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📄 Generate Client Proposals From a Brief

Turn the way you already price work into an app that sends, chases, and closes quotes on its own. These prompts build the whole estimate loop: a price book you control, a builder that does the arithmetic, a link the customer accepts with one tap, and the follow-up that happens whether or not you remember.
  • Tested prompts
  • Edit for your use case
  • Works across models
  • Save in Taskade
Generate Client Proposals From a Brief

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I write every proposal from scratch and they take a whole evening. Build me a client proposal app. Start with a brief intake form capturing the client, the problem in their own words, the outcome they want, a budget signal, the decision date and who actually signs. Keep a deliverables library with a name, description, effort estimate and price for each one, so a proposal is assembled rather than rewritten. A proposal record pulls in a client, a set of deliverables, a timeline, a total price, and explicit assumptions and exclusions. Give me a public proposal page with a status of Draft, Sent, Viewed, Accepted or Declined, and record when it was first opened. Add an AI agent that drafts the proposal narrative from the brief and my previously accepted proposals, and warns me when the scope described does not match the deliverables I picked. Automate a follow-up seven days after sending if it has been viewed but not answered, and a weekly scheduled summary of everything still outstanding. Two logins: a consultant who can draft, and an owner who approves before anything is sent.

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v1

01 / Spark - intelligence awakens

Generate Client Proposals From a Brief

Turn a client brief into a scoped proposal with deliverables, exclusions, timeline, and price, drafted from your own past wins.

// the spark catches · intelligence awakens · the answer unfolds

A proposal is a quote that has to argue for itself. This assembles one from a brief: the problem in their words, what you will deliver, what you will not, the timeline, and the number.

What's Included

  • A brief intake form capturing the problem, the budget signal, and the decision date.
  • A deliverables library you assemble from instead of writing it fresh every time.
  • Assumptions and exclusions stated plainly, which is what stops scope creep three weeks in.
  • An assistant that drafts the narrative from the brief and the proposals you have already won.

How To Use

  1. Capture the brief in the app rather than leaving it in your inbox.
  2. Build from the deliverables library so your pricing stays consistent.
  3. Write the exclusions before the price. It will change the price.
  4. Send it as a link so you can see when it was actually opened.

Track what happens next in the RFP response tracker, and formalise the win with a statement of work.