ai-proposal-generatorGenerate professional HTML proposals from meeting notes. Features 5 proposal styles (Corporate, Entrepreneur, Creative, Consultant, Minimal), 6+ color themes, and a Design Wizard for custom templates. Triggers on "create proposal", "proposal for [client]", "proposal wizard", "proposal from [notes]", "show proposal styles", "finalize proposal". Integrates with ai-meeting-notes for context. Outputs beautiful, responsive HTML ready to send or export as PDF.
Install via ClawdBot CLI:
clawdbot install jeffjhunter/ai-proposal-generatorGenerate professional, beautifully-designed HTML proposals from meeting notes in minutes.
Meeting Notes + Your Template + Color Theme = Professional HTML Proposalproposals/
āāā templates/ ā Style templates (markdown structure)
ā āāā corporate.md
ā āāā entrepreneur.md
ā āāā creative.md
ā āāā consultant.md
ā āāā minimal.md
ā āāā custom/ ā User-created templates
āāā themes/ ā Color themes (CSS)
ā āāā ocean-blue.css
ā āāā ember-orange.css
ā āāā forest-green.css
ā āāā slate-dark.css
ā āāā royal-purple.css
ā āāā trust-navy.css
ā āāā custom/ ā User-created themes
āāā generated/ ā Output proposals
ā āāā YYYY-MM-DD_client-name.md ā Draft
ā āāā YYYY-MM-DD_client-name.html ā Final
āāā SERVICES.md ā User's pricing/packages| 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 |
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
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
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
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
Tone: Clean, simple, no-fluff
Best for: Freelancers, small projects, retainers, quick quotes
Sections: Project Overview, Scope, Timeline, Investment, Terms, Accept
| 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 |
Triggered by "proposal wizard" ā 6-step guided template creation:
Step 1 ā Business Type: Agency, Consulting, Tech, Freelance, Professional, Other
Step 2 ā Typical Clients: Enterprise, SMB, Startups, Individuals, Mix
Step 3 ā Tone: Formal, Friendly, Bold, Minimal
Step 4 ā Sections: Multi-select from 12 options
Step 5 ā Style: Recommend based on answers or let user choose
Step 6 ā Color Theme: Select from 6 themes or custom
Output: Saves custom template to proposals/templates/custom/[name].md
āāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāā
ā
TEMPLATE CREATED
āāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāā
š Name: [template-name]
šØ Style: [style] | Theme: [theme]
š Sections: [list]
š Saved: proposals/templates/custom/[name].md
āāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāmeeting-notes/ for client nameMEMORY.md for client historyproposals/SERVICES.md for pricingāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāā
š PROPOSAL DRAFT ā [Client Name]
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ā
Context: meeting-notes/[file]
ā
Template: [style] | Theme: [color]
ā
Pricing: [package]
š Draft: proposals/generated/[date]_[client].md
Commands: "show", "edit [section]", "preview html", "finalize"
āāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāā"edit executive summary" ā Rewrite section"make it more formal" ā Adjust tone"add testimonials" ā Insert section"change price to $5,000" ā Update pricingGenerate HTML using base template + theme CSS:
āāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāā
ā
PROPOSAL FINALIZED
āāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāā
š [Client] Proposal
š HTML: proposals/generated/[date]_[client].html
Ready to send, export PDF, or download.
āāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāUse assets/proposal-template.html as foundation:
.proposal-corporate ā Serif headers, formal spacing, bordered sections.proposal-entrepreneur ā Bold headers, high contrast, CTA-focused.proposal-creative ā Asymmetric layout, visual emphasis, portfolio grid.proposal-consultant ā Clean lines, advisory tone, option cards.proposal-minimal ā Maximum whitespace, essential typography only# Services & Pricing
## Packages
### Starter ā $X,XXX/month
- [Deliverable]
### Growth ā $X,XXX/month
- Everything in Starter
- [Additional]
### Scale ā $X,XXX/month
- Everything in Growth
- [Additional]
## Terms
- Payment: [Net 15, 50% upfront, etc.]Extract: Client name, pain points, scope discussed, budget hints, timeline, decision makers
Pending proposals appear in briefing as action items
| 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 |
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
Generated Mar 1, 2026
A sales team uses meeting notes from discovery calls with a corporate client to generate a formal Corporate-style proposal. They select the Trust Navy theme to convey reliability and include sections like Executive Summary, Proposed Solution, and Project Team to align with enterprise expectations, ensuring the proposal is ready for executive review.
An agency leverages notes from a client kickoff meeting to create a Creative-style proposal with the Royal Purple theme. They highlight sections like The Vision, Our Approach, and Case Studies to showcase their portfolio, making the proposal visually engaging and tailored to creative industries.
A freelancer uses brief meeting notes to draft a Minimal-style proposal with the Forest Green theme for a quick project quote. They include essential sections like Project Overview, Scope, and Investment, providing a clean, no-fluff document that speeds up client approval.
A consultant generates a Consultant-style proposal from detailed meeting notes, using the Slate Dark theme for a sophisticated look. Sections like Situation Analysis, Recommendations, and Credentials are emphasized to demonstrate expertise and structure the engagement clearly for professional clients.
A founder uses meeting notes from investor talks to create an Entrepreneur-style proposal with the Ember Orange theme. They focus on sections like The Problem, The Solution, and Why Us to convey boldness and action-orientation, helping secure funding or partnerships.
Agencies or consultants use this skill to generate recurring proposals for retainer clients. By customizing templates with the Design Wizard, they streamline monthly or quarterly updates, reducing time spent on document creation and increasing client retention through professional presentations.
Freelancers leverage the skill to quickly produce proposals for one-off projects. Using the Minimal or Creative styles, they tailor each proposal to client needs, improving win rates and allowing more time for billable work rather than administrative tasks.
Large organizations integrate this skill into their sales processes to standardize proposal generation across teams. By using Corporate styles and themes, they ensure consistency, reduce errors, and speed up deal cycles, leading to higher close rates and scalable operations.
š¬ Integration Tip
Integrate with ai-meeting-notes to auto-pull context, and regularly update SERVICES.md with pricing to streamline proposal generation.
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