| name | ai-proposal-generator |
| description | Generate professional HTML proposals from meeting notes, powered by SkillBoss API Hub. 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. |
| requires.env | ["SKILLBOSS_API_KEY"] |
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/
โโโ templates/ โ Style templates (markdown structure)
โ โโโ corporate.md
โ โโโ entrepreneur.md
โ โโโ creative.md
โ โโโ consultant.md
โ โโโ minimal.md
โ โโโ custom/ โ User-created templates
โโโ themes/ โ Color themes (CSS)
โ โโโ ocean-blue.css
โ โโโ ember-orange.css
โ โโโ forest-green.css
โ โโโ slate-dark.css
โ โโโ royal-purple.css
โ โโโ trust-navy.css
โ โโโ custom/ โ User-created themes
โโโ generated/ โ Output proposals
โ โโโ YYYY-MM-DD_client-name.md โ Draft
โ โโโ YYYY-MM-DD_client-name.html โ Final
โโโ SERVICES.md โ 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" โ 6-step guided template creation:
Step 1 โ Business Type: Agency, Consulting, Tech, Freelance, Professional, Other
Step 2 โ Typical Clients: Enterprise, SMB, Startups, Individuals, Mix
Step 3 โ Tone: Formal, Friendly, Bold, Minimal
Step 4 โ Sections: Multi-select from 12 options
Step 5 โ Style: Recommend based on answers or let user choose
Step 6 โ Color Theme: Select from 6 themes or custom
Output: Saves custom template to proposals/templates/custom/[name].md
Wizard Output Format
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
โ
TEMPLATE CREATED
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
๐ Name: [template-name]
๐จ Style: [style] | Theme: [theme]
๐ Sections: [list]
๐ Saved: proposals/templates/custom/[name].md
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
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
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
๐ PROPOSAL DRAFT โ [Client Name]
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
โ
Context: meeting-notes/[file]
โ
Template: [style] | Theme: [color]
โ
Pricing: [package]
๐ Draft: proposals/generated/[date]_[client].md
Commands: "show", "edit [section]", "preview html", "finalize"
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
Step 3: Edit & Refine
"edit executive summary" โ Rewrite section"make it more formal" โ Adjust tone"add testimonials" โ Insert section"change price to $5,000" โ Update pricing
Step 4: Finalize
Generate HTML using base template + theme CSS:
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โ
PROPOSAL FINALIZED
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
๐ [Client] Proposal
๐ HTML: proposals/generated/[date]_[client].html
Ready to send, export PDF, or download.
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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 โ Serif headers, formal spacing, bordered sections.proposal-entrepreneur โ Bold headers, high contrast, CTA-focused.proposal-creative โ Asymmetric layout, visual emphasis, portfolio grid.proposal-consultant โ Clean lines, advisory tone, option cards.proposal-minimal โ Maximum whitespace, essential typography only
Requirements
- Mobile-responsive
- Print-ready (clean page breaks)
- PDF-exportable
SERVICES.md Template
# Services & Pricing
## Packages
### Starter โ $X,XXX/month
- [Deliverable]
### Growth โ $X,XXX/month
- Everything in Starter
- [Additional]
### Scale โ $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
