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