AI Proposal Generator

# 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
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
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
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
Proposal Generation
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.
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
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 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