agent: bullet points, voice notes, screenshots of whiteboard sketches, whatever you have. Tell your agent to generate a proposal draft. It will ask clarifying questions if anything critical is missing.
Review and Customize
Your agent delivers a complete proposal with all sections filled in. Read through it, adjust the pricing, refine the timeline, and add any personal touches. Tell your agent what to change and it will regenerate those sections instantly.
Tips and Best Practices
Send Notes Immediately After the Call
The sooner you send your notes, the more details you remember to include. Even a rough brain dump sent within 5 minutes of hanging up produces a better proposal than polished notes written the next day.
Include the Prospect's Exact Words
When you remember specific phrases the prospect used to describe their problem, include them in your notes. Your agent will mirror that language in the proposal, which makes the prospect feel heard and understood.
Build a Library of Past Proposals
Share your best proposals with your agent over time. It will draw from relevant examples when generating new ones, pulling in case study references and approach patterns that have worked before.
Use with the Sales Call Debrief
Run the Sales Call Debrief first to get structured notes, then feed those directly into the Proposal Generator. The structured format gives your agent cleaner input and produces a better proposal on the first pass.
Frequently Asked Questions
Related Pages
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