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Category: Productivity & OfficeNo API key required

AI Proposal Generator

Generate professional HTML proposals from meeting notes. Features 5 proposal styles (Corporate, Entrepreneur, Creative, Consultant, Minimal), 6+ color themes, and a Design Wizard for custom templates. Triggers on "create proposal", "proposal for [client]", "proposal wizard", "proposal from [notes]", "show proposal styles", "finalize proposal". Integrates with ai-meeting-notes for context. Outputs beautiful, responsive HTML ready to send or export as PDF.

personAuthor: jeffjhunterhubclawhub
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AI Proposal Generator

Generate professional, beautifully-designed HTML proposals from meeting notes in minutes.

System Overview

Meeting Notes + Your Template + Color Theme = Professional HTML Proposal

File Locations

proposals/
├── templates/           ← Style templates (markdown structure)
│   ├── corporate.md
│   ├── entrepreneur.md
│   ├── creative.md
│   ├── consultant.md
│   ├── minimal.md
│   └── custom/          ← User-created templates
├── themes/              ← Color themes (CSS)
│   ├── ocean-blue.css
│   ├── ember-orange.css
│   ├── forest-green.css
│   ├── slate-dark.css
│   ├── royal-purple.css
│   ├── trust-navy.css
│   └── custom/          ← User-created themes
├── generated/           ← Output proposals
│   ├── YYYY-MM-DD_client-name.md    ← Draft
│   └── YYYY-MM-DD_client-name.html  ← Final
└── SERVICES.md          ← User's pricing/packages

Trigger Phrases

| Phrase | Action | |--------|--------| | "create proposal for [client]" | Generate proposal, pull from recent meeting notes | | "proposal from [file]" | Generate from specific meeting notes file | | "proposal wizard" | Launch Design Wizard to create/customize template | | "show proposal styles" | Display all 5 styles with descriptions | | "show color themes" | Display all color themes with previews | | "change style to [x]" | Switch proposal style | | "change theme to [x]" | Switch color theme | | "preview proposal" | Show current draft | | "edit [section]" | Modify specific section | | "finalize proposal" | Generate final HTML | | "export pdf" | Convert HTML to PDF |

Proposal Styles

1. Corporate

Tone: Formal, structured, trust-building Best for: Enterprise clients, B2B, government, large organizations Sections: Cover Page, Executive Summary, Company Overview, Understanding Your Needs, Proposed Solution, Methodology, Project Team, Timeline, Investment, Terms, Appendix

2. Entrepreneur

Tone: Bold, direct, action-oriented Best for: Startups, SMBs, fast-moving founders Sections: The Problem, The Solution, What You Get, How It Works, Investment, Why Us, Let's Go

3. Creative

Tone: Visual, modern, portfolio-focused Best for: Agencies, designers, marketing, creative services Sections: The Vision, Your Challenges, Our Approach, The Work, Case Studies, Timeline, Investment, The Team, Next Steps

4. Consultant

Tone: Professional, advisory, expertise-led Best for: Coaches, consultants, advisors, professional services Sections: Situation Analysis, Key Challenges, Recommendations, Engagement Options, Expected Outcomes, Credentials, Investment, Next Steps

5. Minimal

Tone: Clean, simple, no-fluff Best for: Freelancers, small projects, retainers, quick quotes Sections: Project Overview, Scope, Timeline, Investment, Terms, Accept

Color Themes

| Theme | Primary | Accent | Background | Vibe | |-------|---------|--------|------------|------| | Ocean Blue | #0ea5e9 | #0284c7 | Light | Professional, trustworthy | | Ember Orange | #ff6b35 | #ff8c42 | Light/Dark | Bold, energetic | | Forest Green | #22c55e | #16a34a | Light | Growth, natural | | Slate Dark | #1e293b | #475569 | Dark | Modern, sophisticated | | Royal Purple | #8b5cf6 | #7c3aed | Light | Creative, premium | | Trust Navy | #1e3a5f | #2563eb | Light | Corporate, established |

Design Wizard

Triggered by "proposal wizard" — 6-step guided template creation:

Step 1 — Business Type: Agency, Consulting, Tech, Freelance, Professional, Other Step 2 — Typical Clients: Enterprise, SMB, Startups, Individuals, Mix Step 3 — Tone: Formal, Friendly, Bold, Minimal Step 4 — Sections: Multi-select from 12 options Step 5 — Style: Recommend based on answers or let user choose Step 6 — Color Theme: Select from 6 themes or custom

Output: Saves custom template to proposals/templates/custom/[name].md

Wizard Output Format

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
✅ TEMPLATE CREATED
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

📄 Name: [template-name]
🎨 Style: [style] | Theme: [theme]
📝 Sections: [list]

📁 Saved: proposals/templates/custom/[name].md
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

Proposal Generation

Step 1: Gather Context

  1. Search meeting-notes/ for client name
  2. Check MEMORY.md for client history
  3. Load proposals/SERVICES.md for pricing
  4. Ask user to fill gaps

Step 2: Generate Draft

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
📄 PROPOSAL DRAFT — [Client Name]
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

✅ Context: meeting-notes/[file]
✅ Template: [style] | Theme: [color]
✅ Pricing: [package]

📁 Draft: proposals/generated/[date]_[client].md

Commands: "show", "edit [section]", "preview html", "finalize"
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

Step 3: Edit & Refine

  • "edit executive summary" → Rewrite section
  • "make it more formal" → Adjust tone
  • "add testimonials" → Insert section
  • "change price to $5,000" → Update pricing

Step 4: Finalize

Generate HTML using base template + theme CSS:

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
✅ PROPOSAL FINALIZED
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

📄 [Client] Proposal
📁 HTML: proposals/generated/[date]_[client].html

Ready to send, export PDF, or download.
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

HTML Generation

Base Template

Use assets/proposal-template.html as foundation:

  • Inject markdown content converted to HTML
  • Apply theme CSS variables
  • Apply style-specific layout classes

Style Classes

  • .proposal-corporate — Serif headers, formal spacing, bordered sections
  • .proposal-entrepreneur — Bold headers, high contrast, CTA-focused
  • .proposal-creative — Asymmetric layout, visual emphasis, portfolio grid
  • .proposal-consultant — Clean lines, advisory tone, option cards
  • .proposal-minimal — Maximum whitespace, essential typography only

Requirements

  • Mobile-responsive
  • Print-ready (clean page breaks)
  • PDF-exportable

SERVICES.md Template

# Services & Pricing

## Packages

### Starter — $X,XXX/month
- [Deliverable]

### Growth — $X,XXX/month
- Everything in Starter
- [Additional]

### Scale — $X,XXX/month
- Everything in Growth
- [Additional]

## Terms
- Payment: [Net 15, 50% upfront, etc.]

Integration

From ai-meeting-notes

Extract: Client name, pain points, scope discussed, budget hints, timeline, decision makers

To ai-daily-briefing

Pending proposals appear in briefing as action items

Default Pairings

| Client Type | Style | Theme | |-------------|-------|-------| | Enterprise | Corporate | Trust Navy | | Startup | Entrepreneur | Ember Orange | | Agency | Creative | Royal Purple | | SMB | Consultant | Ocean Blue | | Quick project | Minimal | Slate Dark |

Error Handling

No meeting notes: Offer to create from scratch or paste notes No SERVICES.md: Help create or allow manual pricing No template: Prompt wizard or suggest built-in style