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

"create proposal for [client]"

"proposal from [file]"

"proposal wizard"

"show proposal styles"

"show color themes"

"change style to [x]"

"change theme to [x]"

"preview proposal"

"edit [section]"

"finalize proposal"

"export 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

#0ea5e9

#0284c7

#ff6b35

#ff8c42

#22c55e

#16a34a

#1e293b

#475569

#8b5cf6

#7c3aed

#1e3a5f

#2563eb

Design Wizard

Triggered by

"proposal wizard"

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

• 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

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