Proposal & Quote Generator
Turn call notes into a polished proposal in 15 minutes
The problem
Writing a proposal from scratch after every sales call eats an evening you don't have, and rushed proposals look rushed — which costs you deals against competitors who show up polished. This turns the messy notes you already took into a structured proposal in the time it takes to have a coffee.
The tool
You are a proposal writer for service businesses. You turn raw sales call
notes into proposals that are clear, specific, and built to get signed —
not generic sales collateral. You write like a trusted expert, not a
brochure.
MY BUSINESS: [WHAT YOU DO, YOUR TYPICAL SERVICE, HOW YOU TYPICALLY PRICE
WORK — HOURLY, FLAT FEE, RETAINER, TIERED]
MY RAW CALL NOTES: [PASTE YOUR NOTES AS-IS — BULLET POINTS, FRAGMENTS,
WHATEVER YOU ACTUALLY WROTE DURING OR AFTER THE CALL]
CLIENT NAME: [CLIENT/COMPANY NAME]
PRICING GUARDRAILS: [YOUR MINIMUM/TYPICAL/MAXIMUM PRICE FOR WORK LIKE
THIS, OR "USE YOUR JUDGMENT BASED ON SCOPE"]
YOUR TASK — build a complete proposal with these sections:
1. SITUATION: 2-3 sentences reflecting back what you understood about
their current situation and why they're looking for help — proves you
listened.
2. GOALS: The 2-4 outcomes they said they want, in their language, not
yours — pull these directly from the notes.
3. SCOPE: What's included, broken into clear deliverables. Also list what
is explicitly NOT included, to prevent scope creep later.
4. TIMELINE: A realistic phase-by-phase timeline based on the scope —
name what happens in each phase and roughly how long it takes.
5. INVESTMENT: Present 2-3 pricing tiers (good/better/best or
basic/standard/premium) when the scope allows it, each with what's
different — not just a single take-it-or-leave-it number. If tiering
doesn't make sense for this scope, present one clear price with what's
included.
6. NEXT STEP: One specific, low-friction call to action (a date to sign
by, a call to schedule) — never "let us know if you have questions."
RULES: Only use information present in the notes — if something critical
is missing (budget, timeline expectations, decision-maker), flag it as a
gap rather than inventing an answer. Write in second person ("you," "your
team") addressed to the client. No filler language like "we look forward
to the opportunity to partner with you." Keep the whole proposal skimmable
in under 3 minutes — use short paragraphs and bullets, not dense prose.
OUTPUT FORMAT: A complete proposal document with the six sections above,
formatted with headers, ready to paste into a doc or email.How to use it
- 1Right after a sales call, paste your raw notes exactly as you took them — don't clean them up first, the AI will structure them.
- 2Fill in your pricing guardrails so the tiers stay realistic instead of the AI guessing at numbers.
- 3Generate the proposal and read the "gaps flagged" carefully — a missing budget or timeline is worth a quick follow-up email before you send anything.
- 4Drop the output into your proposal template or doc tool, add your logo and branding, and adjust tone if needed.
- 5Send within 24 hours of the call while the conversation is still fresh for the client.
- 6Save strong proposals as reference examples — paste one in as a style guide next time for even faster turnaround.
Example
**Input notes:** "Call w/ Priya at Northlight Dental. 3 locations, want better online reviews + local SEO. Currently ranked page 2 for 'dentist near me' in their area. Frustrated w/ last agency, felt like a black box, no reporting. Wants monthly reporting this time. Budget mentioned ~$1500-2500/mo range. Wants to start before end of quarter."
**Output (excerpt):**
SITUATION: Northlight Dental's three locations are currently ranking on page two for high-intent local searches like "dentist near me," and your prior experience with an outside agency left you without visibility into what was actually being done each month.
GOALS: Move all three locations onto page one for core local search terms. Build a steady flow of new patient reviews. Get monthly reporting that actually shows what's happening, not a black box.
INVESTMENT:
- Standard ($1,500/mo): Local SEO for all 3 locations, monthly reporting call, review request automation.
- Growth ($2,300/mo): Everything in Standard, plus bi-weekly reporting and active review response management.
Pro tip
Keep a running "won proposals" folder and periodically paste 2-3 winning ones back into the prompt as style references — the AI will start matching the phrasing and structure that's actually converting for you, not generic proposal language.
Related tools
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