A finished client proposal, built from the notes you already took on the call. Paste your discovery notes, name the client and the outcome they asked for, and a Taskade Genesis app returns a structured proposal: a situation summary in their words, objectives, scope of work, deliverables with dates, investment options, and the assumptions that protect you later. No blank page, no copy of last year's proposal with the wrong company name still in paragraph three.
The Internal Docs App is a live Taskade Genesis app embedded on this page. It is a working library of structured documents rather than a finished proposal builder, so treat it as your starting point: work with the real records inside it, then click "Use this app" to clone it into your own workspace in about ten seconds and describe your own proposal sections so those documents become client proposals. That is the try-then-clone advantage: you use a finished product before you commit to anything.
What you get is a proposal system, not a single document. Every proposal is a record with a status, an owner, a value, and a decision date, and every record keeps the discovery notes it was built from, so six months later you can still see why you priced it the way you did. Workspace DNA is what keeps that honest. Memory holds your positioning, your past proposals, and the notes from every call. Intelligence, backed by frontier models from top AI labs, drafts each section in your voice and flags the objection you have not answered yet. Execution sends the follow-up on day three when nobody has replied.
The same proposal data renders in every layout you need:
- List view for reading the proposal top to bottom the way the client will
- Table view for every open proposal with value, stage, and decision date side by side
- Board view for dragging proposals through drafting, sent, in review, and signed
- Calendar view for decision dates and follow-up dates on the days they actually land
- Plus the rest of the multiple project views
Automations remove the babysitting. Wire it to Taskade automations and a signed proposal opens the project, copies the scope into your deliverable tracker, and books the kickoff call. A proposal with no reply after three days pings you in Slack with the nudge already drafted. Across 100+ bidirectional integrations, Gmail and your form tool pull enquiries in while Slack, Google Calendar, and Google Drive push the alert, the kickoff invite, and the signed file back out.
The AI agents inside the app carry built-in tools including web search, file analysis, persistent memory, custom slash commands, and multi-agent collaboration. Point one at the prospect's website before you write and it returns the language they use about themselves, so your proposal reads like the inside of their business rather than the inside of yours.
Clone it, invite your associates, and the data is yours. No seat maths before you can share a draft, no lock-in on the proposals you have already written.
Build your own version from scratch with Taskade Genesis, browse working apps other operators have published in the Community Gallery, start from the templates library, or learn how the underlying records work in Learn. Next, turn an accepted proposal into a signed scope with Build a Statement of Work With Acceptance Criteria, and feed it better raw material using Run a Structured Discovery Call.
Frequently Asked Questions
How long does it take to produce a first proposal draft?
Paste your discovery notes and the first full draft comes back in under a minute for a typical engagement. The time you save is not the typing, it is the structure: objectives, scope, exclusions, and assumptions all arrive in the right order, so you spend your effort on pricing and positioning instead of formatting.
Will the proposal sound like me or like a template?
Like you, if you give the app something to learn from. Upload two or three proposals you were proud of and the agent holds them in persistent memory as your voice reference. Every new draft borrows your sentence rhythm, your section names, and the way you describe outcomes, rather than defaulting to generic consulting language.
Can I keep several pricing options in one proposal?
Yes. Ask for a good, better, best structure and the app creates three investment options as separate fields on the same record, each with its own scope and price. When the client picks one, the chosen option becomes the scope of record and the others stay in the history so you can see what they declined.
What stops me from over-promising in the scope section?
The assumptions and exclusions block. The agent drafts both from your notes and asks what happens if the client is late with inputs, if a stakeholder changes, or if the data turns out to be worse than described. Those sentences are the ones that make a change order a calm conversation later, which is why Draft a Change Order When Scope Moves is the natural companion prompt.
Can a client sign or approve inside the app?
You can publish a client-facing view so the client reads the proposal at your own domain and approves in place. App sign-in works on any plan, and the custom domain is on Business plans and above. Combine that with Build a Client Portal Your Clients Log Into and the proposal, the scope, and the delivery all live behind one login.
Does it work for a retainer as well as a fixed-price project?
Yes. Tell it the engagement is a monthly retainer and the investment section changes shape: monthly amount, included scope, hours or output cap, notice period, and review cadence. Pair it with Run a Monthly Retainer Without Scope Creep so the promise you made in the proposal is the promise the delivery system enforces.
What if I never wrote proper discovery notes?
Give it what you have, even a voice note transcript or a few bullet points, and the agent will draft the proposal with visible gaps marked as open questions rather than inventing detail. That list of open questions is usually the agenda for a short follow-up call, which is a better outcome than a confident proposal built on guesses.