AI Proposal Generator

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

PhraseAction"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

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

ThemePrimaryAccentBackgroundVibeOcean Blue#0ea5e9#0284c7LightProfessional, trustworthyEmber Orange#ff6b35#ff8c42Light/DarkBold, energeticForest Green#22c55e#16a34aLightGrowth, naturalSlate Dark#1e293b#475569DarkModern, sophisticatedRoyal Purple#8b5cf6#7c3aedLightCreative, premiumTrust Navy#1e3a5f#2563ebLightCorporate, 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 ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

Step 1: Gather Context

Search meeting-notes/ for client name Check MEMORY.md for client history Load proposals/SERVICES.md for pricing 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. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

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.]

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 TypeStyleThemeEnterpriseCorporateTrust NavyStartupEntrepreneurEmber OrangeAgencyCreativeRoyal PurpleSMBConsultantOcean BlueQuick projectMinimalSlate 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