Learn-skills.dev create-proposal

Generate PandaDoc proposals from client information or sales call transcripts. Use when user asks to create a proposal, generate a quote, draft a contract, or prepare a client document.

install

source · Clone the upstream repo

git clone https://github.com/NeverSight/learn-skills.dev

Claude Code · Install into ~/.claude/skills/

T=$(mktemp -d) && git clone --depth=1 https://github.com/NeverSight/learn-skills.dev "$T" && mkdir -p ~/.claude/skills && cp -r "$T/data/skills-md/aiagentwithdhruv/skills/create-proposal" ~/.claude/skills/neversight-learn-skills-dev-create-proposal && rm -rf "$T"

manifest: data/skills-md/aiagentwithdhruv/skills/create-proposal/SKILL.md

source content

Proposal Generation

Goal

Create PandaDoc proposals for clients, either from structured information or by extracting details from sales call transcripts.

Inputs (One of the following)

Option A: Structured Data

Client First Name, Last Name, Email, Company
Project Title
4 Key Problems (brief)
4 Key Benefits (brief)
Project Duration
Investment Breakdown (Month 1, Month 2, Month 3+)

Option B: Call Transcript

Sales call transcript to extract all details from

Scripts

```
./scripts/create_proposal.py
```
- Creates PandaDoc proposal via API
```
./scripts/read_sheet.py
```
- Read client data from sheets if needed

Process

1. Gather Information

If user provides structured data, use directly
If user provides transcript, extract:
- Client info (name, company, email)
- Project context and title
- 4 main problems/pain points
- 4 proposed solutions/benefits
- Financial terms (duration, value, costs)
Ask for any missing critical information

2. Generate Content

Expand the 4 problems and 4 benefits into strategic paragraphs:

Problem Expansion Guidelines:

Use direct "you" language (not third-person)
Focus on revenue impact and dollar amounts
Be specific and actionable
Example: "Right now, your top-of-funnel is converting very poorly to booked meetings..."

Benefit Expansion Guidelines:

Address the client directly
Emphasize ROI and payback period
Focus on concrete deliverables

Also generate:

Slide Footer: "Confidential | [Company] Strategic Initiative | [Date]"
Contract Footer: "[Company]-[ProjectTitle]-[YYYY-MM]"
Created Date: Current date (YYYY-MM-DD)

3. Execute Proposal Creation

python3 ./scripts/create_proposal.py <<'EOF'
{
  "client": {
    "firstName": "...",
    "lastName": "...",
    "email": "...",
    "company": "..."
  },
  "project": {
    "title": "...",
    "problems": {
      "problem01": "[Expanded Problem 1]",
      "problem02": "[Expanded Problem 2]",
      "problem03": "[Expanded Problem 3]",
      "problem04": "[Expanded Problem 4]"
    },
    "benefits": {
      "benefit01": "[Expanded Benefit 1]",
      "benefit02": "[Expanded Benefit 2]",
      "benefit03": "[Expanded Benefit 3]",
      "benefit04": "[Expanded Benefit 4]"
    },
    "monthOneInvestment": "...",
    "monthTwoInvestment": "...",
    "monthThreeInvestment": "..."
  },
  "generated": {
    "slideFooter": "...",
    "contractFooterSlug": "...",
    "createdDate": "..."
  }
}
EOF

4. Send Follow-Up Email

Use Gmail to send HTML follow-up email:

Subject: "Re: [Brief Project Context] Discussion"
Opening: Thank them for discussing challenges
Body: 2-4 numbered sections with bold headers
Each section: Description + "Steps:" bullet points
Closing: "I'll send you a full proposal shortly..."
Signature: "Thanks, Nick"

5. Notify User

Provide the PandaDoc "internalLink" for review
Confirm follow-up email was sent

Output

PandaDoc proposal URL (for editing/review)
Follow-up email sent to client

Environment

Requires in

.env

PANDADOC_API_KEY=your_key

Schema

Inputs

Name	Type	Required	Description
`client_first_name`	string	Yes	Client first name
`client_last_name`	string	Yes	Client last name
`client_email`	string	Yes	Client email address
`client_company`	string	Yes	Client company name
`project_title`	string	Yes	Project title
`problems`	array	Yes	4 key problems (brief)
`benefits`	array	Yes	4 key benefits (brief)
`investment_breakdown`	object	Yes	Month 1, Month 2, Month 3+ pricing
`call_transcript`	string	No	Alternative: sales call transcript to extract details from

Outputs

Name	Type	Description
`pandadoc_url`	string	PandaDoc internal link for review
`email_sent`	boolean	Whether follow-up email was sent

Credentials

Name	Source
`PANDADOC_API_KEY`	.env

Composable With

Skills that chain well with this one:

onboarding-kickoff

welcome-email

Cost

PandaDoc API call (free tier available)